smsf+admin

Ongoing specialist support
admin

SMSF+ Administration made easy

Running a SMSF isn’t easy. It takes time and effort to manage just the basics, such as keeping track of your portfolio, paperwork and ongoing compliance requirements. Added to this is the serious consequences of getting things wrong, finding a specialist smsf advisor and administrator to assist you with your compliance and reporting obligations has never been so important.

At smsf+options we can look after all your administration requirements so you can worry about the more important things.

Servicing 5,000+ funds over 20 Years

20

What We Do

SMSF Set Up

  • SMSF Establishment Advice
  • SMSF Structures
  • ABN & TFN Applications
  • LRBA Establishment Advice
  • LRBA Structures
  • Rollover ESA Support
  • Contribution ESA
  • Post Establishment Support

Ongoing Accounting

  • Daily, Monthly or Annual fixed fee SMSF administration
  • Annual Financial Statements
  • Annual trustee minutes & compliance
  • Annual Member statements
  • Facilitate and liaise with external auditors
  • Investment register portal
  •  Asset allocation vs your investment strategy reporting

Strategic

  • Pension Commencement
  • In-specie contributions
  • Recontribution Strategies
  • Related Borrowing arrangements
  • Lump sum benefit roll ins and rollouts
  • Retirement strategies
  • Technical consultation
  • Breach rectification

Taxation Services

  • Annual Tax Returns
  • Capital Gain Tax (CGT) reporting and advice
  • Business Activity Statement (BAS)
  • Instalment Activity Statements (IAS)
  • GST Returns and Advice
  • Tax Minimisation Strategies
  • Estate Planning

Our Fees

At SMSF Options we have zero restrictions limiting the type of asset, bank or platform you can invest in; or the accountant or financial planner you choose to see. Our fees are not based on the size of your fund or the number of transactions. Our pricing is simply based on the availability of electronic data feeds from your bank or financial institution.

Electronic data feeds allow us to load your fund’s transactional data directly into our systems, reducing manual processing time and labour costs, while also allowing us to spend more time servicing you with up-to-date information.

Most banks provide this service free of charge, but to check if your bank or broker qualifies or for further information on data feeds, download the information pack below. If your account isn’t listed, contact us anyway as the number of feeds that become available grows faster than we can update the list!

Our daily fixed fee administration service starts at $110 per month (inclusive of gst) which will provide you with online access to your fund’s portfolio 24 hours a day.

If your fund doesn’t qualify for the daily administration service, don’t worry we are happy to provide a competitive fixed fee quote for annual administration and will stick to it. Guaranteed.

The important thing to know is we are 100% independent from any bank, financial planning or accounting firm, so you can trust that your best interest is ours.

Next Step

To find out how SMSF Options can assist you, contact us on (07) 5521 0029

We’ve got this!

Get Started
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Office

  • Currumbin – Gold Coast
    AUSTRALIA

Contact Us

  • hello@smsfoptions.com
    (07) 5521 0029