Super Spring

SMSF Super SpringTERMS & CONDITIONS

  • To be eligible for the super spring promotion, the trustees of the fund are required to:
    • Register your interest in transferring your SMSF from your current accountant or administrator.
    • Forward a copy of your funds most recent Financial Statements and Investment Summary to enquiries@smsfoptions.com.
    • Meet with your personal SMSF specialist adviser in person or via telephone to discuss specific circumstances of your fund.
    • Enter service agreement with SMSF Options Pty Ltd.
    • Agree to SMSF Options Pty Ltd Terms and Conditions of Business
    • Consent to SMSF Options contacting your previous accountant to request your fund’s Trust Deeds and other records.
    • Commence a direct debit arrangement from your nominated account each month. All direct debit costs will be paid by the super fund.
    • Commence third party data feeds from your bank and other financial institutions.
    • Provide all bank statements in CSV format. This is available via your internet banking access. Assistance can be provided in sourcing this information.
  • The following funds are not eligible for the super spring promotion
    • A defined benefit fund
    • Existing funds under administration
    • A fund with
      • Segregated assets
      • Market linked pension(s)
      • Options trading
      • Foreign assets
      • Unlisted investments
      • Exotic investments (antiques, cattle, artwork, wine etc)
      • Borrowings
      • SMSF with current or existing compliance breaches
  • A minimum of 12 monthly payments applies for the each financial year under administration, unless:
    • the fund is a newly established fund (i.e set up in current financial year)
    • the fund is being transferred to another accountant or administrator mid year
    • the fund is being wound up mid year.
  • Promotion is limited to the first 20 funds transferred to SMSF Options Pty Ltd until 30 November 2014.
  • Administration services includes the following
    • Preparation of financial statements for the year ended.
    • Preparation and lodgement of the Fund’s Income tax and regulatory return for the year ended.
    • Allocation of net movement in fund value for the year ended to individual members accounts.
    • Issuing the members statements for all members in respect of the year ended.
    • Attending to preparation of minutes of trustee’s meeting to adopt the financial statements.
    • Arranging the appointment of a specialist independent auditor
  • Administration does not include supplementary services or independent audit services of the fund. See below for list of supplementary services and associated costs.
  • Administration does not include disbursement costs (title search, actuary fees, company searches etc)
  • SMSF Options Pty Ltd reserves the right to alter or amend the above conditions without notice, prior warning or acknowledgement.

 Supplementary Services

  • Fund Establishment
  • Pension establishment, commutation or minutes
  • Lump sum withdrawal documentation
  • Preparation of activity statements (BAS, PAYGI, PAYGW, GST etc)
  • External annual audit of the financial statements
  • Amendments to the financial statements
  • Rollover documentation
  • Trust deed amendment
  • Trustee/member appointment/removal
  • New trustee company
  • Fund wind-up
  • Advice (tax planning, estate planning, tax planning etc)

For costs associated with supplementary services, please click <here>

For further information on this promotion or our other sservices contact us at enquiries@smsfoptions.com