SMSF Hobart has two core business functions of which the administration of our clients’ self managed super funds is one. We have the knowledge and experience to deal with not only simple SMSF administration, but funds that have more complex investments structures such as property development, limited recourse borrowing arrangements and investment in private unit trusts.
It is essential to engage an SMSF administration business that employs accountants and administrators who have the training and in-depth knowledge of superannuation and taxation laws to help keep your fund compliant. After all, at the time of your retirement your superannuation that will end up as one of, if not, your largest assets that will ultimately fund your retirement lifestyle that you have worked so hard for.
At SMSF Hobart all of out services are are undertaken here in Hobart by talented locals. We do not outsource any of the business functions to foreign companies or administrators as we do not believe this is in the best interests of our clients.
Our SMSF administration services include:
- Fund establishment and wind-up
- Annual Financial Statement preparation including compliance minutes
- Annual Return preparation and lodgment
- Business and Instalment Activity Statement preparation and lodgement
- Annual pension and contribution review
- PAYG payment summary preparation
- Member rollover calculation and preparation of rollover statements
- Client login
- Facilitation of annual audit with a third party auditor