Solution introduction
Our full service administration offering takes away many of the administrative duties you might be performing, allowing you to focus on your clients and advice
Our service includes:
- Daily online reporting
- Financial statements pack
- Lodgement of the annual tax return
- Trustee minutes and member statements
- Independent SMSF audit
- Actuarial certificate (if required)
- Management with ASIC and ATO
- Corporate trustee maintenance
- Provision of activity statements (PAYG, IAS & BAS)
- Datafeed implementation and monitoring
- Quality assurance review paper
- Firm labelled interface for the SMSF client access
- Mail house services
