Administration for Investors

Our Service
Our Annual Administration Service consists of –

  • Producing your SMSF statutory accounting reports – Operating Statement, Statement of Financial Position, Notes to accounts, Trustee Declaration and Member Statements,
  • Arranging the audit of your fund and supplying the audit report, and
  • Completing the Income Tax Return and lodging it with ATO.

What is not included in our Annual Administration Service:

  • Third party payments such as actuarial certificates
  • Preparation of PAYG, GST

How to order
To order your SMSF annual administration :

1. Contact us and we will send you the order form and related documents.

2. Complete the forms, sign and return to us with a payment of $950 towards our administration fee. You can use the following methods to pay:

  • Direct credit to our bank account.Click here for our bank details . Use your name or your SMSF name as the reference, so that we can reconcile our bank records. Send us a note to confirm your payment.
  • By Cheque: Enclose a cheque payable to “SuperHelp Australia Pty. Ltd.” with your order form.

3. Supply your SMSF documents as per our guidelines.

Next Steps:

  • We will acknowledge receipt of your documents.
  • We will mail the completed documents to you to sign and return to us.
  • We will lodge your tax return with the ATO and return all documents you sent us for Annual Administration such as Bank Statements, Trust Deed, invoices, and other financial statements. We will also send you copies of financial statements, audit report, tax return, and other documents you need for your records.

Fees
See Fee Schedule

If you have a special situation, contact us to discuss our fees.

 

Book Your Free SMSF Consultation

Book your free consultation with me to find out if SMSF is right for you. If you have any other questions, we are happy to help!

 

Sandra - SMSF Advisor

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Why is SMSF Set up so affordable at SuperHelp?

SuperHelp has been servicing the SMSF market for over 15 years. We pride ourselves on being able to provide an affordable SMSF service without compromising on quality. One of these services is to provide new members with setting up their SMSF at an affordable fee when they use our award winning service.

Do I need to use a specific bank, broker or provider?

Unlike other SMSF administrators and accountants we do not restrict you to what bank, broker or service provider you use. We are independent and do not take any commissions from other parties so that our clients can invest their super where they please.

How long has SuperHelp been around for?

SuperHelp have been around since 2002 - so over 15 years! While new SMSF administrators have come and gone, we are still around!

Do you offer any other SMSF services?

Yes we do! You can see a full list of SMSF services on our services page.

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Contact Us

SuperHelp is located in Macquarie Park, NSW however we work with clients all around Australia.

info@superhelp.com.au

1300 736 453

PO Box 1906 Macquarie Centre NSW 2113

M-F: 9am-5pm, S-S: Closed

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