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.