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SMSF Services

SMSF Setup

While we take the previliges to set up your DIY super fund, we strongly recommend to obtain independent financial advise from an AFSL listed financial adviser/planner. There are many factors which you should consider when making the decision to setup a Self-Managed Super Fund (SMSF) which an specialist adviser will be able to discuss with you.

If you determine that a DIY fund is suitable for your needs, when you apply, we will furnish you with the following::

  • Trust Deed 
  • Special Purpose Trustee Company (if required)
  • Australian Business Number application
  • Tax File Number application
  • Trustee minutes
  • ATO Trustee Declarations
  • Member applications
  • Beneficiary nomination forms
  • Document your Investment Strategy
  • Bank account set-up
  • Rollover instructions.
  • Obtain ESA (Electronic Service Address) for rollovers and contributions through superstream.

To take the first step in establishing your SMSF and entrust ACQUITY Tax and Super as your administrator, simply complete our contact form. Expect a prompt response within 12 hours – a testament to our exceptional customer service.

SMSF Documentation Services

  • Transference of liability to an established, accredited SMSF specialist
  • Confidence that all stringent SMSF client legislative requirements are met
  • Assurance that any challenges will actively be addressed, and resolved with a pragmatic approach
  • The certainty of a straight-forward and efficient audit process, with complete transparency via cloud-based software
  • Direct access to highly experienced staff and a dedicated Audit Partner who boasts excellent technical expertise

Dealing with the complexities of running an SMSF can be overwhelming at times. But worry not, we are here to provide expert guidance and support to help you successfully navigate all compliance-related challenges year-round.

Some of the annual administration services include (but are not limited to):

  1. Change in trustee structure
  2. Updating death benefit nomination
  3. Change of bank accounts
  4. Contribution splitting
  5. Voluntary contributions and submission of Notice of Intent to claim (s290-160)
  6. Pension Commencement including TRIS
  7. Pension Commutation
  8. Addition/removal of members

Year-End Tax Compliance

In recent years, self-managed superannuation funds (SMSFs) have surged in popularity, offering you the unique opportunity to take control of your own fund. By committing the necessary time and accepting the compliance responsibility, you gain the power to make decisions about your retirement savings. It’s crucial to manage SMSFs carefully to ensure compliance with the numerous regulatory and legislative requirements. Regularly reviewing your fund’s investment strategy is paramount to staying on course towards achieving your retirement goals.

Whether you currently have an SMSF or are contemplating setting one up, our specialized support services are tailored to meet your specific needs, both technically and practically.

  1. SMSF Accounting and Tax Lodgement
  2. Premium accounting and tax services
  3. Preparation of Member Statements
  4. Obtaining Independent audit report
  5. Prior year/overdue tax obligations
  6. Complex compliance issues
  7. Compliance review and breach rectification
  8. Winding up SMSF

Request to transfer your existing SMSF to ACQUITY.

Request Now

Please take a moment to complete this form to transfer the ongoing administration of your existing SMSF to us. Your detailed information will allow us to seamlessly take over and efficiently manage your SMSF. Thank you for your cooperation.

SMSF Administration Services

Managing an SMSF can be daunting. It demands your time and attention to handle various tasks, from portfolio tracking to compliance requirements. The repercussions of errors are serious. Therefore, finding a seasoned SMSF advisor and administrator is crucial.

At ACQUITY Tax and Super, we offer comprehensive administration and accounting services, allowing you to focus on what truly matters. For hands-on trustees, we also provide the option to simply lodge your fund’s income tax return. Our flexible SMSF solutions are tailored to meet your specific needs.

Comprehensive package

(Including annual administration and Tax Compliance)

  • Annual fixed fee SMSF administration
  • Preparation of Financial Statements
  • Preparation and lodgement of Annual Tax Return
  • Preparation of annual trustee minutes
  • Preparation of Member statements and preservation components
  • Facilitate and liaise with external independent auditors
  • Daily online access to your funds investment register and financial report
  • Daily online comparison of your funds actual asset allocation vs your investment strategy
  • Maintain investment cost base history and current/future capital gains tax reporting
  • Super splitting in the event of relationship breakdown
  • Member benefit payments upon meeting condition of release such as retirement, death, permanent disablement, temporary disablement & financial hardship
  • Technical consultation in general.
  • Breach rectification strategies including liaison with ATO
  • Trust Deed review and upgrade services
  • Prepare and preserve all corporate binders and permanent documents of SMSF
  • Setting up Bare Trust Deed to facilitate borrowings through SMSF
  • Property valuation service
  • Organising tax depreciation schedule
  • Trust deed reviews and update if required