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 Self
Managed Super Funds |
Super Plus Australia Overview & SMSF setup
Super
Plus is a specialist outsource provider of accounting, administration
and compliance services to trustees and financial professionals
in the area of self-managed superannuation. |
Super Plus Delivers:
- Fund establishments
- Collection of client records – ie mail-house
- Daily administration
- Monthly fund reconciliations
- Compliance monitoring
- Quarterly hard copy reports
- Online investment reports 24/7
- Pension establishment
- Ongoing pension management
- Annual financial statements & tax lodgments
- Trust deed services
- Facilitation of independent audit services
- Facilitation of independent actuarial services
New SMSF Establishment
You:
- Complete the establishment form & return to us
We:
- Produce a SMSF guide
- Produce the trust deed
- Register the fund for an ABN, TFN & GST
- Produce the setup minutes
- Produce a PDS for the members
- Produce the Administration agreement & other documents
- Enclose the Macquarie Cash Management Trust (bank account setup)
- Forward you all the documents for signing and return
Existing SMSF Transfer to Super Plus
You:
- Complete the transfer form
- Send us the fund records
We:
- Check the fund for missing compliance documents/minutes
- Check what investment information is missing
- Produce missing minutes
- Request missing investment information
- Commence administration
- Bring fund financials administration up to date
- Correct postal addresses
- Complete prior years
financials, if required
