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Our Service

  • Establishment of an SMSF
  • Administration of an SMSF
  • Audit of an SMSF by ASIC registered SMSF auditors
  • Advisory services on the operation of SMSFs

SAS can provide back office services to accountants and financial planners to assist them in their dealings with clients, or deal directly with fund trustees.

Our services include:

Establishment of a Self Managed Superannuation Fund

Download SMSF establishment form here.

Administration of a Self Managed Superannuation Fund, including:

  • Financial Statements
  • Member Statements
  • Annual Return
  • Trustee Minutes
  • Investment Reports

Audit of a Self Managed Superannuation Fund

Advisory services on the operation of Self Managed Superannuation Funds, including:

  • Operation of Superannuation Industry (Supervision) Act 1993
  • Lump Sum Benefits
  • Pensions
  • Trustee duties and responsibilities
  • Actuarial Certificates

Administration and audit services are provided on a fixed fee schedule providing financial certainty for clients.

 

 

 

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