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Services

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 by ASIC registered SMSF auditors

Taxation and 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.

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.

About us

Mission Statement

Our mission is to be Australia’s pre-eminent provider of self managed superannuation services to business advisors and fund trustees.

We strive to make the administration and audit of self managed superannuation straightforward for accountants, financial planners and trustees alike by providing the specialised services of Chartered Accountants so that you can focus on the tasks that are important to you.

SAS are Chartered Accountants who provide clients with specialised administrative skills in self managed superannuation, including:

• Establishing self managed superannuation funds;
• Administration and auditing of self managed superannuation funds;
• Advisory services on the operation of self managed superannuation funds.

The principals of SAS – Martyn Hilliard and Teresa Parletta – are Chartered Accountants with more than 25 years of experience in the industry.  They have outstanding credentials and knowledge in the field of self managed superannuation. Both principals are also ASIC registered SMSF auditors.

Supporting the principals is a friendly, professional and motivated team of superannuation administrators who pride themselves on quality and efficient work.

SAS provides specialist knowledge of superannuation legislation and technical expertise regarding compliance issues that may arise as life events and market factors influence choices and flexibility in self managed superannuation funds.

Contact us

Address
Suite 14
132 O'Connell St
North Adelaide SA 5006

Postal
PO Box 1194
North Adelaide SA 5006

Phone
(08) 8239 1266

Fax
(08) 8239 1388