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.

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