Existing Self Managed Super Funds (SMSF)

Establishing your new SMSF – made easy!

If you have an existing SMSF, perhaps you’ve outgrown your current provider or would like the benefit of a fresh approach. When you are ready to make the change, SMSF Assure makes the process of transferring your existing fund a smooth one.

Trustees can rest easy knowing management of your SMSF is in safe hands, thanks to our full suite of administration services, year-end and regulatory work and ongoing advice.

SMSF Assure’s review of your existing fund includes:

• Update of your Trust Deed in Compliance with the Current Legislation
• Detailed Investment Strategy
• Investment Guidelines
• Binding Death Benefit Nominations
• Pension Strategies and Minutes
• Compliance Documents for ongoing maintenance of the SMSF
• Trustees’ responsibilities; and
• Administration and mailing house functions as detailed below.

Superannuation and taxation laws are complex and constantly changing, so it is critical for the administration of your SMSF to be carried out by specialists like SMSF Assure – able to provide you with up-to-the-minute expert advice and consistent professional support.

SMSF Assure will undertake the following on your behalf:

• scanning all documents into our electronic document management system for your records and audit purposes
• maintaining an investment register for listed securities, fixed interest, managed funds, direct property and unlisted assets
• regular reconciliations of transactions during the course of the year
• maintaining individual member records including details of contributions, allocation of earnings and benefit payments, member components and preservation components
• maintaining reserve accounts (if applicable)
• maintaining multiple member accounts for the same member whether accumulation, or pension, including defined benefit pensions
• preparation of PAYG payment summaries for pensions (as applicable)
• arranging tax payments and other associated fund invoices
• segregation of assets for members; and
• collection and facilitation of dividend payments; and monitoring of cash balance to ensure sufficient cash to meet SMSF obligations.