Carswell & Associates provides an administration service for our clients’ self managed super funds (SMSF). Our director is a SMSF specialist with specific training in this area. We have the knowledge and experience to deal with not only simple funds, but funds that have more complex investments structures such as property development, limited recourse borrowing arrangements and investment in private unit trusts. It is essential to engage an administration business that employs accountants and administrators who have the training and in-depth knowledge of superannuation and taxation laws to help keep your fund compliant. After all, at the time of your retirement your superannuation that will end up as one of, if not, your largest assets that will ultimately fund your retirement lifestyle that you have worked so hard for.
Our administration services include:
- Fund establishment and wind-up
- Annual Financial Statement preparation including compliance minutes
- Annual Return preparation and lodgment
- Business and Instalment Activity Statement preparation and lodgement
- Annual pension and contribution review
- PAYG payment summary preparation
- Member rollover calculation and preparation of rollover statements
- Client login
- Facilitation of annual audit with a third party auditor