Given the amount of reporting and tax requirements you are responsible for and as an owner of Self-Managed Super Fund 99% of SMSF’s outsource this to other professionals to reduce the risk of non-compliance, save time and improve investment performance.  This is where Bselfmanaged excels – we simplify the process to make super administration easy for our clients.

Some of the administration duties include:

• Ensuring you follow your fund’s investment strategy in terms of risk and asset allocation. This can include a variety of investment such as direct shares, direct property, managed investments, fixed interest and cash.
• Annual reporting including a tax return of the super fund, member statements, minutes of the trustee’s and independent audit of the fund.
• Setup and manage a cash management account or savings account that will be used to operate the super funds working capital. This makes reporting and monitoring transactions simpler and will reduce the time it takes to prepare your superfund accounts each year.
• Investing in and setting up term deposits with different terms and rates of interest.
• Payment of taxes, ASIC fees and any other running costs.