Our corporate
secretarial services
keep every
ASIC obligation
on track

So you and your clients
never miss a deadline.

Keeping a corporate trustee compliant with ASIC is an ongoing responsibility that few financial planners have time for. That’s where The SMSF Accountant’s corporate secretarial services come in.

Corporate secretarial services keep your clients’ compliant.

Your client has established an SMSF with a corporate trustee, but who is going to maintain the company register? At The SMSF Accountant, our corporate secretarial services take care of every ASIC obligation, so neither you nor your client has to worry about it.

Our corporate secretarial services also extend to the voluntary deregistration of companies in the event of a fund wind-up – managing the process from start to finish on your behalf.

Want to know the benefits of outsourcing SMSF to a specialist?
Find out about our SMSF outsourcing package for financial planners.

SMSF trustees and LRBA structures

The SMSF Accountant acts as ASIC agent for any company associated with an SMSF. This includes corporate trustees of both SMSFs and Bare/Custody Trusts used in Limited Recourse Borrowing Arrangements (LRBAs).

ASIC offers discounted annual review fees for companies acting solely as SMSF trustees, a saving worth knowing about. Regardless of structure, all companies are required to pass solvency resolutions annually, and any changes to officeholders or member details, such as a change of address, must be reported to ASIC promptly. ASIC is firm on lodgement dates and late fees are significant, so staying on top of deadlines is essential.

Looking for SMSF advice for your clients?
Find out about our SMSF set-up and admin services for financial planners.

Dedicated software for seamless corporate secretarial services

The SMSF Accountant uses specialist corporate affairs software to ensure all documents are prepared on time and all company registers are accurately maintained. You and your clients can be confident that every ASIC requirement is met, without exception.

If you have clients that are currently not up to date we can help with that too.

Want to know the latest SMSF news?
View our articles about all things SMSF.

We take care of the corporate secretarial services for you, so you can focus on taking care of your client. Call the SMSF Accountant today.

Have a different question? Give us a call or drop us a line.

Corporate secretarial services can raise a lot of questions. Here are the ones we hear most often.

Our firm acts as registered office for the company. Will that be affected if you become their ASIC agent?
Not at all. Every company independently nominates its own registered office and principal place of business – this can remain your office or your client’s residence. Acting as ASIC agent simply means we liaise with ASIC on the company’s behalf, with all correspondence received directly into our dedicated software. There is no need to change the company’s registered address.
My client has other companies and is regularly paying late fees to ASIC. How do we avoid this?
By engaging The SMSF Accountant as their ASIC agent. We can act as ASIC agent for any additional companies your client holds, not just their SMSF trustee company. Our software is designed to alert us (and in turn, you and your clients) ahead of any upcoming deadlines, so late fees become a thing of the past.

Our corporate secretarial services keep every ASIC obligation on track

So you and your clients never miss a deadline.