SMSF establishment involves more paperwork, registrations and compliance than most people expect. The SMSF Accountant’s dedicated SMSF admin service handles it all on your behalf.
Seamless SMSF set-up so your clients hit the ground running
Your client has received their Statement of Advice and is ready to establish an SMSF. The next step is making it happen – quickly and correctly, without adding to your workload.
At The SMSF Accountant, we handle the entire SMSF set-up admin process from establishment through to first rollover. You can focus on the advice relationship while we take care of the rest.
Need to make changes to your fund?
Find out about our Corporate Secretarial Service.
SMSF establishment and admin handled end to end
Setting up an SMSF involves far more than completing a form. We manage every step of the establishment process – preparing all required consents, declarations, minutes, resolutions, and Trust Deeds, and ensuring everything is ready for signature. We also handle all required registrations on your clients’ behalf, so nothing is missed and no deadline is overlooked.
Want to know the benefits of outsourcing SMSF to a specialist?
Find out about our SMSF outsourcing package for financial planners.
ESA registration, ATO liaison, and SuperStream rollovers
Once the fund is established, we organise the Electronic Service Address (ESA) registration and liaise directly with the ATO to ensure all fund details are correctly matched. This is a critical step in enabling rollovers via SuperStream and one that is easy to get wrong without specialist knowledge.
Using our dedicated software, we initiate rollovers directly into the new SMSF on your clients’ behalf, making the transition from their existing fund as smooth as possible.
Want to know the latest SMSF news?
View our articles about all things SMSF.
Contact The SMSF Accountant today to discuss how we can seamlessly integrate with your firm to provide a trusted SMSF solution to your clients.
