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By The Numbers Accounting Services

Self Managed Super Fund Management

With expert set up and support, we’ll take the time and hassle out of managing your Self Managed Super Fund (SMSF.)

We offer a fully personalised service with fixed-fee pricing.  We use SMSF documentation that incorporates the latest legislative changes and systems that enable real-time reporting of valuations, transactions and member balances and monitoring of contributions to ensure you stay within the relevant caps.

From establishment to wind up, our team can prepare, assist and explain all aspects of having an SMSF.  Contact us to learn more.

SETUP SMSF

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • Establishment and registration of SMSF Trust
  • Establishment and registration of Special Purpose Corporate Trustee Company
  • Establishment of SMSF governing rules
  • Establishment and registration of investment strategy
  • Submission of “Election to be regulated” Compliance statement
  • Establishment of accounts with service providers
  • Set up of Bare Trust and Bare trustee when required for the purchase of property (additional charges apply)
  • Registration with Australian Tax Office
  • Rollover of other superannuation funds into SMSF

MANAGE SMSF

Our basic business accounting package which will suit a small business with an uncomplicated compliance structure.

  • A flat-rate fee doesn’t increase with your super balance
  • 24/7 access to IWSMSF’s online SMSF Management Portal
  • Business hour access to IWSMSF’s technical experts
  • Annual compliance, administration and maintenance of SMSF
  • Annual preparation ATO Compliant Financial Statements & Tax Returns
  • Consultation with an External Auditor
  • Audit Fees are an additional charge
  • Annual ASIC return of Special Purpose Company

Fixed Price Packages

Enquire about our Self Managed Super Fund Packages

$million: 0.5
$million: 0.5

Business Accounting / Compliance / Taxation

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Xero Training & Consulting

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Investors & Individuals

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Self Managed Super Funds

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Vehicle & Equipment Finance

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Bookkeeping & Payroll Services

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Ready to discuss your Self Managed Superannuation Fund requirements?

Call our team today

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