Our SMSF Administration Service Offering

We are a full service professional firm that can assist you with:

• Establishment of SMSFs with Special Purpose Corporate Trustees
• Establishment of Limited Recourse Borrowing Arrangements (LRBAs) and other trusts
• SMSF Administration (from annual financial statements and tax return reporting to bringing on-board new members)
• Pension commencement and calculations
• SMSF Trust Deed reviews and upgrades

Our SMSF White Label Solution

We provide an electronic white labelling solution to professional firms to enable them to focus on value add client interactions, not just the compliance work. Contact us today to discuss how we can transform your SMSF service offering.

The white labelled solution includes:

• Preparation of annual financial & member statements and tax returns
• Maintenance of investment capital gains tax records
• Maintenance of memberships details and components
• Electronic storage of SMSF records
• Preparation of accounting and compliance workpapers for audit
• Preparation of client package using your company logo and preferred content
• Providing SMSF files and documents to your preferred auditor
• Notification of potential compliance issues
• Where requested, a tailored SMSF review highlighting opportunities for you to discuss with your client

SMSF Strategies^

Some of the SMSF strategies we have developed for our clients include:

• Re-contribution strategies to increase tax-free benefits
• Pension strategies to increase tax deductions
• Multiple property borrowing strategy within SMSFs
• Using LRBAs with non-geared related trusts for property development
• Estate planning strategies to preserve wealth for the next generation

We are able to assist you with technical and compliance advice including assisting you with rectifying breaches of superannuation law and ATO reviews. ^ Jason McLaren is an Authorised Representative of Australian Unity Personal Financial Services AFSL 234459 and can provide financial advice through Flow Financial Planning.