Superannuation Services


Establishing a new fund

  • Trust Deed
  • Tax File Number and Australian Business Number Application
  • Minutes, Membership Application forms and Member Advice Notices
  • Notification of Beneficiaries Form
  • Trustee Declaration and Consent to Act Forms
  • GST registration (if applicable) 


Ongoing Administration Support

  • Establishing and maintaining member records, accounting records, and trustee minutes
  • Monitoring compliance with investment strategy
  • Preparing annual financial statements and member statements
  • Preparing and arranging lodgement of annual tax return
  • Preparing and lodging business activity statements and instalment activity statements
  • Providing advice on compliance with the Trust Deed, and the SIS Act and Regulations
  • Organising an independent audit of the Fund and actuarial certificate (if applicable)

Pension Support

  • Pension set-up documents
  • Member pension request
  • Pension acceptance
  • Pension minutes
  • Pension start calculations
  • PAYG registration
  • Annual pension minimum and maximum (where applicable) calculations
  • Provision of annual PAYG payment summary

Get in touch with us to find out how we can help with your superannuation.