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03 5445 4777
03 8621 8100

info@strategem.com.au

SMSF Compliance Services


Strategem has been providing self managed superannuation fund (SMSF) compliance services to Financial Planners, Advisers, Stockbrokers, Accountants and its own clients since 1994. Strategem is a Melbourne CBD and Bendigo based firm with over 450 funds which hold in excess of $500 million in assets.

           

Our expert advisors are accredited by the SMSF Professional Association of Australia (SPAA) and are professionally supported by a quality team of highly trained accounting and administrative staff. This experience combined with our advanced technology and systems enables us to provide a highly efficient and reliable service. All compliance work is completed by Strategem staff at our offices.

           

Our service takes care of all the legislative, technical and administrative complexity associated with SMSF. This enables peace of mind for fund owners as well as allowing referring Planners, Advisers, Stockbrokers and Accountants to focus on their client's investment and financial activities.

 

Our SMSF compliance services include:
  
                 
Fund establishment  
  • Provision of a trust deed
  • Registration for an Australian Business Number (ABN), Tax File Number (TFN) and Goods and Services Tax (GST)
  • Setting up a company to act as corporate trustee (where applicable)
  • Coordination of nomination of beneficiaries
  • Provision of membership applications and notice to become a regulated fund
  • Assistance with rollovers from other superannuation funds.
Compliance administration required by the Australian Taxation Office (ATO)
  • Accounting administration
  • Annual financial statements
  • Annual member statements
  • Tax and regulatory returns
  • Providing trustee minutes
  • Pay as you go (PAYG) payment summaries
  • Flexible approach depending on accumulation or pension phase
  Pension Services
  • Establishing pensions, including transition to retirement pensions
  • Calculate the characteristics of the pension including taxable percentages
  • Produce all of the notifications and minutes required
  • Advise the level of initial pension that is available
  • Facilitate lump sum payments
  • Help monitor minimum and maximum pension thresholds.
     
No asset restrictions
  • Cash and term deposits
  • Direct shares
  • Managed discretionary account (MDA)
  • Separately managed accounts and managed funds, held either directly or through an investment platform such as a 'wrap'
  • Direct commercial or residential property
  • Artwork and collectables
  • Derivatives such as futures and options.
  • Overseas equities
Audit
  • We organize the appointment and completion of an independent audit for each SMSF as required by the ATO
  • We appoint SMSF Registered Auditors
  • Audit procedures meet industry best practice
Corporate Registry
  • Comprehensive company mainenance service for Corporate Trustees
  •  Administration of Corporate Trustee's ASIC compliance and annual review requirements
  
     
Support & Information
  • We provide local expert SMSF advice and support to all referring Planners, Advisors, Stockbrokers and Accountants
  • Information updates to Trustees on legislative responsibilities and more
  • We provide a free monthly SMSF newsletter on key issues and developments.
SMSF Borrowing
  • We can assist with establishment of a 'limited recourse borrowing arrangement' within the SMSF
  • Coordination of the client's solicitor, financial institution and planner in 'limited recourse borrowing arrangement' establishment (where necessary)
 Additional Services
  • Tax Planning for superannuation
  • Trust deed amendments or replacement
  • Trustee appointment or removal
  • Existing fund takeover
  • Fund asset segregation
  • Actuarial certificates
  • Overseas transfers (including QROPS)
  • Taxation Services for all Individual or Business Entities
  • Portfolio Management
           

                                                                

Contact:

Kris Tatt CPA,SAATM
SMSF Specialist AdvisorTM