- Preparation of all the annual reporting requirements including: Statement of Financial Position, Profit & Loss Statement, Member Statements, Investment Reports, Trustee Resolutions & Minutes, Annual Return, and Independent Audit.
New SMSF Establishment
- We attend to every requirement to establish your SMSF including providing you with the Trust Deed and other legal documents and attending to registration with the ATO.
- *Setup fee is $0 if you choose Individual Trustees, if you require us to setup a Company to be trustee of the SMSF then a fee of $599 applies.
BGL Simple Fund Conversion
- We do not charge a fee to convert the historical data of an SMSF to our administrative software platform.
- Price includes ASIC Lodgement Fee of $479. Our package includes:
- * Consent to act as Director
- * Consent to act as Secretary
- * Application for Shares
- * Minutes of a Meeting of Directors
- * Share Certificates
- * Consent to Act as Public Officer
- * Notice of Appointment of Public Officer
- * Constitution
- * Certificate of Registration — which shows the ACN (Australian Company Number), the date of registration, and the registered company name
- * An Establishment Kit explaining what to do next
Fund Structure Changes
- Trustee Appointment or Removal, Member Appointment or Removal, or Change of Fund Name.
- Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions.
- A one off establishment fee for documentation to commence an ABP or TRRP. Just Superfund will provide a comprehensive package inclusive of:
- * Minimum Pension Calculations
- * Maximum pension calculations (TTRP only)
- * Draft Minutes
- * PAYG Withholding Registration (Fund member is under 60 years of age)
- * Tax File Number Declaration (Fund member is under 60 years of age)
- * Advice of PAYG Withholding Tax (Fund member is under 60 years of age)
- * Product Disclosure Statement
- * Pension Agreement
Taxation Advice & Strategies
- Please contact us to discuss tax minimisation strategies specific to your situation.