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 $600
The Actuarial Fee is payable annually only if required (that is a Member of your SMSF who had commenced a Pension, had a balance in their Accumulation Account at anytime during the financial
BGL SIMPLE FUND CONVERSION
We do not charge a fee to convert the historical data of an SMSF to our administrative software platform.
Please contact us if you require information on superannuation rules.
TAXATION ADVICE & STRATEGIES
Please contact us to discuss tax minimisation strategies specific to your situation.
Documents uploaded to our client portal or emailed to us are included in our annual yearly fee. If however documents are posted to our office there is an additional $55 fee to cover the cost of scanning, processing and return postage.
DEED VARIATION OR FUND CHANGES
Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions. Trustee Appointment or Removal, Member Appointment or Removal, or Change of Fund Name.
DEATH BENEFIT AGREEMENT
In the event of your death, this binds the remaining trustees to distribute your death benefits in accordance with your wishes.
A one off establishment fee for documentation to commence an
ABP or TRRP. Just Superfund will provide a comprehensive package
- 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
An SMSF must use the transfer balance accounts report (TBAR) to report transfer balance cap events to the ATO.
An SMSF must report events that affect a member's transfer balance account.
Common events are: details of when a member commences a retirement phase income stream, including death benefit income streams.
Details you need to provide include: type of income stream, the value, start date.
FUND WIND UP
If you decide to wind up your fund Just Superfund will provide a step by step instruction of what steps you need to perform, will assist in rolling over your assets to any other fund as well as lodge any necessary paperwork with the Australian Tax Office.
ELECTRONIC SERVICE ADDRESS (ESA)
An Electronic Service Address to allow SMSF's to receive superstream contribution data sent by employers, manage and process release authorities and rollovers in a compliant way.
ASIC REGISTERED AGENT
Professional services in relation to dealing with the Australian Securities and Investment Commission requirements and solvency resolution.
Preparation of an Auditor Contravention Report (ACR) due to a qualified audit report resulting from a contravention to Superannuation Law.
BARE TRUST SET UP
A bare trust is set up only if the SMSF needs to take out a loan (from a bank, a private lender, or any other source) to purchase an asset.
BARE TRUST CORPORATE TRUSTEE SET UP
Company setup to be trustee of the bare trust. Note: The corporate trustee of your SMSF, cannot be the trustee of the bare trust.
ACCOUNTANT LETTER FOR LOAN
Preparation of an Accountants letter to satisy a lenders request.
Just Superfund will liaise with the ATO on your behalf for any SMSF matter, such as: an ATO audit or review, private ruling application, update of member details, application for remission of penalties, extension to lodge request etc.