SMSF Administration & Compliance Services
Welcome
LTA has a specialist team that provides administration and compliance services for self-managed superannuation funds (SMSF). We work with financial advisors to ensure their clients meet their SMSF’s regulatory requirements on time. We also assist with technical tax and superannuation advice that can extend and complement the advice given by advisors to clients.
Created by a team that include accountants and financial advisors, LTA recognised that advisors need a range of SMSF related support services for their clients. In response we developed a range of flexible solutions that will help you develop a comprehensive advice solution to your clients, whilst still generating revenue for your business.
Working as a partner behind the scenes, LTA understands the complexities, workload and cost of administering SMSFs. LTA offers advisors a reliable option to outsourcing their SMSF client workload to a local, specialist company whilst retaining control of the client relationship.
Teaming up with LTA will benefit your business;
- Your advice proposition is extended to be truly comprehensive
- Tailored services that can be branded with your practice name
- All SMSF records co-badged with your logo
- Administration services provided digitally
- Administration & reporting services provided monthly, quarterly, annually – as you need them
- Delivered onshore and locally within Australia
- No minimum number of SMSFs needed
- SMSF Specialist Advisor
- SMSF Audits - Brisbane
Administration
- Maintaining SMSF records on Class or BGL 360
- Data feeds and electronic communications
- Asset valuation and performance reporting
– annual, quarterly, monthly
- Annual financial reports and member statements
- Monitoring and reporting on Transfer balance account movements
- Actuarial certificates and Centrelink schedules
- Death benefit accounting and payment process
- SMSF windups
Technical Support
- Income tax advice on SMSF transactions
- Superannuation law advice on SMSF transactions
- Assistance with identifying SMSF breaches and rectification actions
- Co-ordinating SMSF trust deed updates
- Co-ordinating establishment of corporate trustees, bare trusts
- Advice support for SMSF investment through 13.22C unit trusts
Compliance
- Annual regulatory/income tax return
- Quarterly/annual BAS returns
- Assistance with drafting investment strategy minutes
- Renewal reminders for death benefit nominations
- Change of trustees – asset name change documentation
- Corporate trustee – ASIC documentation maintenance
- Audit support file preparation
- Annual independent audit coordination