Working closely with SMSF Trustees and/or their Professional Advisers, we take the pain out of administering SMSF’s and offer peace of mind that all regulatory best practice is being met.
- Fund Administration – The nitty gritty paperwork is our speciality. We prepare it and forward it to you / or your client for completion and signing.
- End Of Year Financials – Financial Statements are prepared ready for sign off, auditing and lodgement with the ATO.
- Fund Audit – We work closely with our panel of SMSF Auditors to ensure that the Audit is completed and any matters that need rectification are addressed in a timely manner.
- Centrelink/DVA – Preparation of Centrelink/DVA Schedules as required
- Up to Date Compliance – Legislative requirements can and do change. At ASM we monitor these and ensure they are applied in a timely manner.
- Liaison with Professional Advisers – All work completed for an SMSF is done in conjunction with the Funds professional advisers.
- Estate Planning – ASM is able to work with Trustees and their Professional Advisers to ensure that all Estate Planning requirements are being fully met from an administrative perspective.