SMSF Administration

Your SMSF. Our speciality.

Running an SMSF gives you greater control over your superannuation, but it also brings significant administrative and compliance responsibilities.

Wealth Sciences provides specialist SMSF administration designed to make the process easier for trustees.

Whether you are establishing a new SMSF, purchasing property through your fund, commencing a pension or simply need reliable ongoing administration, our team coordinates the process and helps keep your fund's records and compliance requirements organised.

Our SMSF services include:

01

SMSF Establishment

Coordination of your SMSF establishment including trust deed, trustee company, ABN and TFN registrations and other establishment requirements.

02

Ongoing SMSF Administration

Administration and accounting support throughout the financial year rather than simply hearing from your administrator at tax time.

03

Annual Financial Statements & Tax Return Coordination

Preparation and coordination of your fund's annual accounts and SMSF annual return with an appropriately registered tax agent.

04

Independent Audit Coordination

We coordinate the annual independent SMSF audit and assist in addressing administrative queries raised during the audit process.

05

LRBA & Bare Trust Establishment

Assistance coordinating the structures and documentation commonly required when an SMSF purchases property using a Limited Recourse Borrowing Arrangement.

06

Pension Administration

Administrative support for commencing and maintaining eligible SMSF pension accounts and maintaining the appropriate fund records.

07

ATO & ASIC Administration

Assistance with the routine administrative requirements associated with your SMSF and related trustee or custodian companies.