SMSF administration is the linchpin to great advice when preparing someone for retirement. Without up-to-date accounts and an SMSF specialist team at your disposal, advisers could be running blind when providing strategies to meet their clients retirement goals.
Super Bright SMSF enables your clients to thrive with up-to-date accounting enabling you to give the best advice possible.
Let us help get the ball rolling with the set up of your SMSF’s. We can take care of establishments of trustees (individual or corporate), SMSF deeds and all LRBA documentation.
We’ll take care of all the numbers. Financial statements, minutes and trustee reporting.
We’ve engaged the best of the best to complete your independent audit. We’ll take care of all the data needing to be supplied and help complete the audit so the tax return can be lodged on time.
We’ll deal with the ATO on your clients behalf. This includes tax returns, BAS and TBAR reporting.
Technical support from SMSF accredited specialists to help you with strategies for your clients.
Many contribution strategies hinge on having up to date information such as a members Total Super Balance or the status of their Non-concessional contributions. They can also involve a number of different strategies to achieve the ultimate goal of building a members balance. By utilising Super Bright SMSF advisers can be confident that not only are the accounts up to date to allow for strategies to begin, but that there is an SMSF specialist on the other end of the phone or email that help walk you through optimum options for the advice you give.
The effect of not meeting the minimum pension standards is one where there is a potential for loss of tax exempt income but also a potential loss of trust in you as the adviser. To help negate both of these issues Super Bright SMSF has employed procedures to track your members pension withdrawals and notify you with plenty of lead time should your client be on the brink of missing the minimum pension withdrawals for the year, thus avoiding the unpleasant conversation with your client about the need to now pay a higher level of tax.
Having wealth inside superannuation and in particular an SMSF is a tax effective plan for most clients wishing to build their savings before retirement. Super has a standing tax effective rate of 15% but making sure your members pay only what they should at the most appropriate time is a key differentiator for Super Bright SMSF. We aim to assist and guide you on alternatives in tax planning to achieve the best outcomes for your clients. Whether it’s determining the optimal TPD drawdown combination, to when is the best time to liquidate or transfer assets. We can also assist with complex areas such as Divorce and Death.
Choose a time to discuss your SMSF needs
Review and sign our proposal
Let us take care of the rest!
