SMSF Administration

As specialists, Optimus Private Super provides all administration services required to ensure your SMSF remains compliant with government regulations. Our service covers hassle free compliance, tax and administration for professional advisors and their clients.

Our service includes:

• SMSF establishment;
• Pension documentation;
• Preparation of Special Purpose Financial Statements and Annual Members Statements;
• Liaising with external Auditors, Advisors and Actuaries;
• Appointment as Tax Agent and preparation of:
    - SMSF Annual Return
    - Annual GST Return and Activity Statements
    - PAYG Payment Summaries
• ATO Audit Coverage and payment of tax liabilities and actuarial fees;
• Appointment  as ASIC Registered Agent and lodgement of Annual Returns;
• Fund Administration including:
    - Trust Deed and Automatic Upgrades
    - Special Purpose Corporate Trustee
    - Changes to membership
    - Member Contributions
    - Documented Investment Strategies.
• Attractive Fixed Fee Schedule.