Outsource Your Accounts provides a range of professional services to assist in all aspects of self-managed super fund administration.

They include:

  • Preparation of financial accounts and tax compliance: An SMSF has an obligation to prepare financial accounts, undertake an audit of the accounts, and lodge a tax return.
  • Trustee duties: An SMSF must appoint a trustee. The trustee is responsible for operating the self-managed super fund within the guidelines set by the Australian Taxation Office. We provide our SMSF clients free advice as to how to remain compliant.
  • Pension and transition to pension: From age 55 onwards, it’s possible to draw an income from your self-managed super fund if you’re still working on a part-time basis. Once you reach preservation age an SMSF can be in pension mode. We can advise on the minimum amount of withdrawals required to maintain a zero tax rate.

SMSF Accumulated Mode

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  • Contribution cap
  • Accounting
  • Tax Payable calculation
  • Members distribution
  • Tax Payable calculation
  • Crystallisation report

SMSF Transition to Retirement

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  • Accounting
  • Transition to pension
  • Members distribution
  • Actuarial certificate
  • Income tax return

SMSF Pension Mode

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  • Accounting
  • Share register
  • Members distribution
  • Commutation calculations
  • Income tax return
  • SMSF Minutes