Superannuation
Superannuation fund administration
Take charge of your financial future and secure a comfortable retirement with our Self-Managed Superannuation Fund (SMSF) services. At Cheesman Applegarth, we firmly believe in the power of independence when it comes to managing your superannuation benefits. Our expert team is dedicated to helping you ensuring a worry-free retirement.
Navigating the complexities of forming and managing an SMSF can be daunting, but our SMSF specialists are here to simplify the process for you. With our guidance, you can focus on watching your superannuation grow, knowing that your financial future is in capable hands. Let us empower you to take control and enjoy the freedom that comes with a well-planned SMSF.
Superannuation is one of Australia’s fastest growing investment assets. A self-managed superannuation fund (SMSF) provide you with the most control and access to features that are not available in any other super structure.
Our Financial Services team can help you assess the suitability of a SMSF for you and answer any questions you have about superannuation.
Our specialised self-managed superannuation team can help SMSF Trustees with the following:
Establishing a SMSF
Our SMSF establishment service takes the hassle out of setting up a new self-managed super fund (SMSF). We handle the entire establishment process, from creating the trust deed to registering your fund with the Australian Taxation Office. Our team of experts will guide you through each step, ensuring that your SMSF is set up correctly and compliant with all relevant regulations. With our service, you can have peace of mind knowing that your SMSF is in good hands.
SMSF ADMINISTRATION
SMSF Administration using Class Software provide a seamless experience, we offer a range of supplementary benefits to cater to your evolving needs. These include:
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Events-Based Reporting: We handle events-based reporting to keep your SMSF compliant with regulatory requirements, ensuring timely and accurate reporting of important events.
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Lodgement of Tax Returns, Activity Statements and quarterly TBAR reports: Our team takes care of tax returns and lodging activity statements, reducing your administrative burden and ensuring seamless tax reporting.
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ASIC Corporate Trustee Management: If you opt for a corporate trustee structure, we manage all ASIC-related responsibilities, ensuring your SMSF's corporate trustee remains compliant.
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Facilitating Payments of Fees and Tax: We facilitate the process of making SMSF-related payments, including fees and tax obligations, to streamline your financial transactions.
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Monitoring Pension Payments: For members receiving pension payments, we closely monitor these payments to ensure they meet the necessary standards and regulations.
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Advice on administrational requirements for investments: Establishment of investment strategies, assistance with any trading account setups and record keeping of investment acquisition, management and disposal.
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Administration of ATO Correspondence: We deal with the important information to ensure you are up to date with your requirements as a Trustee in a timely manner.
SMSF Wind-Up
We ensure a seamless SMSF wind-up, managing all regulatory requirements for a smooth transition. Our experts handle financial transactions, asset disposal, and final reporting, providing you with a hassle-free wind-up process.