Take-over of existing Fund

You may already have an SMSF but are looking for the extra support and comfort we can provide. Once appointed as your fund’s administrator we will perform a free “health check” of your fund which includes:

• Review your existing trust deed
• Check the ATO records to ensure lodgments are up to date
• Ensure pension paperwork is adequate
• Review member statements for omitted information
• Review prior year financial statements and tax return
• Ensure minutes and investment strategy are up to date

It is often uncomfortable changing accountants/administrators but our take-over clients agree that it’s worth it. Superannuation Services has given them peace-of-mind knowing we will work closely with them to ensure their Fund is compliant and hassle-free.

Change to Superannuation Services now and receive your free health check.