Our Forte
Self-Managed Super Funds
Self-Managed Super Funds gives you the power to take all the decisions relating to your Superfund, thereby giving you complete control over your future. But as we often say – Great Power comes with Great Responsibilities, having a Self-Managed Super Fund means increase in administrative and compliance requirements. SMSF law being complex, most SMSF trustees prefer a professional for handling their SMSF processing.
When you outsource your SMSF processing to Collab, you remain rest-assured that your SMSF processing is handled by a team of professionals, who are up to date with the SMSF Law. Our team is highly skilled and experienced in various software relating to SMSF processing like Class Super, BGL 360, Accurium etc. as well as other desktop based software.
A Clear Picture
Self-Managed Super Funds
The scope of our work includes
- Bank & Other Investment Transactions Processing
- Preparation Of Financial Statements
- Obtaining Actuarial Certificates
- Preparation Of Detailed Working Papers
- Setting Up SMSF On SMSF Processing Software
- BAS / IAS Preparation
- Calculation Of Amount Of Minimum Pension To Be Withdrawn
- Monitoring Concessional and Non-Concessional Contributions
You’ll need to provide
- Access To Existing Smsf Processing Software
- Details For Setting-Up The SMSF
- Bank Statement Or Activated Bank Feeds
- Response To Our Queries
Reports we provide
- Year-End Accounting Workpaper
- Portfolio Snapshot
- Investment Summary
- Contributions Cap Report
- SMSF Financial Statements and Tax Returns
Related Services
See Our Related Services
