Self Managed Superannuation Fund Services

InTouch’s goal with Self Managed Superannuation Fund owners is to provide professional taxation advice whilst making the stringent annual obligations imposed upon them as stress free and simple as possible. Our fees are reasonable, we also want your super to last as long as possible.

Cloud based solutions

Cloud computing solutions for maintaining your Super Managed Superannuation Fund, the smart and easy way:

  • Live investment reports at market values and Income reports for your Fund’s investments

  • Paperless solutions for storing and receiving your funds correspondence (bank statements, dividend and trust distribution statements, holding statements etc.)

  • Access your funds reports and documents on demand anywhere using any computer, laptop or device (iPhone, iPad, Androids etc.) with internet access

  • Simpler and often cheaper Annual Compliance process (Tax Return, Financial Statements and Audits)

  • Discounted fees for Actuarial Certificates

  • Ensure your minimum payments are met

  • Up to date information helps improve the quality of tax advice and aids making good investment decisions

Our more traditional services include:

Establishment of a Self Managed Superannuation Fund including all required registrations.

Ongoing Administration of a Self Managed Superannuation Fund, including,

  • Financial Statements

  • Annual Tax Return

  • Investment Reports

  • Member Statements

  • Investment Strategy

  • Annual Trustee Resolutions

  • Trustee Minutes

  • Handling of ASIC affairs (if corporate Trustee)

Audit of Self Managed Superannuation Fund by ASIC registered SMSF auditors

Advice surrounding the running of a Self Managed Superannuation Fund, including:

  • All Pension types

  • Trustee role and responsibilities

  • Actuarial Certificates

  • Lump Sum Benefits

  • Operation of Superannuation Industry (Supervision) Act 1993