We have been here since 2006 and we are here to stay

SMSF Specialists

Our sole focus is to provide independent and practical solutions to SMSF Trustees via their professional advisers or directly. Our practical solutions are backed by our comprehensive advice, documentation and administration service. Our client service is delivered locally, personally and professionally. We have been here since 2006 and we are here to stay.

Take advantage of our free SMSF Evaluation Tools

Establishment Assessment Tool

SMSF Works has released a “is an SMSF right for your client analytic tool”. The analytic tool takes into account your clients personal circumstances in assessing and reaching a conclusion. SMSF Works then produce the SOA and establishment documents for you to present to your client.

LRBA Assessment Tool

SMSF Works has released an “is a LRBA right for your clients SMSF analytic tool”. The analytic tool takes into account your client’s personal circumstances in assessing and reaching a conclusion. SMSF Works then produce the SOA and establishment documents for you to present to your client.

Our
Services

New SMSF Establishment

SMSF Works can help you with the set up a new self managed superannuation fund (SMSF) – our SMSF package includes a trust deed, minutes, pro forma binding death benefit nomination forms, product disclosure statement as well as an indexed superannuation folder.

Accounting and Tax

SMSF Works have a dedicated accounting and audit division solely dedicated to compliance and ongoing management of SMSF’s. In an effort to create a more seamless and less complicated experience for Trustees SMSF Works use the latest technology in order minimise the time and activity required by trustees in order to maintain the compliance of their SMSF.

Super Borrowing (LRBA)

From July 2007, SMSF Trustees are now in a position to borrow to buy a commercial or residential property, however the property must be acquired via Bare or holding trust. SMSF Works can provide you with assistance and technical support in relation to the establishment of the bare trust and compliance requirements of the lenders.

Licensed Advice

From 1 July 2016 anyone providing personal advice to SMSF members and trustees must hold the appropriate qualifications. SMSF Works holds a limited AFSL and has the qualifications and experience to assist trustees. Alternatively supporting our accounting partners who have made a business decision not to hold their own license and have chosen SMSF Works to assist their clients when licensed advice is required.

Account Based Pension

From 1 July 2017 the Government introduced legislation limiting the amount of money that a person, having met a condition of release (generally retirement or age 65), can use to commence a retirement income stream to a maximum of $1.6m. This is known as accessing you transfer balance cap (TBC) and can be done so by establishing an account based pension. SMSF Works can provide you with up to date pension documentation, including reversionary beneficiary or binding nominations where required and assistance with ATO reporting.

Trust Deed Amendments

As legislative changes to superannuation rules are introduced trustees have an obligation to keep their deed up to date. SMSF Works can provide you with an up to date deed dealing with both legislative requirements and personal strategic requirements including estate planning and beneficiary nominations.

Our Services

New SMSF Establishment

SMSF Works can help you with the set up a new self managed superannuation fund (SMSF) – our SMSF package includes a trust deed, minutes, pro forma binding death benefit nomination forms, product disclosure statement as well as an indexed superannuation folder.

Accounting and Tax

SMSF Works have a dedicated accounting and audit division solely dedicated to compliance and ongoing management of SMSF’s. In an effort to create a more seamless and less complicated experience for Trustees SMSF Works use the latest technology in order minimise the time and activity required by trustees in order to maintain the compliance of their SMSF.

Super Borrowing (LRBA)

From July 2007, SMSF Trustees are now in a position to borrow to buy a commercial or residential property, however the property must be acquired via Bare or holding trust. SMSF Works can provide you with assistance and technical support in relation to the establishment of the bare trust and compliance requirements of the lenders.

Licensed Advice

From 1 July 2016 anyone providing personal advice to SMSF members and trustees must hold the appropriate qualifications. SMSF Works holds a limited AFSL and has the qualifications and experience to assist trustees. Alternatively supporting our accounting partners who have made a business decision not to hold their own license and have chosen SMSF Works to assist their clients when licensed advice is required.

Account Based Pension

From 1 July 2017 the Government introduced legislation limiting the amount of money that a person, having met a condition of release (generally retirement or age 65), can use to commence a retirement income stream to a maximum of $1.6m. This is known as accessing you transfer balance cap (TBC) and can be done so by establishing an account based pension. SMSF Works can provide you with up to date pension documentation, including reversionary beneficiary or binding nominations where required and assistance with ATO reporting.

Trust Deed Amendments

As legislative changes to superannuation rules are introduced trustees have an obligation to keep their deed up to date. SMSF Works can provide you with an up to date deed dealing with both legislative requirements and personal strategic requirements including estate planning and beneficiary nominations.

I would like to thank SMSF Works and specially Rob for your continued service to our super fund. When business change ownership there is sometimes a bit of concern that things will not be the same. no such concern with SMSFworks under your stewardship.

Mel