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Self Managed Super Fund (SMSF) Services

Our SMSF advisors are on hand to assist with SMSF administration services be it setting up a new fund or taking over an existing one. SMSF Works also assist with pensions and limited recourse borrowing, providing documentation, portfolio management, consulting and ongoing technical support to all clients. Click on one of our SMSF services below for more information:

SMSF Administration Services

Limited Recourse Borrowing & Bare Trusts

Find out more about limited recourse borrowing arrangements (LRBA) and bare trusts and how to borrow in order to purchase a property. Read up on the most common mistakes that trustees can make as well as the structure and ownership of a LRBA.

Setting up a SMSF

SMSF Works can help you 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.

Administration of Existing Self Managed Fund

If you have an existing self managed super fund and would like SMSF Works to take over the administration, accounting and taxation functions, please contact us. We provide ongoing technical support and specialist advice.

Account Based Pensions (TRIS)

SMSF Works can take care of your pension needs. From providing the correct pension documentation to converting allocated pension funds to account based pensions (ABPs), we can help you. Read through for more information about commencing an income stream, the benefits of ABPs and transition to retirement income streams (TRIS).

Other SMSF support:

Portfolio Management Service

Providing Trustee’s with access to our online portfolio service. Keeping you up to date with your fund investments and simplifying the end of year accounting and audit process.
Features include:

  • Daily valuation of investments
  • Portfolio reports
  • Automatic update of dividends
  • Automatic update when buying or selling assets
  • Consolidated portfolio valuations including shares, direct property, syndicated property and full range of unit trusts

Consulting Service

Assistance with all strategic issues related to the operation of self managed super.
This service is charged at an hourly rate subject to client circumstances and may include outsourcing of various components for specialist legal, estate planning and tax advice.

Ongoing Technical Support

Ongoing technical support via email to assist with those day to day general queries in regard to their self managed super fund.