Yes, we regularly remediate poorly administered funds. We reconstruct records, rectify compliance failures, and establish proper processes. While this requires initial investment, proper administration prevents future costly problems.

Absolutely. Our administration service seamlessly integrates with accountants, financial planners, and lawyers. We can work with your existing advisors or leverage our complete specialist network for comprehensive support.

We prepare all documentation for your independent audit and coordinate with approved SMSF auditors. Our meticulous record-keeping typically results in clean audits with minimal queries. We manage any auditor questions and implement recommendations.

DIY administration might save money initially but often costs more through missed opportunities, compliance failures, and time investment. Our professional administration typically costs $2,000-$3,500 annually but prevents penalties and identifies opportunities worth many times this investment.

Our administration includes proactive monitoring for strategic opportunities: contribution cap increases, carry-forward provisions, pension commencement timing, and legislative changes that benefit your fund. We alert you to opportunities, not just obligations.

Pension administration requires precision. We calculate minimum payments, manage commutation strategies, prepare actuarial certificates when needed, and ensure compliance with pension standards. This includes transition to retirement and account-based pension management.

Regular reporting includes quarterly statements, annual reviews, and strategic alerts. Our online portal provides 24/7 access to your fund information. We also provide proactive communication about opportunities and required actions.

We record all investments, maintain proper documentation, track corporate actions, and ensure investment strategy compliance. For property, we maintain lease documents, rental records, and expense documentation.

With our comprehensive administration service, expect to spend 10-20 hours annually on strategic decisions and reviewing documentation. We handle the complex compliance, bookkeeping, and regulatory requirements. You focus on investment decisions and strategy.

We monitor contribution caps, track bring-forward provisions, ensure contributions are allocated correctly, and alert you to timing opportunities. This prevents excess contribution penalties while maximising your contribution opportunities.

As trustees, you retain responsibility for investment decisions, strategy approval, and signing key documents. We prepare everything, explain implications, and guide decisions, but final approval remains yours—ensuring you maintain control while we handle complexity.

Our administration service includes deadline management to prevent this. We track every requirement and provide advance notice. If issues arise, our specialists manage rectification, often avoiding penalties through voluntary disclosure and professional management.

Our local Western Sydney presence means rapid response to urgent requirements. Whether it’s an unexpected investment opportunity or emergency benefit payment, our administrators can prepare documentation quickly while ensuring compliance.

Online services offer cheap processing but minimal support. Our administration combines technology efficiency with specialist expertise and personal service. When complex issues arise, you speak with experts who understand your fund, not call centre staff reading scripts.

We use purpose-built SMSF administration software ensuring accuracy and efficiency. This includes automated compliance checking, integrated reporting, and secure document management. You receive portal access for real-time fund visibility.