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Administering your SMSF

To help clients get the most out of their Super, we have simplified the SMSF administration process.

Your needs

  • An end to end SMSF solution
  • Simple SMSF administration process
  • Cost effective solution to maximise returns from fund.

Our solution

Our system is designed to capture your fund information on a monthly basis. This enables us to plan for compliance breaches and planning opportunities. It also identifies:

  • Sources of value to Trustees
  • Potential compliance breaches for rectification
  • Potential overpayments
  • Required trustee actions.

As a result, we can we communicate according to your preferred method which may take the form of:

  • Adviser and trustee alerts and web-accessed exception reports for oversight
  • Providing fund accounts, tax and compliance returns.

Client Portal Access – documents are made available to both advisers and clients

The Deloitte Private SMSF Solution will not only assist you and your advisor in ensuring you are complying with government regulatory SMSF standards, but when it’s time for your audit, just log on and everything you need will be at your finger tips.

Support

  • A telephone hotline provides clients with access to the technical support required to navigate the system
  • An email service enables clients to clarify simple superannuation issues affecting them
  • Our solution electronically identifies planning opportunities and identifies potential breaches
  • Technical support that will ensure the platform remains functional at all times.

Deloitte SMSF accounting timeline

Real time and annual processing

Real time processing enables transactions and accounts to be processed monthly, resulting in early identification of non-compliant transactions and missing information:

  Once a year provider Deloitte
Financial statements, audit and actuarial (where necessary) Yes Yes
Contribution history Up to date per last financial year Live
Cash reconciliation Up to date per last financial year Monthly
Asset reconciliation Up to date per last financial year Monthly
Compliance breach No monitoring Monthly
Compliance exception reporting No reporting Monthly
Tax partner relationship for assurance Nil Yes
Proactive development of client strategy Nil Yes


Additional services

As a client you will also have access to the following additional SMSF Trustee Services:

  • Establishing a new fund or member
  • Deloitte’s compliant Trust Deed
  • Trust Deed update service
  • Statutory documentation
  • Transferring an existing fund
  • Account details administration
  • Transaction advice and tax structuring
  • Transition to retirement and pension stage structures
  • Actuarial advice and pension certificates
  • Tax and superannuation planning
  • ATO communications and returns.

Contact us to find out more.

 

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