At Integral Super Services we offer the following services:
SMSF Audit
Integral Super Services provides a personal and professional independent audit for trustees, accountants and financial planners. With our streamlined process and systems we can offer to undertake the audit at a cost effective price and with a fast turnaround time.
As an expert in the field of superannuation with over 15 years experience, we are more than happy to answer any questions you may have. We have extensive experience and understanding of all superannuation issues and prefer to liaise with the client earlier to assist in rectifying any compliance issues. We are always here to help.
SMSF Annual Compliance
Self-Managed Super Funds (SMSFs) must comply with Australian Superannuation legislation to be eligible for tax concessions. All super funds must be set up for the sole purpose of providing retirement benefits. This key purpose is outlined in the fund’s Trust Deed.
As an SMSF Trustee, you know the complexities of managing your own fund. Our goal is to remove the administration burden, so you can focus on the important decision involved in running your SMSF. Our team can provide the following services:
- Preparation of annual financial statements, including Minutes
- Preparation and lodgement of the Superannuation Fund’s annual income tax return
- Preparation and lodgement of Activity Statements, if applicable
- Organise for the external independent Audit of the SMSF
- Preparation of the member benefit statements
- Manage communication and correspondence with the Australian Taxation Office
- Annual Superannuation Pension documentation
- Management of the $1.6m Total Superannuation Limits
- Transfer Balance Cap (TBAR) Reporting to the ATO, if applicable
The ATO can impose a range of penalties on SMSF Trustees who fail to meet their compliance obligations. Given the ever-changing rules and complexities around compliance, our experts make it their job to be on top of everything to help you remain compliant. So it is imperative you liaise with an expert to help you stay in control of your SMSF.
SMSF Consulting
Integral Super Services can provide SMSF tax strategies to complement your investment and retirement goals. Through our comprehensive knowledge of the superannuation regime, we can provide practical tax advice on:
- In house assets, in particular around related party investments
- Related party loans
- Related party acquisition rules
- Pre 1999 Unit Trusts
- SMSF Borrowing rules
- SIS Requirements relating to collectables
- Tax consequences of your Estate Planning decisions
- Capital Gains Tax and General Tax Advice for SMSFs
We can provide the expert technical advice to make the most of your SMSF when you need it.
Integral Super Services does not outsource any work with all work being conducted in Melbourne.