SMSF Administration
At Waugh Miller Macqueen, we take pride in offering expert Self-Managed Superannuation Fund (SMSF) administration services that empower you to take control of your financial future. Our dedicated team combines deep financial expertise with a comprehensive understanding of the ever-evolving SMSF regulations in Australia.
Managing an SMSF requires meticulous attention to detail and adherence to intricate compliance standards. Our services are tailored to ensure that your SMSF remains compliant while maximizing its financial potential. From record-keeping to reporting, we handle the administrative complexities, allowing you to focus on your retirement goals.
With a commitment to transparency and precision, we work closely with SMSF trustees to provide a comprehensive suite of services that cover everything from investment strategy formulation to pension planning. Whether you’re a seasoned investor or new to the world of SMSFs, our team is here to provide guidance and support every step of the way.
Waugh Miller Macqueen believes in fostering trust and confidence. With our SMSF administration services, you can have peace of mind knowing that your retirement nest egg is being managed with the utmost care and professionalism. Our goal is to simplify the complexities of SMSF administration, allowing you to confidently shape your financial future and enjoy the benefits of a well-managed self-managed superannuation fund.
- Preparation of Financial Statements & Tax Returns
- Tax Estimates, Advice & Planning
- Preparation of Business Activity Statements
- Structure Advice
- Primary Production Averaging Analysis
- Cashflow Management and Transaction Advice
- Liaising with Consultants, Banks, Brokers, Lawyers, etc
- Preparation of Financial Statements & Tax Returns
- Tax Estimates, Advice & Planning
- Preparation of Business Activity Statements and Taxable Payment Annual Report
- Structure Advice
- Cashflow Management and Transaction Advice
- Liaising with Consultants, Banks, Brokers, Lawyers, etc
- Structure Advice and Long Term Planning
- Land and Asset Transfers
- Analysis and Advice of Tax Consequences
- Cashflow Management and Transaction Advice
- Estate Planning and Instructions for Estate Lawyers.
- Processing of STP Compliant Payroll and Superannuation
- Annual Payroll Finalisation
- Payroll and Remuneration Advice
- Processing and Reconciliation of Financial Data.
- Full suite of ASIC Agent services
- Completion of Annual Compliance Review and Statements
- Preparation and Lodgement of ASIC Forms where applicable
- Preparation of Financial Statements & Annual Return
- Liaison with SMSF Auditor
- Compliance with ATO Regulation
- Processing of fund transactions and reporting of fund performance
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