Optima Super offers a comprehensive SMSF Administration Service that enables accountants to outsource their SMSF administration and still retain full control of the client relationship.
We provide a full back-office support function that delivers an efficient and cost-effective alternative for your clients’ administration needs. Our real-time processing technology and the integration of online reporting systems provides a specialised service which keeps pace with a changing SMSF environment.
Our service will allow your practice to concentrate on your core business activities with the knowledge that the administration needs of your SMSF clients are being attended to by specialists in a cost effective professional manner behind the scenes. We have as little or as much contact with your customer as you wish, so there is no concern your client relationship is being infringed.
Optima does not provide public accounting or financial planning services; we simply provide an efficient outsourcing process to small to medium sized accountants at a fixed annual fee.
We attend to the complete administration of the fund from the compilation and processing of client data to the lodgement of the annual return. These services include, but are not limited to:
– Establish and wind up of SMSF
– Preparation of financials, annual tax return, resolutions, etc.
– Provision of a back-up disc and copies of work papers after each financial period
– Prepare PAYG Payment Summaries and Business Activity Statements
– Prepare Pension Minutes and organise Actuary Reports
– Prepare other documents as needed such as Notice of Deductibility forms and Acknowledgement Letters; Gainful Employment declarations
– Advise of any SMSF issues that we may become aware of
– Monitor Minimum/Maximum Pension and Contribution Caps
– Liaise with the advisor, accountant and/or auditor whenever necessary
– Facilitation of an independent audit
Additionally we provide expert SMSF advice and assistance and whenever possible provide additional strategies for consideration by the advisor.
Our qualifications include having a Full Public Practicing Certificate and membership with the Institute of Chartered Accountants in Australia, Specialist SMSF Advisor status with SPAA and Registered Tax Agent status with the ATO.
Again, we are not financial planners or general accountants and do not deal directly with your clients unless requested by you.
Please contact us, we welcome your enquiry. Click here.