Optima Super offers a comprehensive SMSF administration service that provides back-office support to financial advisors whilst they retain full control of the client relationship. We attend to the complete administration for the fund from the compilation and processing of the client data to the lodgement of the annual return.
Our specialisation will complement your existing relationship with any of your clients who are looking for a high quality accounting service to attend to their annual SMSF administration.
As part of our service, we encourage your questions & feedback in relation to your customers compliance or tax issues. This ensures we provide the trustees with an exceptional standard of service whilst reducing any compliance risks.
We are not financial planners and do not provide public accounting services, we simply provide an efficient SMSF Admin outsourcing process for a fixed annual fee.
We have as little or as much contact with your client as you wish us to have.
As mentioned above, we attend to the complete administration of the fund. These services include, but are not limited to:
– Establish and wind up of SMSF
– Prepare financials, annual tax return, resolutions, etc.
– 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, etc
– Advise of any SMSF issues that we may become aware of
– Monitor Minimum/Maximum Pension Payment and Contribution Caps
– Liaise with the advisor, accountant and/or auditor whenever necessary
– Provide expert SMSF advice and assistance and whenever possible provide additional strategies for consideration by the advisor
– Accountants are provided an electronic copy of the full, referenced workpaper file and a BGL backup for each fund
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.
We are not financial planners and do not deal directly with your clients unless requested by you. A flat fee structure is provided for ease of administration. Invoices can either be issued directly to the trustees or to you and can include additional advisor fees that you may wish to charge.
Please contact us, we welcome your enquiry. Click here.