If you currently have an existing fund, we will handle the entire process of gathering information as required for the transition of your fund into our systems, forming the basis of ongoing administration and compliance of your SMSF. There are no charges for this service.
We recognise client ownership is fundamental to the success of any business. At Elite Super Solutions, we tailor our service to suit your business needs, and provide the flexibility for you to choose the level of service you require. You may choose to continue to act as tax agent; we will provide only the administration for your client's SMSF and the necessary information required for audit and lodgement of the annual return.
We work on a demand basis; you require our service, we provide the service to you. It's that simple! You have the flexibility to choose the service timeframe and there are no locked-in contracts with a minimum number of funds required. We provide support to your business and work in harmony with you and your staff to ensure your clients' SMSF compliance requirements are met. We have a three week turnaround service offering which allows you to meet your clients' expectations.
We provide independent SMSF audits for trustees, accountants and financial planners. With our streamlined process and systems we are able to deliver a premium quality auditing service to our clients.
We offer our clients one flat fee for all SMSF audits, regardless of:
the size of the fund and type of fund (pension/accumulation);
the number of investments;
the type of investments; and
number of members.
Trust Deed Amendment
Lump Sum Payment Documentation
Establishment of Superannuation Pensions
Pension Income Stream Calculations
SMSF Consulting Services
SMSF Borrowing Structuring
Estate Planning Strategies