Self Managed Superannuation Funds

The BDH & Co Self Managed Super service offers a full suite of all the operational and administrative needs of a SMSF.

Our service offering includes the following:

Trust Deed service

• For new Funds a complying deed is sourced from BDH & Co’s preferred legal supplier.
• For existing Funds, the Trustees must determine whether the existing deed is complying or not. BDH & Co can arrange for a review service to be provided by their preferred legal supplier to assist with this process.

Fund establishment

• Completing application to become a regulated Fund.
• Completing ABN and TFN applications.
• Completing establishment minutes and member application documentation.
• Organising the rollover of any amounts into the Fund.

Actuarial

• Arranging actuarial calculations as required. Statutory obligations
• Preparing and lodging statutory annual returns.
• Lodging all statutory reporting forms.
• Preparing annual statutory financial accounts and Members' statements.
• Preparing all minutes for the Trustees to sign.
• Preparing audit work papers and liaising with the auditor of the Fund in regards to the audit.

Fund reporting, trustee obligations and administration

• Regular Fund reporting to the Members, Trustees and any financial advisers including reporting on investment valuations and movements.
• Advising Trustees of their upcoming obligations.
• Advising the Trustees of movements of assets outside of the investment strategy.
• Maintaining of records for each member including balances, contributions, allocation of contributions and drawdowns to the correct components.
• Monitoring of non-standard assets to advise of need for revaluation.
• Retaining records in digital format for the mandatory 10-year period.

Taxation and audit

• Determining taxation payments for the Fund and the members.
• Preparing contribution reporting.
• Arranging for preparation and lodgment of the Fund's annual Taxation Return.
• Preparing and lodging of GST, BAS and IAS Returns as applicable.
• Preparing all Rollover documentation for the appropriate regulator.
• Preparing comprehensive work papers at year end to simplify the audit process.

Technical strategy assistance

• Preparing advice relating to the technical structuring of Funds whether in accumulation or pension mode.
• Calculating and implementing of pensions, multiple pensions, multiple account types and components.
• Dealing with specific issues as a result of a death or divorce.
• Providing assistance with understanding how to apply the law to personal situations.

'Fix-it' service

• Taking on non-complying Funds and fixing them (if possible).
• Bringing messy Funds that are missing substantial documentation up to date.

If you would like to discuss any of these matters please contact Gede Barone, Brad Hodge

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