Self Managed Super Funds

Self Managed Super Funds

At Bee Group Accountants, we help you look after all of the administration, accounting and taxation needs for your Self Managed Superannuation Fund (SMSF). 

We provide a complete service, taking care of all aspects of your fund’s administration including looking after all of your paperwork, reporting and support in complying with superannuation and taxation laws.

You get the benefit of

Fixed fee structure which can be paid on a monthly basis

Preparation of the year-end financial statements of the fund

Preparation and lodgement of the funds annual income tax and regulatory return

Instructing and facilitating the funds annual independent audit

Obtaining actual certificates (as required)

Preparation of supporting minutes for transactions during the year

Acting as ASIC registered office for corporate trustee

SMSF reports accessible online on a monthly basis (subject to bank feeds)

Maintenance of permanent records of the fund

Corresponding with the Australian Taxation Office on fund tax matters

Attending to commencement and maintenance of pensions

Mail box for use for your fund administration documents

Do you have a rental property through your fund? We can help you with that too. 

Managing the Paperwork. We can receive and act on the paperwork throughout the year relating to the investments your SMSF holds. 

Receipt Management. We give you access to a Dext account where you can securely store all of the receipts for your transactions. So there’s no risk of theft, loss or data corruption by storing it on your local computer. That way if something happens to your laptop, your data remains safe and you can be straight back to work with a new one. 

All Investment Types. We help you look after the paperwork for all of your different Investments, including Rental Properties, Shares, Managed Funds, Cryptocurrency and more.

Real Time Data.  We use Class for our superannuation funds which is designed to help keep you up to date and on track.. We work on the same data file that you do. Everything is kept up to date on a quarterly basis so that you get regular insight into the performance of your fund. 

Specialist Advice. Provision of advice in relation to taxation matters of the fund, including contributions and withdrawal strategies and tax planning for asset realisation. 

Make the most of the tax advantages that come through investment through your SMSF by discussing your options.

You remain in control by choosing the level of service that best suits your needs and budget.

Packages

We are not financial advisors so are not able to provide investment advice nor are we able to recommend the establishment of a fund. We can put you in touch with our panel of recommended advisors if this is something you want to do.  

Managing the Paperwork

Receipt Management

Real Time Data

Specialist Advice

Growth

$99 month

Services (Deliverables)

Annual Cash Basis Bookkeeping

End of Financial Year Financial Statements

End of Financial Year Tax Package

End of Financial Year Audit

ASIC Agent Annual Review

Annual Audit at Base Fee (by third party auditor) Complex or Contraventions may incur additional charge

Support Level

Dedicated SMSF Accountant

Access and Support
Weekly correspondence by email

In The Zone

$297 month

Services (Deliverables)

Quarterly Cash Basis Bookkeeping

End of Financial Year Financial Statements

End of Financial Year Tax Package

End of Financial Year Audit

ASIC Agent Annual Review

Annual Audit at Base Fee (by third party auditor) Complex or Contraventions may incur additional charge

Support Level

Dedicated SMSF Accountant

Access and Support
Priority Support – 48 hour response via Email

Personalised

$1650 month

Services (Deliverables)

Monthly Cash Basis Bookkeeping

Quarterly Profit & Loss and Balance Sheet*

End of Financial Year Financial Statements

End of Financial Year Tax Package

End of Financial Year Audit

ASIC Agent Annual Review

Annual Audit at Base Fee (by third party auditor) Complex or Contraventions may incur additional charge

Support Level

Dedicated SMSF Accountant

Access and Support
Unlimited Support – 24 hour response

Additional Optional Services

Actuarial Certificate

Cryptocurrency Investments & Trading

Please contact us for a tailored fee estimate where you have

More than one rental property

20 or more investments

5 or more Dividend Reinvestments

Cryptocurrency investments (or trading)