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

Having a Self Managed Superannuation Fund (SMSF) can give you much greater flexibility and control over your retirement savings and just how they are invested.

When compared to commercial funds, a SMSF has a wider choice of investments available. You choose to make your own investment conditions, as and when market conditions change.

The flexible nature of a SMSF means that you can benefit from the significant tax advantages that superannuation provides, yet still remain in control.

We take care of all of the paperwork for you and you’ll have diret contact with your own Superannuation account manager.

Your SMSF will support you as you transition from your working career and into retirement. We help you along the way, providing advice around contributions and rollovers, establishing pensions and lump sum withdrawals as well as dealing with major events such as divorce, death and trustee appointments or removals.

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

Packages

We offer a capped fee structure which covers the administration of your fund for the year. This includes all of your annual reporting and compliance obligations along with periodic financial statements.

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

Financial Statements can be published on a quarterly, half yearly or annual basis depending upon the package you choose. Your listed SMSF investments are updated overnight, which means that your periodic members statements reflect the underlying market prices. In this way, you can monitor your members balances just the same as a commercial fund.

Talk to an SMSF expert about how we can support the administration of your fund by contacting our office of completing the online form.

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

Bronze

from $137.50

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

Access to Receipt Management Software and Mail Clearing

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

Support Level

Dedicated SMSF Accountant

Access and Support
Bronze Support – 5 day response via Email

Silver

$170 month

Services (Deliverables)

Quarterly Cash Basis Bookkeeping

Half Yearly Published Financials

End of Financial Year Financial Statements

End of Financial Year Tax Package

End of Financial Year Audit

ASIC Agent Annual Review

Access to Receipt Management Software and Mail Clearing

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

Support Level

Dedicated SMSF Accountant

Access and Support
Silver Support – 48 hour response via Email

Gold

$187 month

Services (Deliverables)

Monthly Cash Basis Bookkeeping

Quarterly Published Financials

End of Financial Year Financial Statements

End of Financial Year Tax Package

End of Financial Year Audit

ASIC Agent Annual Review

Access to Receipt Management Software and Mail Clearing

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 – 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

5 or more investments

2 or more Dividend Reinvestments

Cryptocurrency investments (or trading)