Superannuation Funds
Control your financial future with your own Self Managed Superannuation Fund.
Greater choice and flexibility in your investments
More control over your retirement funds
Draw down a tax-free pension when in retirement
Potential for higher net returns.
Get in touch with any questions
Self Managed Super Funds
Everyone needs a plan for their own retirement. What better way to be the master of your own destiny than with your own Self Managed Superannuation Fund administered with Bee Group Accountants.
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
Who is it for?
A Self Managed Superannuation Fund (SMSF) can give you much greater flexibility and control over your own retirement savings and how they are invested.
Your SMSF will support you as you transition from your working career into retirement. We help you along the way, providing advice around contributions and rollovers, peansions and lump sums as well as dealing with all major life events.
We take care of all of the paperwork for you to keep your fund compliant.
Accounting and Tax Packages
We offer a fixed 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.
With our SMSF service, our fees can vary based on the investments your fund holds. This includes factors like the number of shares, managed funds, and even whether your fund includes cryptocurrency or crypto assets. We’re here to provide transparent pricing tailored to your unique investment choices.
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
| SMSF Packages | Annual from $180/month |
Plus from $250/month |
Pro from $300/month |
|---|---|---|---|
| Services (Deliverables) | |||
| SMSF Bookkeeping | Annual | Quarterly | Monthly |
| Published Financials | — | Half Yearly | Quarterly |
| End of Financial Year Financial Statements | |||
| End of Financial Year Tax Package | |||
| Annual Audit at Base Fee* | |||
| Annual ASIC Compliance & Corporate Registry | |||
| Access to Receipt Management Software and Mail Clearing | |||
| Dedicated SMSF Accountant | |||
| Access and Support | Online Support within 3 business days |
Priority Support within 48 hours |
Premium Support within 24 hours |
* Annual Audit conducted by third party auditor. Complex funds or Contraventions may incur additional charge.
Ready to take control of your superannuation?
Book a Free ConsultationPricing is indicative. Tailored proposal will be given where you have:
More than one rental property
5 or more investments
2 or more Dividend Reinvestments
Cryptocurrency investments (or trading)
Download our SMSF Brochure
Your partners in managing every aspect of your Self Managed Superannuation Funds – from administration and accounting to taxation.
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