We provide a comprehensive range of SMSF services.
Do you need some help from an SMSF expert?
Thinking of setting up your own SMSF?
Want to know what else your SMSF can do?
We can transform your SMSF offering with a professional white labelled solution.
We can help you plan for the future.
What We Offer
We have a comprehensive range of SMSF services from administration to strategic and technical advice.
Our SMSF Administration Service Offering
We are a full service professional firm that can assist you with:
Establishment of SMSFs with Special Purpose Corporate Trustees
Establishment of Limited Recourse Borrowing Arrangements (LRBAs) and other trusts
SMSF Administration (from annual financial statements and tax return reporting to bringing on-board new members)
Pension commencement and calculations
SMSF Trust Deed reviews and upgrades
Our SMSF White Label Solution
We provide an electronic white labelling solution to professional firms to enable them to focus on value add client interactions, not just the compliance work. Contact us today to discuss how we can transform your SMSF service offering.
The white labelled solution includes:
Preparation of annual financial & member statements and tax returns
Maintenance of investment capital gains tax records
Maintenance of memberships details and components
Electronic storage of SMSF records
Preparation of accounting and compliance workpapers for audit
Preparation of client package using your company logo and preferred content
Providing SMSF files and documents to your preferred auditor
Notification of potential compliance issues
Where requested, a tailored SMSF review highlighting opportunities for you to discuss with your client
Some of the SMSF strategies we have developed for our clients include:
Re-contribution strategies to increase tax-free benefits
Pension strategies to increase tax deductions
Multiple property borrowing strategy within SMSFs
Using LRBAs with non-geared related trusts for property development
Estate planning strategies to preserve wealth for the next generation
We are able to assist you with technical and compliance advice including assisting you with rectifying breaches of superannuation law and ATO reviews.
^ Jason McLaren is an Authorised Representative of Australian Unity Personal Financial Services AFSL 234459 and can provide financial advice through Flow Financial Planning.
Interested in what we can offer you? Get in touch today!