AdministrationAt Next Step Super, we offer comprehensive Self-Managed Superannuation Fund (SMSF) administration services, combined with a strong focus on compliance with both the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). With our advanced accounting software and expertise, we streamline the administrative process and ensure that your SMSF meets all regulatory requirements. |  |
Our SMSF Administration Services:
| Compliance with ASIC and ATO We understand the importance of complying with regulatory guidelines set by ASIC and the ATO. Our team is well-versed in the rules and regulations governing SMSFs, and we work diligently to ensure that your fund remains compliant. We stay updated on any changes or updates to regulatory requirements and make sure your SMSF adheres to them. | Technologically Advanced Accounting Software We leverage cutting-edge accounting software specifically designed for SMSF administration. Our software enables us to efficiently manage your SMSF's financial records, transactions, reporting, and compliance documentation. With this advanced technology, we enhance accuracy, streamline processes, and provide you with real-time access to your SMSF information. |
| Financial Record-Keeping Our administration services include meticulous financial record-keeping for your SMSF. We maintain accurate and up-to-date records of contributions, investments, expenses, and transactions. This ensures transparency and facilitates easy access to information when needed. | Compliance Documentation We assist in preparing and managing all necessary compliance documentation required for your SMSF. This includes the preparation of minutes of trustee meetings, member statements, and documentation related to investments, contributions, and pensions. Our thorough approach ensures that your SMSF remains compliant with regulatory requirements. |
| Contribution Management We handle the management of contributions to your SMSF, including monitoring contribution caps, assessing eligibility, and ensuring compliance with contribution rules and limits. Our team provides guidance on the most tax-effective contribution strategies for your SMSF. | Pension Management If your SMSF provides pension benefits, we assist in managing the pension payments, minimum pension requirements, and reporting obligations. We ensure that your SMSF meets the necessary rules and regulations associated with pension payments. |
| Reporting and Annual Returns We prepare and lodge the annual returns for your SMSF, including the required financial statements, member statements, and regulatory reporting. Our comprehensive reporting ensures compliance with reporting obligations and provides you with a clear overview of your SMSF's financial position. | Ongoing Support and Communication Our dedicated team is available to provide ongoing support and answer any queries you may have regarding your SMSF administration. We foster open communication and ensure that you are informed about any updates or changes relevant to your fund. All phone calls and emails are completely free therefore you can contact us anytime at info@nextstepsuper.com.au |
 | Partner with Next Step Super:At Next Step Super, we combine advanced technology, expertise, and a commitment to compliance to provide you with seamless SMSF administration services. Our focus on complying with ASIC and ATO regulations, combined with technologically advanced accounting software, ensures that your SMSF administration is efficient, accurate, and in line with regulatory requirements. Contact us today to learn more about our SMSF administration services and how we can assist you in streamlining the administration of your SMSF while maintaining compliance. Let us be your trusted partner in the smooth operation and management of your SMSF. |