ServicesAt Next Step Super, we specialise in providing a comprehensive range of services for your Self-Managed Superannuation Fund (SMSF). With our expertise and dedication, we are here to assist you every step of the way. |  |
Here are the services we offer:
| SMSF Set Up: We help you establish your SMSF with precision and efficiency. Our team will guide you through the process, ensuring compliance with all regulatory requirements and helping you make informed decisions. | Preparation of Tax Return and Financial Statements: Our experienced professionals will prepare your SMSF's tax return and financial statements accurately and in accordance with relevant legislation. We strive to optimise your tax position and provide a clear snapshot of your fund's financial performance. | Organisation of Audit for the Fund: We understand the importance of a thorough and compliant SMSF audit. Our team will coordinate and liaise with independent SMSF auditors to ensure a seamless and hassle-free audit process. |
| Administration for the Fund: Managing an SMSF involves various administrative tasks. We take care of the administrative burden, including maintaining accurate records, managing documentation, and ensuring compliance with reporting obligations. | Assistance in Rolling Over from Industry/Retail Fund: If you are considering transferring your superannuation savings from an industry or retail fund to an SMSF, we provide expert guidance throughout the rollover process. We ensure a smooth transition and help you maximize the benefits of an SMSF. | ESA & Superstream Registration: We assist in registering your SMSF for the Electronic Service Address (ESA) and Superstream, ensuring seamless electronic communication and compliance with the latest industry standards. |
| Assistance in Wind Up of SMSF: If you decide to wind up your SMSF, we provide comprehensive support throughout the process. Our team will guide you through the necessary steps, ensuring compliance with regulatory requirements and efficient closure of the fund. | Any Other Accounting/Administration Queries and Issues for Your SMSF: We understand that each SMSF is unique, and you may have specific accounting or administration queries. Our knowledgeable team is available to answer your questions, provide expert advice, and assist with any issues that may arise. |
At Next Step Super,
we are committed to delivering exceptional service, personalized attention, and tailored solutions to meet your SMSF needs. Let us be your trusted partner in achieving your retirement goals. Contact us today to discuss how we can assist you with your SMSF journey.