As the trustee of your SMSF, you are responsible for the administration, management and compliance of your Fund.

The Administration Service is designed to assist trustees of SMSFs to effectively manage the operations and compliance of their fund. The Administratation Service provides the administrative support you'll need as a trustee. The investment options available with an SMSF give you more investment control, allowing you to tailor investments to meet your needs and expectations. An SMSF provides you with a vehicle that can accommodate sophisticated retirement and financial planning strategies, including capital gains tax (CGT) management.

Accumulating wealth using an SMSF generally gives you control over the timing of asset sales and purchases, which plays a major role in managing your SMSF's tax position.

When you retire after age 60 your Fund can pay you a lump sum and/or pension which is generally tax-free. For most Australians, superannuation forms a significant part of their accumulated wealth. The Administration Service allows you to retain more control over your retirement capital and can play a key role in your estate planning arrangements. The Service is the ideal way to remove the administrative burden associated with running your Fund and any pensions payable from your Fund. We handle the day-to-day administration matters, leaving you free to focus on the all important investment and financial planning decisions.

Given the importance of superannuation, the enduring nature of retirement income streams (which may operate for up to 25 years or more) and the increasing complexity of financial markets, the choice of administrator for your Fund is a crucial decision


Technical Bulletin 4-2011 - 2011 In Review