SAS can provide “back office” services to accountants and financial planners to assist them in their dealings with clients, or deal directly with fund trustees.

Our services include: 

Establishment of a Self Managed Superannuation Fund 

Download SMSF establishment form here.

Administration of a Self Managed Superannuation Fund, including:

• Financial Statements
• Member Statements
• Income Tax & Regulatory Returns
• Trustee Minutes
• Member Contributions Statements
• Investment Reports 

Audit of a Self Managed Superannuation Fund

Advisory services on the operation of Self Managed Superannuation Funds, including:

• Operation of Superannuation Industry (Supervision) Act 1993
• Eligible Termination Payments
• Trustee duties and responsibilities
• Complying and allocated pensions
• Actuarial Certificates

Administration and audit services are provided on a fixed fee schedule providing financial certainty for clients.