Government policy is placing more and more of the responsibility for funding retirement on individuals, so it matters that your super is set up and run properly.
Superannuation law is detailed and changes often. MBA Advisers has the experience to handle the administration and compliance side of your fund, from establishment through to annual reporting.
We also work with an independent approved SMSF auditor to complete the annual audit.
Our work continues once your fund is up and running. We prepare the fund’s annual financial statements and tax return, keep its records up to date, and help you as trustee stay on top of your compliance obligations as the rules change. Each year we coordinate the fund’s audit with an independent approved SMSF auditor. If your fund has a limited recourse borrowing arrangement, we handle the accounting and compliance reporting for it. For business owners, we also look after your employer super obligations to staff, an area where mistakes can be costly.
Your super fund doesn’t sit apart from your other affairs. The fund’s records and tax position often connect to your broader tax, business and succession matters. Because the same team looks after your business accounts, tax and fund administration, nothing gets lost between separate providers working from part of the picture.