Superannuation

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.

Self-Managed Superannuation Fund

If you’ve decided to take direct control of your retirement savings through a self-managed super fund, we can handle the establishment for you. Setting up an SMSF involves several legal and administrative steps that need to be done correctly from the start: putting a trust deed in place, appointing trustees, completing the trustee declarations, electing for the fund to be regulated, and obtaining a tax file number and Australian Business Number for the fund. We can take care of the whole process or work through it with you, turning a complicated set of requirements into a straightforward one. A fund only works as intended if it’s set up and run correctly, and that’s where we focus.

Ongoing SMSF Administration

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.

More Of Our Services

Bookkeeping & Payroll Services

Taxation

Accounting & Business Advisory

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