Our SMSF Services, Value, Strengths

Auburn Partners supports your Self Managed Super Fund future.

The right SMSF administrators

When you become an Auburn Partners client you can expect a smooth SMSF journey. Our unique service offering makes us leaders in the industry.

While you want to stay in control of your own SMSF strategy, it helps to know your team of experts are there to provide support and feedback. You have direct access to your administration specialists to help you manage your obligations, day-to-day compliance and administration.

Auburn Partners SMSF solutions are covered across two main components – administration and compliance services including accurate and timely financial statements resulting in prompt receipt of  income tax refunds.

Auburn Partners services include;

  • Fixed fees
  • Daily processing via automated data feeds
  • Online access for Trustees, Members, Advisors, Accountants, Stockbrokers
  • Mailhouse services
  • Regulatory compliance reporting to ATO and ASIC

Auburn Partners in conjunction with its specialists will proactively manage opportunities available to you such as;

  • Trust Deed review
  • Pension commencement
  • Recontribution strategy
  • Retirement strategy (TRIS)
  • Accumulation strategy
  • Binding death nomination expiry

WE PROVIDE SERVICESthat stand out for their quality

SMSF Administration & Compliance

Our administration and accounting services include:

  • Fast and easy setup
  • Simple transfer of your existing compliance and administration services
  • Mail House Services
  • Maintenance of Fund Accounts
  • Preparation of Financial Statements
  • Maintenance of Member Accounts
  • Preparation of Annual Member Statements
  • Maintenance of Investment Register
  • Preparation and Lodgement of Superannuation Fund Annual Return
  • Preparation of Fund Minutes regarding the Income Tax Return and Trustee Meetings
  • Reconciliation of Capital Gains Tax
  • Estimation of Tax Payable or Refundable
  • Preparation and Lodgement of Business and Instalment Activity Statements (BAS/IAS)
  • Reconciliation of pension tax free/taxable components
  • Completion of Actuarial application (if applicable)
  • Apply exempt pension income
  • Completion of Financial Year pension processing
  • Calculation and compliance with minimum pension standards
  • Preparation of annual PAYG Summaries/Summary Statements (if applicable)

Strategic Partnerships

Strategic Advice (Outsources)

  • Tax strategies for contributions, transitioning to retirement, pensions, lump sum
  • Technical strategy & changes in legislation advice
  • Cash flow planning
  • Retirement planning
  • Estate planning
  • Advisory review service

Investment Advice (Outsourced)

  • Investment strategy review and establishment
  • Income versus growth planning
  • Risk profiling & portfolio set up
  • Ongoing investment portfolio management
  • Investment research analysis

Personal Insurance (Outsourced)

  • Personal insurance analysis
  • Insurance set up & ongoing review

Finance Advice (Outsourced)

  • Finance & lending advice for SMSF
  • Structuring your SMSF for borrowing
  • Arrange set up of LRBA (limited recourse borrowing arrangement)
  • Ongoing review

Stock Broking Services (Outsourced)

  • Share Portfolio reviews
  • Buying and selling investments
  • Listed income securities
  • IPO (Initial Public Offering), Floats and Corporate Actions

Auditing Services

We utilise independent audit services and are available to assist in answering even the most complex compliance questions, helping you to avoid challenging compliance issues and reduce your risk of an ATO audit.

The auditors we utilise are highly skilled professionals and kept abreast of the latest Australian Tax Office and superannuation legislation requirements. They undertake professional development to further their skills and are fully compliant with superannuation industry regulations. This enables us to facilitate the highest quality SMSF auditing services, with a fast turnaround time and professional results.

We have several audit firms that we outsource to, these firms operate under stringent internal quality controls and thorough SMSF audit processes.

Auburn Partners supports your Self Managed Super Fund future.

The right administrators. The right services. The right partners.