Setup

eSuper Solutions can assist you in setting up a SMSF and providing advice regarding the structure, setup and ongoing obligations and taxation issues.

Please contact us to discuss how we can assist you.

Compliance

eSuper Solutions can assist our clients by providing compliance services for the purposes of providing regular status and earnings updates to each client.

We assist our clients in maintaining records and completing the bookkeeping requirements of each SMSF, including the preparation and lodgement of regular activity statements with the ATO.

Accounting, tax, audit

eSuper Solutions can assist clients in managing year end obligations including:

• Preparation of financial statements
• Independent audit of the annual financial statements
• Preparation and lodgement of income tax return

Advice

eSuper Solutions can advise you in relation to taxation issues such as:

• Contributions types and limits
• Superannuation structuring
• In house asset rules
• Accumulation funds and transition to retirement income streams

Pension management

We assist our clients in managing the progress of their SMSF during the various life cycle of each member.

We can assist in establishing and managing the ongoing process of superannuation income streams for relevant members, and provide advice regarding the taxation implications of decisions made by the trustees.

Please contact us to discuss.

Wind up

We can assist clients to wind up existing self managed superannuation funds, including preparing various rollover documentation.

Please contact us to discuss how we can assist you with this process.

Professional practice: SMSF Outsourcing

At eSuper Solutions we provide outsourcing services to professional practices. Outsourcing the SMSF administration and compliance engagements allow our professional practice clients to maintain their strong client relationships AND:

• Reduce current non-core/ non-profitable workload;
• Focus on the core activity of the practice, increasing profit margins;
• Ensure that SMSF clients are attended to in a timely manner;
• Ensure that all compliance work is completed to a high standard of quality (all work will be reviewed by our quality and superannuation specialist); and
• Increase profitability on SMSF clients due to the low costs associated with outsourcing all compliance work.

In general, our clients are able to mark up our services and make a suitable return upon the outsourcing of SMSF compliance.

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