SG Daily Administration Service
If you want to enjoy the benefits of running an SMSF without worrying about the day to day administration then the SuperGuardian Daily Service is ideal.
Mailbox Service
We are often told by Trustees that they want to receive less paperwork. Our SGDaily service allows them to take advantage of our mailbox service.
We receive, process and action any correspondence for your fund on a daily basis, forwarding investment offers or items that need actioning onto you so you can enjoy a paperless admin service.
Online Reporting
SuperGuardian’s regular reporting enables you to keep up to date and monitor the progress of your super fund, without the burden of maintaining the bookkeeping yourself. With up to date information, you will be in a better position to make important decisions relating to your super fund investments.
Where we detect unusual activity, or identify a transaction that is non-complying we’re able to attend to it immediately.
Our comprehensive reports include:
Member Details
Asset Allocation
Income Reports
Balance Sheet and Operating Statement
Investment Valuation
Bank Account Transaction Details
Contribution Cap Details with 3 year Bring Forward Rule Tracking
Realised/Unrealised Capital Gains
Pension Details – Min/Max and Pension Take YTD
Accounting & Tax
We handle all of the accounting required for your superannuation fund which are produced promptly at year end.
Maintaining detailed capital gains tax records
Maintaining detailed membership records
Preparation of BAS/IAS/PAYG
Preparation and lodgement of TBAR reporting
Preparation of lodgement of ETP statements
Preparation of the annual tax return and regulatory documentation
Preparation of all minutes and associated documentation
At the end of the financial year your financial statements, compliance and regulatory documents will be prepared and sent to you for signing
SMSF Audit
As part of our SGDaily service, we will liaise with the independent auditor and provide them with all documentation needed.
Let’s Talk
If you would like to find out further information on the SuperGuardian service please give us a call.
Collins Place
Level 30, 35 Collins Street
Melbourne VIC 3000
65 Gilbert Street
Adelaide SA 5000
We are open: Monday – Friday 8:30 AM – 5:00 PM (ACDT)
Related services
Specialist Technical Services
As experts in the area of SMSF accounting, taxation and compliance we assist Trustees, Accountants and Financial Advisers with variety of complex issues.
SMSF Outsourcing
SuperGuardian offers a personalised, value adding solution for Accountants looking to do more of their SMSF clients.
AFSL 485643
Copyright © 2019 – 2021 SuperGuardian Pty Ltd ABN 57 113 986 968
Liability limited by a scheme approved under Professional Standards Legislation
