SMSF Administration

Alpha Financial Services will help you look after the ongoing administration of your SMSF.

AFS has an Asset Administration Platform. This platform can accommodate all assets in an Investment Portfolio or a Self Managed Superannuation Fund not just shares and Managed Funds.

These activities include the completion of:

• Daily reconciliations
  

• Member benefit statements and other relevant minutes and forms

• Preparation of Business and / or Instalment Activity Statements (as required)

• Processing of paperwork relating to contributions, benefits, pension and insurance payment

• Preparation of Annual Financial Statements

• Trust Deed Maintenance

• Annual Tax Return

• Annual Audit
  

If you already have a fund, Alpha Financial Services will lodge your annual returns and all your supporting documentation needed to meet Australian Taxation Office compliance requirements. AFS can also orginize independent audits and actuarial certificates if required.

Contact Us

For a free half hour consultation to determine whether we can help you, contact us via this website or call 1300 35 88 33.