What we do

Set-up

We will set up your fund by registering it with the ATO and get the ABN and TFN for the Fund.

Trust Deed
Minutes of Meetings
Investment Strategy
Trustee Declaration
Consent to act as Trustee and Member Application

For examples of these pages, see our downloads section.

Annually

Superannuation Warehouse will perform all the annual tasks necessary to keep your Fund compliant. These functions consist of:

Annual Financial Accounts preparation
Tax return preparation
Tax return lodgment
Minutes preparation
Arranging for the audit

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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

General Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

What we do

Set-up

Annually

Have Questions? Ask Superannuation Warehouse experts

Have Questions?
Ask Superannuation Warehouse experts