SMSF Administration
Precision in Process. Confidence in Compliance. Your Dedicated SMSF Administration Partner.
The new financial year has begun and with it, the administration and compliance cycle for every single fund you manage. Pro Astra Globus provides the specialist, end-to-end SMSF processing that ensures absolute accuracy, frees your senior staff for strategic work and positions your practice for profitable growth.
Is SMSF Complexity Consuming Your Practice?
Managing a portfolio of Self-Managed Superannuation Funds is one of the most demanding roles in the financial services industry. The combination of intricate SIS legislation, meticulous record-keeping and the constant pressure of compliance can create significant operational strains.
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Are your most experienced administrators bogged down in the time-consuming detail of transaction reconciliation?
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Do you feel the constant pressure of keeping up with ever-changing superannuation laws and regulations?
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Are you struggling to find and retain specialist SMSF administrators in a competitive local market?
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Is the high cost of delivering a compliant, accurate service eroding your firm's profitability?
Your expertise is your greatest asset. It's time to leverage it on high-value tasks, not manual processing.
The Complete, Audit-Ready SMSF Service
We provide a comprehensive, year-round administration service that covers the entire lifecycle of an SMSF. Our team of specialists works as an extension of your practice, ensuring every fund is meticulously managed and always compliant.
FUND SET-UP & DAILY ADMINISTRATION
We handle the foundational tasks, from establishing new funds to managing the day-to-day data with precision. This includes processing all correspondence and maintaining member and investment records.
TRANSACTION PROCESSING & RECONCILIATION
This is the main aspect of SMSF admin. We process all activity, including employer and member contributions, rollovers, pension payments, investment income (dividends, interest) and complex corporate actions. We perform regular reconciliation of all bank and investment accounts.
COMPLIANCE & PENSION MANAGEMENT
We help you ensure every fund remains compliant with SIS regulations. Our team monitors concessional and non-concessional contribution caps, manages pension calculations to meet minimum drawdown requirements and prepares any required Business Activity Statements (BAS) or Instalment Activity Statements (IAS).
YEAR-END FINANCIALS & TAX RETURN
We manage the entire year-end process efficiently. This includes preparing a complete set of detailed workpapers, drafting the annual financial statements (including member statements) and preparing the SMSF Annual Return for your review and lodgement.
SEAMLESS AUDIT LIASION
We prepare a comprehensive, audit-ready package for the fund's independent auditor. Our team liaising directly with the auditor to answer any queries, providing all necessary documentation to ensure a smooth, efficient and timely audit process.
A PARTNERSHIP BUILT ON SPECIALIST KNOWLEDGE
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Specialist Teams
Your work is handled by professionals whose sole focus is Australian SMSF administration. They are trained specifically on the SIS Act and the unique requirements of your work.
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Software Proficiency
Our teams are experts in the industry's leading SMSF administration platforms, including BGL Simple Fund 360 and Class Super. We work directly and securely within your existing software environment.
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Audit-Ready Philosophy
Every task we perform is done with the independent audit in mind. Our goal is to provide a file so clean and well-documented that the audit becomes a simple validation process.
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Ironclad Data Security
We understand the profound sensitivity of financial and member data. Our operations are governed by strict security protocols compliant with Australian privacy laws.
READY TO MASTER THE NEW FINANCIAL YEAR?
Imagine a practice where your senior administrators focus on complex pension strategies, estate planning and high-level client advice. Imagine growing your client base without the corresponding growth in administrative headaches. This is the future of efficient SMSF administration.
Let us show you how a dedicated offshore partnership can transform your capacity and profitability.
