SMSF Setup & Administration

SMSF Setup & Administration

When partnering with Elmbridge & Co for the administration of your SMSF we offer a comprehensive service to ease the burden on you as the trustee. 

You will have direct contact to an Australian based SMSF specialist. 

Your superannuation data is processed regularly and we will be in contact with you about any unusual transactions.

We will offer annual health checks on your superannuation fund to ensure it is operating efficiently and all information is up to date and permanent documents are not in need of updating. 

We have internal checks to ensure all pensions requirements are met

We offer a fixed fee service to cover all reporting requirements including, Transfer account balance recording, Business Activity statement, Annual return and Financial statement preparation. 

We can recommend & directly work with external auditors to ensure the utmost compliance with your fund. 

To get started with your SMSF you can call us directly today, or if you would like an obligation free chat with our resident expert you can book a time for a video call through our booking system below.

Do you already have an SMSF?

To transfer an existing fund, we would like to discuss with you the process in person, we will take over the administration of your SMSF and liaise directly with any previous service providers you have been using. Through this process we will have a review of the fund and bring to light any areas that may be able to be improved and ensure the trust deed, investment strategy & nominations are all accurate and up to date. 

Elmbridge & Co – We work to educate and ensure our clients are fully aware of their requirements & responsibilities surrounding their SMSF. 

To get started with an SMSF make a booking with our team.