Ongoing Service Features

For a fixed fee structure, your super fund will be administered by fully qualified professionals, without any hidden costs. You will always know your total administration fee, in advance.

Detail of ongoing service provided by SuperGuardian

• Receiving and actioning all mail for your super fund
• Filing all paperwork relative to your fund
• Processing of all Bank Account transactions
• Preparation of Monthly Investment and Transaction Reports
• Preparation of Annual Special Purpose Financial Reports
• Preparation of Annual Member Benefit Statements
• Preparation and Lodgement of Income Tax and Regulatory Return
• Calculation of Tax Liability or Tax Refund due
• Maintenance of Investment Register for Capital Gains Tax Purposes
• Preparation and Lodgement of Superannuation Surcharge Return
• Facilitating Independent Audit of Financial Reports
• Preparation and Lodgement of Business Activity Statement or Instalment Activity Statement
• Preparation of Minutes of Meetings of Trustees and other Supporting Documentation as required
• Maintenance of Member Account Details
• Attending to all Super Fund Correspondence
• Arranging for Direct Crediting of Investment Income where possible
• Benefit Payment Documentation
• Reasonable Benefit Limit Notification to Australian Taxation Office
• Pension Actuarial Certification*
• Pension Rebate and Deduction Calculation*
• Australian Taxation Office PAYG Registration*
• Preparation and Lodgement of Annual Pay As You Go Reconciliation and Issuing Pay As You Go Payment
• Summaries for Pension Recipients*

* These items are only included for funds in pension phase