SG Daily Administration Service

If you want to enjoy the benefits of running an SMSF without worrying about the day to day administration then the SuperGuardian Daily Service is ideal.

Mailbox Service

We are often told by Trustees that they want to receive less paperwork. Our SGDaily service allows them to take advantage of our mailbox service. 

We receive, process and action any correspondence for your fund on a daily basis, forwarding investment offers or items that need actioning onto you so you can enjoy a paperless admin service.

Online Reporting

SuperGuardian’s regular reporting enables you to keep up to date and monitor the progress of your super fund, without the burden of maintaining the bookkeeping yourself. With up to date information, you will be in a better position to make important decisions relating to your super fund investments.

Where we detect unusual activity, or identify a transaction that is non-complying we’re able to attend to it immediately.

Our comprehensive reports include:

Member Details

Asset Allocation

Income Reports

Balance Sheet and Operating Statement

Investment Valuation

Bank Account Transaction Details

Contribution Cap Details with 3 year Bring Forward Rule Tracking

Realised/Unrealised Capital Gains

Pension Details – Min/Max and Pension Take YTD

Accounting & Tax

We handle all of the accounting required for your superannuation fund which are produced promptly at year end.

Maintaining detailed capital gains tax records

Maintaining detailed membership records

Preparation of BAS/IAS/PAYG

Preparation and lodgement of TBAR reporting

Preparation of lodgement of ETP statements

Preparation of the annual tax return and regulatory documentation

Preparation of all minutes and associated documentation

At the end of the financial year your financial statements, compliance and regulatory documents will be prepared and sent to you for signing

SMSF Audit

As part of our SGDaily service, we will liaise with the independent auditor and provide them with all documentation needed.

Let’s Talk

If you would like to find out further information on the SuperGuardian service
please give us a call.

Sydney

Level 13, 333 George Street
Sydney NSW 2000

Melbourne

Level 21, 567 Collins Street
Melbourne VIC 3000

Adelaide

65 Gilbert Street
Adelaide SA 5000

We are open: Monday – Friday 8:30 AM – 5:00 PM (ACDT)

Related services

Specialist Technical Services

As experts in the area of SMSF accounting, taxation and compliance we assist Trustees, Accountants and Financial Advisers with variety of complex issues.

SMSF Outsourcing

SuperGuardian offers a personalised, value add, solution for Accountants looking to do more for their SMSF clients.