Specialisations

Self Managed Superannuation Funds

The BDH Leaders Self Managed Super service offers a full suite of all the operational and administrative needs of a SMSF.

Our service offering includes the following:

Trust Deed service

  • For new Funds a complying deed is sourced from BDH Leaders’s preferred legal supplier.
  • For existing Funds, the Trustees must determine whether the existing deed is complying or not. BDH Leaders can arrange for a review service to be provided by their preferred legal supplier to assist with this process.

Fund establishment

  • Completing application to become a regulated Fund.
  • Completing ABN and TFN applications.
  • Completing establishment minutes and member application documentation.
  • Organising the rollover of any amounts into the Fund.

Actuarial

  • Arranging actuarial calculations as required. Statutory obligations
  • Preparing and lodging statutory annual returns.
  • Lodging all statutory reporting forms.
  • Preparing annual statutory financial accounts and Members' statements.
  • Preparing all minutes for the Trustees to sign.
  • Preparing audit work papers and liaising with the auditor of the Fund in regards to the audit.

Fund reporting, trustee obligations and administration

  • Regular Fund reporting to the Members, Trustees and any financial advisers including reporting on investment valuations and movements.
  • Advising Trustees of their upcoming obligations.
  • Advising the Trustees of movements of assets outside of the investment strategy.
  • Maintaining of records for each member including balances, contributions, allocation of contributions and drawdowns to the correct components.
  • Monitoring of non-standard assets to advise of need for revaluation.
  • Retaining records in digital format for the mandatory 10-year period.

Taxation and audit

  • Determining taxation payments for the Fund and the members.
  • Preparing contribution reporting.
  • Arranging for preparation and lodgment of the Fund's annual Taxation Return.
  • Preparing and lodging of GST, BAS and IAS Returns as applicable.
  • Preparing all Rollover documentation for the appropriate regulator.
  • Preparing comprehensive work papers at year end to simplify the audit process.

Technical strategy assistance

  • Preparing advice relating to the technical structuring of Funds whether in accumulation or pension mode.
  • Calculating and implementing of pensions, multiple pensions, multiple account types and components.
  • Dealing with specific issues as a result of a death or divorce.
  • Providing assistance with understanding how to apply the law to personal situations.

'Fix-it' service

  • Taking on non-complying Funds and fixing them (if possible).
  • Bringing messy Funds that are missing substantial documentation up to date.

If you would like to discuss any of these matters please contact Gede Barone, Brad Hodge

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