Our Services
New Super provides a comprehensive range of superannuation and pension services for SMSFs.
Fund Establishment
New Super provides the following fund establishment services:
- 3 Copies of the Trust Deed
- Tax File Number Application
- Australian Business Number Application
- Trustee & Member Minutes
- Membership Application Forms and Member Advice Notices
Ongoing Accounting & Administration Services
New Super ongoing administration and compliance service includes:
Daily
- Daily administration and transaction processing
- Collection of client records - ie mail house
Monthly
- Reconciliation of bank statement
- Compliance monitoring
Quarterly
- Preparation of hard copy investment reports for the trustees and advisers
- Preparation of Business Activity Statements (BAS)
- Preparation of Instalment Activity Statements (IAS)
Annually
- Preparation of Annual Financial Statements
- Annual Member Benefit Statements
- Preparation and lodgement of Annual Tax Return
- Superannuation Contributions Reporting
- Compliance Documentation including Minutes
- Facilitation of Actuarial Services for Pension Funds
- Superannuation Pension Recipient Documentation
- Documentation and Minutes for Ongoing Monitoring of Pensions
- Pension Rebate and Deduction Calculations
- Preparation of PAYG Reconciliation and Group Certificates
New Super will arrange the annual independent compliance audit through Guardian Audit Services.
Annual Accounting Service
New Super can provide an annual accounting service for SMSFs which do not require an ongoing administration services. The cost of the annual accounting service is comparable to the costs for the ongoing administration service.
Pension Services
New Super provides documentation for the establishment and ongoing management of all types of pensions payable from a SMSF.
New Super also can provide other auxiliary superannuation and pension services:
- Seminars and Speakers on Self Managed Superannuation and Pension Topics.
- Referrals to associated professionals (such as specialist SMSF Law advice, specialist SMSF Insurance advice and specialist SMSF planning advice) via the network we have built within the SMSF industry.
The team at New Super specialise in self managed superannuation and pension accounting and administration enabling financial advisers, accountants and stockbrokers to concentrate on providing the services they do best.
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