Services

Superannuation Warehouse provides a full range of SMSF services from setup to annual compliance administration.

SMSF SetupAnnual Tasks
We will set up your SMSF, i.e. register it with the ATO, and apply for ABN and TFN for the Fund. We will provide the templates for essential documents once the ABN and TFN has being issued by the ATO. These include the following:

  1. Trust Deed
  2. Minutes of Meetings
  3. Investment Strategy
  4. Trustee Declaration
  5. Consent to act as Trustee and Member Application

For examples of these pages, see our downloads section.

Superannuation Warehouse will perform all the annual tasks necessary to keep your Fund compliant. These functions include:
  • Preparation of Annual Financial Accounts
  • Preparation of Tax return
  • Lodgement of Tax return
  • Preparation of Minutes
  • Arranging for the SMSF audit (cost of the audit is included in the monthly fees)
To know more about SMSF, please see the ATO guidance video below SMSF year-end parties involved

  • Jay Bhattacharjee

    1. Do you have any clients investing in US properties?
    2. Do I need corporate or individual trustee setup or can I change this at any time?

    3. I understand LLC owner
    should be SMSF . Who will sign the LLC application document ? or can we
    set up LLC in individual names who are member of smsf fund?
    4. Will you also create the Australian bank account when you set up the fund?

    5.Who should be the owner of US bank account ? LLC or SMSF??

    6. At the end of the year, do you only need the following docs

    – US bank account statenment
    -Aus bank account statement
    – Anything else??

    7. Can I be able to sale the property and keep the money in US bank account for few months to purchase a new property.

    8.
    Last but not least my rent will be deposited into US bank account. Do I
    need to transfer the cash flow amount back to AUS account or can I keep
    it in US to invest in future props?

  • Colin Upcroft

    Can I invest in a private company with a Superannuation Warehouse administered SMSF ?

    • superannuationwarehouse

      Colin, yes you can. The investment strategy and deed we will issue when setting up a Fund allows for this. Remember not to have a controlling interest in the company when combining the interest of the SMSF and related parties.

      • Colin Upcroft

        OK Thankyou, yes we are only talking a small shareholding, < 5% in my employers company

  • Tom F

    Hi there,

    Brand new to SMSFs and have a few questions:

    1. Is your organisation simply the agent that fills out the setup documentation, or do we actually make the investments through your platform?

    2. How does it work in practice – for example if I wanted to make an investment under the superfund, do I log into your platform and buy the asset in a portal-type-thing, or do I undertake it myself through whatever exchange the asset is traded on and just make the acquisition under the Trust’s name?

    3. I would like to invest in bitcoin and other cryptocurrencies – please advise if I can do this and how this would be done.

    Thanks very much in advance!

    • superannuationwarehouse

      Tom,

      Thanks for posting the question and I can answer as follows:

      1.Is your organisation simply the agent that fills out the documentation, or do
      we actually make the investments through your platform? – We are not Financial Advisors, but Accountants, so we don’t tell you where to invest. Most Trustees use the bank, broker or investment options of their choice without a platform. If you want a platform, we will add you to the cloud version of the accounting system we use (BGL360) so you can view your investments and performance online. There is an extra charge for this. Your choice if you want to use this option.

      2. How does it work in practice – for example if I wanted to
      make an investment under the superfund, do I log into your platform and buy the
      asset in a portal-type-thing, or do I undertake it myself through whatever
      exchange the asset is traded on and just make the acquisition under the Trust’s
      name? – you are the Trustee, you go for it, we are not involved in the investment decision making process. We do the accounting, tax and audit only. Just remember to have all investments in the name of the SMSF.

      3. I would like to invest in bitcoin and other cryptocurrencies – please advise if I can do this and how this would be done. – please make sure the asset is held in the name of the SMSF. See here for guidance on Bitcoin:

      https://www.smsfwarehouse.com.au/virtual-currency/

      Trust this answers your questions.

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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.