Our Service

Sapient Superannuation makes running an SMSF easy. From establishment through to ongoing accounting and compliance, we provide a complete solution ensuring investors are able to take maximum control of their retirement savings with a minimum effort. Through our dedicated team we will guide you through every step of the way, completing all necessary documentation and keeping you up to date with your funds progress.

Our SMSF set up service includes;

  • SMSF Trust Deed Establishment (you can have up to 4 members)
  • Corporate Trustee Establishment
  • Preparation of Bare Trust for Property purchases
  • ATO Registration
  • Roll over of funds from current fund
  • Roll over of insurance

Our SMSF ongoing Service includes;

  • Annual financial statements (Profit & Loss, and Balance Sheet) preparation
  • Annual tax return preparation
  • Annual tax return lodgement
  • Facilitating the annual audit
  • Pay annual ASIC fees for the company and SMSF
  • Preparation of in-specie transfer paperwork
  • Mail box service (all postage for your fund comes to us) 
  • Scanned document library
  • Online access to your fund
  • Daily investment valuations so you’re always up to date
  • Daily bank account reconciliation
  • Cash flow reporting
  • Investment transaction history
  • Asset allocation tracking
  • Specific asset performance tracking
  • Member account balance tracking
  • Dividend processing
  • Daily accounting
  • Expense allocation
  • Corporate actions
  • Capital gains maintenance
  • Super compliance monitoring
  • Change in legislation monitoring
  • Maintenance of trustee and member records
  • Monitoring concessional and non-concessional contributions
  • Calculating and reporting member benefits
  • Establishing pensions and ongoing payments
  • Lump sum pay outs
  • One dedicated advisor 

What this means for you is that we handle all of the funds paperwork, and at the end of the financial year we prepare the financial statements and the tax return for you to sign. This complete and comprehensive service is delivered through your dedicated advisor who is your single point of contact at all times, guaranteeing excellence in customer service and a detailed knowledge of your fund through the establishment process.