SMSFs allow individuals a greater degree of control and flexibility with superannuation arrangements and provide an opportunity to integrate superannuation with individual and business objectives.
With years of practical and technical experience in SMSFs, Alyansa can look after all your SMSF compliance, administration and retirement planning needs. We undertake efficient processing of your SMSF administration and discuss with you effective retirement solutions.
Our systems use the latest in SMSF software including: BGL Simple Fund, BankLink and Praemium. Where possible, transaction data is imported directly into our BGL accounting system for automated and efficient processing of information.
Alyansa does not undertake the audit function for SMSFs but prepares detailed workpaper files for a smooth audit process. The auditors we use for our clients are experienced and independent SMSF audit specialists.
SMSF Adviser Services
Due to our specialist knowledge in SMSFs we assist accounting and financial planning firms with their clients SMSF obligations. This allows the firms to meet their client’s long-term needs, without the worry of resourcing a complex and ever-changing area such as superannuation. For more information please refer to our SMSF Adviser brochure: Simplifying SMSF.
SMSF related services
Along with our annual compliance and administration services, we can assist clients and advisers with the following related SMSF services:
- Portfolio administration or a “bundled” service with Invest Track
- SMSF establishment or trust deed variation
- Pension commencement and related documentation
- Segregation of assets between pension and accumulation accounts
- Actuarial certificate for unsegregated assets
- Assistance with Binding or Non Binding Death Nominations
- SMSF Borrowing package
- Assistance with Investment Strategy, through financial adviser where required
- Winding up SMSF
Newsletter
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SMSF Resources
October 2011 Update. Copy of slides for Alyansa presentation to CPA Discussion Group SME Melbourne.
Please contact us on Free call: 1300 552 903.
