Services

Our speciality is the provision of Self-Managed Superannuation products and services. With our comprehensive understanding and expertise, i3 Superannuation can help you manage your SMSF through a tailored approach that allows you to access assistance based on your needs.

 

We can help with

 

Accounting & Taxation
 Setup & Administration of SMSFs
 SMSF 
Strategic 
Advice

 

SMSF Setup & Administration

SMSF Setup Ensuring your Self-Managed Super Fund is setup correctly is critical. We work closely with you to establish your SMSF so it complies with legislation, including the preparation and provision of all the required documents including: Trust Deed Product Disclosure Statements Consents to Act for individual trustees or corporate trustee directors Minutes to setup the Fund Investment strategy Application for membership Beneficiary and Tax File Number (TFN) notices Applications for ABN and TFN Registration papers for GST purposes SMSF Changes If your fund has been established for many years, you may need to update your Trust Deed so it complies with legislative changes. Perhaps you married recently and would like to include your spouse as a member of your fund. Or maybe you want to change your structure from individual trustees to a corporate trustee. Whatever changes you need to make to your fund, i3 Superannuation can make the process seamless and simple. SMSF Administration Services All Self-Managed Super Funds require administration. i3 Superannuation can manage your administrative burden in whatever way suits you best. Investment mailhouse We can act as an investment mailing house to manage your investment mail and paperwork CGT Investment Registers We can maintain detailed CGT investment registers that provide you with monthly or quarterly investment reports and CGT positions. Preparation of paperwork We can prepare all the necessary paperwork for your members to commence and administer pensions as required by your SMSF, including preparation of trustee meeting minutes. Contact us today for a quote on your SMSF administration needs.

Accounting & Taxation Services

Basic Accumulation Fund Accounting and tax compliance for your SMSF can be arduous. From data entry and preparation of trial balances to financial and annual member statements, we can help you meet the necessary requirements. Our Basic Accumulation Fund services include: Preparation and lodgement of your annual SMSF tax return Liaising with the ATO as your tax agent Obtaining your annual audit report through liaison with you SMSF Auditor Preparation and maintenance of the capital gains tax register Provision of investment reports Preparation of annual minutes for the Fund. Account Based, Accumulated or Market-Linked Pension Fund In addition to all the requirements of a Basic Accumulation Fund, Account Based, Accumulated or Market-Linked Pension Funds have further accounting and tax compliance obligations.  We can assist you with: Calculations performed for segregation, part-pension or full pension modes regarding member balances and the exempt pension deduction Preparation of all minutes and forms required to start, roll over or maintain the pension Liaison with an Approved Actuary as required. Accounting for GST Where your fund is registered for GST, our SMSF Accountant can prepare your trial balance and quarterly or annual GST return and lodge it with the ATO on your behalf. Contact us today for a quote on your SMSF administration needs.

SMSF Strategic Advice

SMSF Strategic Advice High value SMSF strategies have the capacity to add significant benefit to individuals now, in the future and when assets are passed to the next generation. The i3 Superannuation team are experts at providing the right advice to develop a range of SMSF strategies to add significant value to your overall financial position. These strategies include: Restructuring of assets into an SMSF (e.g. transfer of shares, property or farmland) Acquiring or transferring existing property through limited recourse borrowing Use of small business concessions with SMSFs Creation of multi-pension strategies for tax and estate planning purposes Intergenerational strategies for SMSFs Running multi-SMSFs for blended family situations Estate Planning strategies, including the use of the SMSF Will & SMSF Life Will

Whatever your SMSF goals, i3 Superannuation will bring together the right SMSF experts in their field to work in developing and implementing a range of strategies that set SMSFs apart as the retirement vehicle of choice.

 

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