SMSF administration

For Financial Planners and Investment Advisors

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If you’re a Financial Planner or Investment Advisor, MWM can offer a full service SMSF Administration solution for you and your SMSF clients.

Our administration services include:

  • SMSF establishment and documentation
  • LRBA documentation
  • Technical advice
  • Annual reporting and facilitation of audit
  • Portfolio reporting
  • Prepare and lodge annual income tax return
  • GST management
  • Online access
  • Monitoring SMSF compliance with ATO
  • Maintain ASIC compliance