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