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SMSF Administration solutions
Are you a Financial Planner & Investment Advisor?
MWM Advisory offers full service SMSF Administration solutions to assist financial advisors, financial planners and investment managers with their client’s SMSFs.
If you are looking for the best SMSF Administration to suit your business, MWM has the expertise to assist with all taxation matters. Our team of experts can assist in the management of general tax solutions for finance professionals as well as the individual tax returns of SMSF clients.
- Daily SMSF Administration
- Annual Reporting
- Technical Advice
- Portfolio Reporting
- SMSF Establishment & Related Documents
- Overflow Assistance for Accounting Firms
Self-Managed Super Funds (SMSF)
Based wholly on the Gold Coast, MWM Advisory is entrusted by financial services professionals nationally to assist their clients with their SMSF compliance and reporting.
MWM will provide the best accounting and commercial advisory solution for your SMSF administration needs, both onshore and in-house.
Our in-house team of experts can assist with SMSF establishment as well as services in relation to compliance, investment, taxation and audit.
SMSFs need to be set up correctly so that they are eligible for tax concessions, can receive contributions and are easy to administer. MWM Advisory can ensure that your client’s SMSF is set up and maintained appropriately for the purpose of providing retirement benefits to its members.
An SMSF must elect to be regulated by the ATO and must supply each fund member’s TFN. MWM’s team of in-house experts are all based onshore, here on the Gold Coast and are accessible to assist with the many compliance issues relating to investments, contributions and payments that the fund can administer.
Taxation & Audit services
MWM Advisory assists financial advisors, financial planners and investment managers to be aware are of annual SMSF taxation obligations. These include asset valuation requirements, annual audits, fund accounts preparation and investment strategy reviews in order to meet the strict lodgement deadlines.
The value of enlisting our SMSF administration services
There are several reasons why SMSF administration services will add value to financial advisors, financial planners and investment managers and they are primarily – lack of time, the value people place on ‘real’ advice and good old-fashioned service. Our team of SMSF administration specialists share their expertise with you in order to give you peace of mind about your client’s superannuation.