SMSF

We can handle all the administration of your Self Managed Super Fund (SMSF) – from establishing the SMSF, to preparing the annual financial statements, arranging the audit of the financial statements and lodging the annual tax return. MaxTax will attend to all the administration requirements of your SMSF, so you can concentrate on managing the investments of your SMSF and growing your superannuation balance.

MaxTax is a leading SMSF administration provider, with all our services performed by qualified, specialist SMSF advisors – so you can be assured that your SMSF is in safe hands.

SMSF Establishment

Our SMSF establishment service delivers you everything you need to establish your SMSF, including:

  • SMSF Trust Deed ;
  • trustee appointment minutes;
  • trustee declarations;
  • member applications;
  • SMSF establishment minutes; and
  • template investment strategy;

We will also:

  • Register your SMSF for an ABN and TFN;
  • Make an election for your SMSF to become a regulated SMSF;

SMSF accounting, compliance and administration

Our SMSF accounting and compliance service provides you with everything you need to meet the annual administration obligations of your SMSF, including:

  • Preparation of the annual financial statements for the SMSF (including an Operating Statement, Statement of Financial Position, Member Statements and Investment Summary & Income Reports);
  • Arrangement of the audit of the financial statements;
  • Preparation and lodgement of the annual income tax return;
  • Documents to commence or cease pensions (if required); and
  • Preparation of annual trustee resolutions.