SMSF Annual Service
What is annual administration?
Annual administration means that all fund data and documentation relating to the
SMSF is collected annually after year end. All transactional and member data is
then compiled and reconciled so that work can commence on the financial accounts
and tax return.
Under the Multiport SMSF Annual Extra service, Trustees will receive an SMSF administration service that includes all year end processing, preparation of financial accounts, tax returns and compliance services. Independent audit services are also available if required.
At a glance…
The table below illustrates what functions are carried out by Multiport under the SMSF Annual Extra Service:
Under the Multiport SMSF Annual Extra service, Trustees will receive an SMSF administration service that includes all year end processing, preparation of financial accounts, tax returns and compliance services. Independent audit services are also available if required.
At a glance…
The table below illustrates what functions are carried out by Multiport under the SMSF Annual Extra Service:
| Service | SMSF Annual Service |
| Transaction Processing |
|
| Rollover Processing |
|
| Dividend Processing |
|
| Managed Fund Distribution Processing |
|
| Interest Income Processing |
|
| Corporate Actions |
|
| Corporate Trustee Maintenance |
|
| Transaction Compliance with Legislation |
|
| Maintenance of Trustee & Member records |
|
| Contribution Processing |
|
| Calculating & Reporting Benefits |
|
| Financial Statements |
|
| Preparation and Lodgement of Income Tax Return |
|
| Facilitation of Audit (if required) |
|
What's New
SMSF Investment Patterns Survey - December 2011
To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments
Trustee Newsletter
Our Trustee Newsletter for December 2011 is now available online. To access it please click
Adviser Newsletter
Our Adviser Newsletter for December 2011 is now available online. To access it please click
Multiport reaches a major milestone
Thanks to the fantastic support of advisers and clients Multiport recently broke through $2 billion funds under administration
How to work with the new collectible rules
As a result of the Cooper review, rule changes have been implemented in relation to the requirements for the ownership of collectible and personal use assets by SMSFs
Multiport Makes SMSF Gearing Easier - May 2011
Multiport has launched an integrated SMSF gearing package
