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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 service, Trustees will receive an SMSF administration service that includes all year end processing and preparation of financial accounts, with the the preparation and lodgement of tax returns carried out by the fund's Accountant. 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 yes 
Rollover Processing yes
Dividend Processing yes
Managed Fund Distribution Processing yes
Interest Income Processing yes
Corporate Actions yes
Corporate Trustee Maintenance yes
Transaction Compliance with Legislation yes
Maintenance of Trustee & Member records yes
Contribution Processing yes
Calculating & Reporting Benefits yes
Financial Statements yes
Facilitation of Audit (if required) yes
What's New
SMSF Investment Patterns Survey - September 2014
Multiport regularly undertakes an analysis of our SMSFs investments. Read more...
Multiport wins SMSF Adviser award
We are excited to announce that Multiport has won the SMSF Administrator award in SMSF Adviser’s inaugural 2014 SMSF Awards. Read more...
ATO SMSF 2011-2012 Statistical Overview
The ATO has released a new SMSF statistical analysis relating to the 2011-2012 financial year. Read more...
APRA Statistics Snapshot
APRA has released the data about the superannuation industry as at 31 June 2013. Read more...
No changes to SMSF off-market transfers
The Federal Government amended the Bill that was designed to ban SMSF off-market transfers from 1 July 2013. Read more...
2013 Federal Budget Update
The Federal Government handed down the Budget, reaffirming the superannuation changes recently announced. Read more...
Labor Super Election Policy
On Friday 5 April 2013, the Federal Government released a package of reforms for superannuation. Read more...
Minimum shortfall rules for pensions
The ATO recently published how the shortfall rules for pensions will be practically implemented. Read more...