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GET MORE FROM YOUR SMSF

Self Managed Super Fund Services

You can take advantage of Ulton’s Self-Managed Super Fund services if you:
  • Want proactive service, where fund administrators address issues before they become bigger problems.
  • Lack confidence that your SMSF is being managed correctly.
  • Are unsure of compliance requirements for your SMSF.
  • Are spending too much time helping to administer your SMSF.
  • Would like a better picture of your SMSF’s performance.
  • Have noticed your SMSF manager is missing important compliance deadlines.

Experts in strategic advice and fund administration to ensure our clients enjoy a wealthy retirement.

Managing a SMSF’s compliance requirements can be both challenging and time-consuming. Outsourcing all or part of your SMSF administration to Ulton gives you peace of mind that your funds are being administered accurately and in a compliant manner.

FINDING IT DIFFICULT TO ADMINISTER YOUR SMSF?

How We Can Help

Administration services

Administration services

The experienced SMSF team can provide any administration services your SMSF requires, including contribution monitoring and transfer balance cap limit management, minute taking, and rollover and withdrawal services. We also regularly monitor accounts to identify fund issues before they become serious.

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Report preparation

We’ll prepare detailed financial reports at any frequency you request so you can understand exactly how well your SMSF is performing. This includes investment reports at market value.

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Fund compliance

Our team will ensure that your SMSF remains compliant with all relevant taxation legislation and standards, the Superannuation Industry (Supervision) Act 1993 (SIS).

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Statement preparation and lodging

We’ll prepare monthly, quarterly or annual financial statements, as well as member statements, income tax returns, and preparation and lodgement of business activity statements.

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All-in-one online dashboard

Ulton has partnered with Class to provide a visual overview of valuable superannuation information to our clients. This is delivered via an all-in-one online dashboard that gives you a complete picture of your SMSF’s performance.

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We’ve got you covered

For clients using multiple Ulton services, our SMSF team works closely with other divisions to ensure our clients are meeting their tax deductions and obligations.

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Ready for a wealthy retirement?

Reach out to our expert SMSF team today!

Gemma O'Shanesy

Wealth Management and Superannuation Manager - Sub ARN: 304440

Gemma is a high performing, dedicated and respected manager of Ulton’s Superannuation and Wealth Management teams. Gemma has extensive technical knowledge of the superannuation legislation and regulations.

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