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    GET MORE FROM YOUR SMSF

    Self Managed Super Fund Services

    Is your Self-Managed Super Fund performing at its best?

    Fill in this form and we'll be able to help you get more from your SMSF.
    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.

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    How We Can Help

    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.

    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).

    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.

    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.

    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.

     

    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.

    Phone Icon 07 4154 0426
    Connect with Gemma

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    Helpful resources to guide you on your financial journey

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    A Complete Guide to Self-Managed Superfunds

    Our educational SMSF Playbook to guide you through managing a self-managed superannuation fund.

    Get Started
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    SMSF Health
    Check


    Complete this health check to assess your SMSF management, performance, investment options and more.

    Get Started

    START A CONVERSATION WITH US.

    Let us guide and support you, to make the most of your SMSF.

    Get Started
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