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