Establishing a SMSF comes with serious responsibilities and increasing supervision from the regulatory authorities. Maintaining a compliant fund is of the utmost importance as breaches of the regulations can carry significant penalties for trustees.

At Morgan Wealth Management Group we provide you with peace of mind regarding the administration and compliance of your SMSF including:

1. fund establishment;
2. day-to-day management of fund accounts, including recording of all transactions and maintaining investment records;
3. annual trustee meetings and preparation of all minutes;
4. compliance, including annual audit and completion of all tax and statutory returns;
5. preparation and lodgment of GST returns for recoupment of GST paid;
6. maintaining a complete member history, records of contributions and benefits paid;
7. implementing and maintaining income streams (pensions);
8. assisting trustees and executors distribute fund assets in line with estate plans; and
9. 24/7 secure online access to your superannuation fund accounting and investment records.