Self-Managed Super Funds

Are you considering a self-managed super fund as an investment for your retirement?

Self-managed superannuation funds (SMSF) have grown in popularity in recent years, allowing members greater control in determining how their superannuation funds are invested. Nexis provides a comprehensive administration service, giving you up-to-date information to maintain your SMSF’s compliance obligations.

SMSF services we offer

Ongoing advice on SMSF compliance matters

We are constantly monitoring for changes to superannuation legislation, taxation, and employer obligations. Our SMSF tax team helps you prepare the required documentation for your super fund tax returns in time for the super due dates. We do this so you can get the most out of your super fund while having complete peace of mind.

Nexis manages the following for our SMSF clients:

• Preparation of annual financial accounts, including profit and loss statement, the balance sheet and members’ statements
• Preparation of income tax returns
• Preparation of independent audit of the financial statements and the income tax return
• Pension establishment administration
• Death benefit nomination compliance review
• Investment strategy compliance review
• Super transfer balance account reporting

Facilitate the administration of the SMSF borrowing process

If you want to borrow within your superannuation we can put you in touch with the right people to manage this, while we facilitate the administrative process.

Borrowing in superannuation

SMSF borrowing requires account holders to meet specific conditions before proceeding. Our trusted team can help you to comply with all necessary conditions required when borrowing in superannuation.

Financial advisor referrals

Before setting up an SMSF we recommend you speak to a qualified, licensed financial advisor to help you decide if an SMSF is right for you. We have built a network of trusted professionals that we use ourselves, across various industries and professional services, so contact us if you like a referral to our preferred SMSF investment advisors.

Alternatively, visit the Australian Securities and Investments Commission which provides guidance on how to find an advisor that suits your needs.

SMSF administration services

Upon advice from your financial advisor, we can assist you with the administration required to set up and maintain your SMSF.

Superannuation Audits

Nexis prepares the file and supporting documents and supplies them to the independent auditor prior to the return being lodged.

Preparation and lodgements of financial documents

Our SMSF administration team can prepare and lodge the financial statements and tax return that are required for owning an SMSF account, including:

• Annual financial statements
• Tax return
• Business activity statements
• Binding death nominations
• Investment strategy
• Facilitating the preparation of actuarial certificates

SMSF pensions

Our team is well-versed with minimum pension standards imposed by the Australian Taxation Office and ensures you meet these standards.

It’s easy to make the switch to Nexis for your SMSF accounting and administration. Speak with one of our self-managed super fund team members today.

Our news about Self Managed Super Funds