Providing practical SMSF solutions since 2006

ABOUT US

SMSF WORKS – Self Managed
Super Fund Specialists

Our Mission

Our Mission is to assist trustees and their professional advisers in establishing and administering their self-managed superannuation funds.

Our major asset is many years of practical day to day experience in dealing with the legislative, operational requirements and management of self-managed superannuation funds.

A near 20 year history in the SMSF industry means that we have a thorough knowledge and understanding of the SMSF market in terms of its participants, stakeholders and its associated products and services. This is our most valuable asset.

Our Services

New SMSF Establishment

SMSF Works can help you with the set up a new self managed superannuation fund (SMSF) – our SMSF package includes a trust deed, minutes, pro forma binding death benefit nomination forms, product disclosure statement as well as an indexed superannuation folder.

Accounting and Tax

SMSF Works have a dedicated accounting and audit division solely dedicated to compliance and ongoing management of SMSF’s. In an effort to create a more seamless and less complicated experience for Trustees SMSF Works use the latest technology in order minimise the time and activity required by trustees in order to maintain the compliance of their SMSF.

Super Borrowing (LRBA)

From July 2007, SMSF Trustees are now in a position to borrow to buy a commercial or residential property, however the property must be acquired via Bare or holding trust. SMSF Works can provide you with assistance and technical support in relation to the establishment of the bare trust and compliance requirements of the lenders.

Licensed Advice

From 1 July 2016 anyone providing personal advice to SMSF members and trustees must hold the appropriate qualifications. SMSF Works holds a limited AFSL and has the qualifications and experience to assist trustees. Alternatively supporting our accounting partners who have made a business decision not to hold their own license and have chosen SMSF Works to assist their clients when licensed advice is required.

Account Based Pension

From 1 July 2017 the Government introduced legislation limiting the amount of money that a person, having met a condition of release (generally retirement or age 65), can use to commence a retirement income stream to a maximum of $1.6m. This is known as accessing you transfer balance cap (TBC) and can be done so by establishing an account based pension. SMSF Works can provide you with up to date pension documentation, including reversionary beneficiary or binding nominations where required and assistance with ATO reporting.

Trust Deed Amendments

As legislative changes to superannuation rules are introduced trustees have an obligation to keep their deed up to date. SMSF Works can provide you with an up to date deed dealing with both legislative requirements and personal strategic requirements including estate planning and beneficiary nominations.