Self-Managed Superannuation (SMSF)

We will help you determine if you should move to an SMSF before making the final decision. This step is critical before you get to the next level. Determine first whether you are eligible to become a trustee, as well as your reporting requirements.

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Many people consider exploring SMSF, but most do not know where to begin. We’re here to provide administration, compliance, auditing, and taxation services for SMSF. You can better manage your SMSF when there’s someone you can rely on for each step of the process. We also assist you in understanding the possible risks of having SMSF.

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SMSF can be complex, thanks to the raft of rules and requirements you need to meet under the Superannuation Industry (Supervision) Act 1993. There are other regulators to be aware of, as well, including the ATO, ASIC, APRA, and others. Make things easier by leaving the job of keeping up with new laws and legislation changes to us.

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We keep your SMSF costs low by automating much of the minor administration tasks that can chew up a lot of your time.

After setting up your SMSF, Origin will provide ongoing data reconciliation of the SMSF for the trustees. You may have to supply a copy of your SMSF bank statements and relevant share trading account statements. Then, we will load the data into our system to proceed with the preparation of your accounts and SMSF tax returns.

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We’ll give you proper advice regarding contribution strategies, including the amounts, types, and withdrawals. We will also help you with re-contribution for each withdrawal so you can re-contribute it back to your super. The benefits can be taxable or tax-free.

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It’s our mission to help you navigate the path of SMSF setup and management so you don’t have to lift a finger for it. Our knowledgeable advisors will assist you in avoiding any mistakes that can get you in trouble, especially with ATO. We guide you in accessing super funds and wind-ups with complete requirements, so you never waste time.

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