{"id":4747,"date":"2014-07-23T04:24:40","date_gmt":"2014-07-23T04:24:40","guid":{"rendered":"http:\/\/catalystsuper.com.au\/?page_id=4747"},"modified":"2014-09-11T03:06:02","modified_gmt":"2014-09-11T03:06:02","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/staging.catalystsuper.com.au\/?page_id=4747","title":{"rendered":"SMSF Administration Service"},"content":{"rendered":"<div class=\"title\"><h2>SMSF Administration Service<\/h2><div class=\"title-sep-container\"><div class=\"title-sep\"><\/div><\/div><\/div>\n<p>Once your fund is established or transferred to Catalyst Super, we will manage the ongoing administration of the fund and also assist with the fund\u2019s regulatory obligations, including:<\/p>\n<ul>\n<li>Establishing and maintaining all records and books of account<\/li>\n<li>Recording member and employer contributions and their tax components<\/li>\n<li>Providing investment summary reports, general ledger reports and tax reconciliation reports<\/li>\n<li>Access to the online portfolio reporting system<\/li>\n<li>Calculating any applicable tax in regard to lump sum benefit payments<\/li>\n<li>Calculating benefit payments<\/li>\n<li>Maintenance of member fund information<\/li>\n<li>Preparation of annual financial statements<\/li>\n<li>Preparation and lodgment of the fund\u2019s annual income tax return<\/li>\n<li>Preparation and lodgment of the fund\u2019s annual regulatory return<\/li>\n<li>Arranging the annual independent audit of the fund (completed by an external auditor)<\/li>\n<li>Preparation of minutes\/resolutions of trustee\/member meetings<\/li>\n<li>Unlimited telephone support<\/li>\n<\/ul>\n<p>The following are not included in our standard administration service:<\/p>\n<ul>\n<li>Preparation or amendment of the fund\u2019s investment strategy<\/li>\n<li>Provision of consulting\/strategic advice<\/li>\n<li>Provision of investment advice<\/li>\n<li>Provision of actuarial advice<\/li>\n<li>Amendments\/upgrades to the trust deed to ensuring that it is up to date and compliant<\/li>\n<li>Preparation and lodgment of superannuation surcharge forms and Business Activity Statements (BAS) or Instalment Activity Statements (IAS) (as required)<\/li>\n<li>Preparation of pension commencement documentation<\/li>\n<li>Preparation of pension commutation documentation<\/li>\n<li>Preparation of documentation to redress compliance deficiencies<\/li>\n<li>Maintenance of corporate trustee<\/li>\n<li>Mailbox service (using Catalyst Super as the primary address for all correspondence).<\/li>\n<\/ul>\n<p>Any of the above supplementary services can be provided at additional cost.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Once your fund is established or transferred to Catalyst Super, we will manage the ongoing administration of the fund and also assist with the fund\u2019s regulatory obligations, including: Establishing and maintaining all records and books of account Recording member and employer contributions and their tax components Providing investment summary reports, general ledger reports and tax [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"side-navigation.php","meta":{"footnotes":""},"class_list":["post-4747","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages\/4747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4747"}],"version-history":[{"count":4,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages\/4747\/revisions"}],"predecessor-version":[{"id":4926,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages\/4747\/revisions\/4926"}],"wp:attachment":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}