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Self Managed Superannuation Fund Administration
Parkside Financial Services is a Self Managed Superannuation Fund Administration specialist company comprising part of the Parkside Financial Group. Parkside Financial Services concentrates on one thing and one thing only - the administration of Self Managed Super Funds. Many Australians understand the tax benefits, flexibility and estate planning benefits of managing their own superannuation fund but the associated compliance, paperwork, minute-taking and trustee responsibilities are often daunting. Parkside Financial Services can take the headache out of such administration by providing this service to our clients. From the preparation of BAS and IAS returns to assistance with Tax Return preparation, Trust Deed preparation and of course the all important audit. We work closely with accountants to ensure that clients enjoy the flexibility of a Self Managed Super Fund without the associated administrative headaches.
Services include:
- Establishment or transfer of existing Self Managed Superannuation Funds
- Preparation of Trustee Minutes
- Provision of Quarterly and Annual BAS / IAS reporting
- Reporting of Superannuation Surcharges to the ATO
- Conversion of super Funds to Allocated or Term Allocated Pensions
- Recalculation of annual minimum and maximum limits along with PAYG tax and Group Certificates for Allocated Pensions
- Assist clients in the preparation of Tax Returns and Financial Statements
- Implement Actuarial Certificates Pensions as required
- Collate and maintain all transactions made within the fund and associated Cash Management Account
- Maintain Capital Gains Tax Records and calculations
Most importantly . . . Parkside Financial Services relieves clients of the administrative burden presented by managing their own fund
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