For Financial Planners
We can provide your planning practice with a simple solution to support your clients’ SMSFs:
- Set up of SMSFs, moving SMSF to pension phase and winding up of SMSFs
- Bookkeeping & Accounting for SMSFs
- Preparation of forms and minutes to comply with superannuation law
- Preparation of SMSF financial statements
- Arranging and liaising with independent SMSF auditor
- Preparation & lodgement of SMSF tax returns
- Liaise with ATO
Although we don’t offer SMSF advice to your clients, we manage all other aspects of their SMSF administration so we take the stress out of the SMSF administration requirements. We provide prompt user-friendly service and ease of access to your client’s information with BGL Simple Fund reporting.
