Accounting & Tax
Your super fund, run properly, by specialists who care.
Administration, annual accounts, audit co-ordination, lodgements and strategic advice, handled in one rhythm, with the financial advisory and lending sides of your fund under the same roof.
What we do
Super fund admin, audit, lodgments and advice in one place.
Annual accounts and tax.
SMSF financial statements and tax returns prepared and lodged on time.
Audit, coordinated.
The independent audit arranged and managed so it is not your chore.
Records kept right.
Minutes, statements and member records maintained accurately throughout the year. We make sure your fund is compliant so you do not need to.
All under one roof. All on the same page.
SMSF strategy questions go to our financial planning team. SMSF property lending questions go to our lending team. Nobody repeats their story. We are all on the same page.
Scope of service
What this service is.
Securinvest provides SMSF administration and accounting services designed to make managing your fund straightforward and cost-effective. You pay only for services that deliver real value. We establish new funds, bring existing funds up to date and provide an independent, fresh perspective through our specialist SMSF team.
Financial advice about super, contributions and investments is provided by our licensed financial advisers. SMSF borrowing and property lending questions are handled by our mortgages and lending team. Our SMSF team coordinates the process and keeps you informed, so every specialist is working from the same plan.
Our process
Three steps. It all begins with you.
Compliance works best when it is predictable. Here is how we run yours.
Comprehensive review and your goals
Each year, we complete a comprehensive review of your goals, with clear options and corrective actions so you can stay on track.
The annual rhythm
Accounts, audit and lodgement run to a calendar you can see.
The whole picture
SMSF administration, tax advice, financial advice and lending questions are all handled by specialists under the same roof through one coordinated approach.
Common questions
Questions we get asked.
Due dates vary with the fund's history and whether you lodge through an agent; on our program the date is tracked and the audit is booked backwards from it. (General information only.)
Yes. Late or potentially incorrect SMSF lodgments are common when funds come to us. We collect the records, clarify your objectives, confirm the fund's compliance position, bring the lodgments up to date and reset the annual rhythm.
That is financial advice and sits with our licensed financial advisers, who work closely with our SMSF specialists. This collaborative approach keeps the fund compliant, the paperwork right and gives you fresh options for your investment strategy.
Limited recourse borrowing arrangements are available in some circumstances. They allow an SMSF to borrow to purchase a single asset held in a separate holding, or bare, trust. Our lending team handles SMSF borrowing and helps determine whether it suits your fund, goals and objectives, working closely with our financial advisers or yours. This coordinated approach helps maintain compliance and improves the likelihood of achieving the outcomes you seek.
This is a limited recourse borrowing arrangement where the SMSF trustee obtains a loan that is used to purchase an acquirable asset. The asset is held in a separate trust from the SMSF, known as a holding or bare trust. The SMSF acquires a beneficial interest in the asset and, after repaying the loan, has the right to legal ownership of the asset. Other assets of the SMSF are protected if the loan defaults. While the asset is not held directly by the SMSF, any investment returns earned from the asset go to the SMSF.
It depends on what you want the fund to do and why. We explain the establishment and ongoing compliance costs clearly before you proceed, so you can assess whether the benefits justify the investment.
It is critical to get this right. Our complimentary discovery session with an SMSF specialist explains the costs, benefits, rules and key things you must and must not do before establishing your fund, so you can make an informed decision.
ALSO FOR YOU
Financial Advice: The fund admin lives here; the strategy lives with our advisers.
Like a quick chat to see if we can help?
20 minutes. No obligation. No product pitch, just an honest conversation.
Or call (03) 9574 8300
