services

We turn your source documents into a Concise Compliance Package consisting of;

• Annual Financial Statements
• Member’s Statements
• Annual Returns
• Relevant Minutes
• Coordinate audit process with preferred Auditor or recommended Independent Auditor
• Secure electronic storage of records

Concise Super can arrange the right documentation for compliance requirements.

These include;

• Actuarial Certificate
• Business Activity Statement
• Fund Wind Up

From time to time there may be specific documentation that a Self-Managed Superannuation Fund is required to have for various transactions that occur during the lifecycle of the Fund. These can range from when you set up the Fund to closing the Fund.

Concise Super can arrange the right documentation for the right transaction. These range from;

• Establishment of a new Self Managed Superannuation Fund
• Roll over statements
• Lump Sum payments
• Pension & Transition to Retirement
• Actuarial Certificate – co-ordinate with Actuary service provider

Superannuation legislation is complex and regularly changing, Concise Super can provide the technical support in those “grey areas” adding value to Accountants and Advisors client service.

We encourage all our clients to call and email us frequently regarding any matter to their SMSF, we we can alert you of any compliant responsibilities and/or actions that are required.

Concise Super provides online access to your Fund.  We regularly update your Fund via electronic data feeds from your bank account providing you with “real time” access to your Fund.  Ask us today about how you can get access to your Fund.  

Online access features:

• Member contribution and pension dashboard
• Investment dashboard and reports