SMSF Admin

Gain a competitive edge and reduce staffing costs

SMSF administration and compliance is an intricate, time consuming process. Our team includes experts with a proven track record in delivering financial services world-wide including self managed super fund (SMSF) accounting and taxation services to Chartered Accountants (CAs) & SMSF specialist accountants in Australia. We can provide support for your in-house Accountant, who may have less-than required expertise in SMSF protocols. Our Accountants have rich experience on major SMSF compliance software platforms including BGL, ClassSuper and SuperMate and meet APRA reporting standards.

We have in place a strong review process that works to consistently deliver quality services. Our in-house training programs and large pool of resources enable us to ramp up and scale back, our services as required.

Valenta’s SMSF Administration Services

SMSF tax and compliance
Posting and processing of super fund transactions
Roll-over of existing fund balances into newly setup accounts
Roll-over out of current super fund to any other super fund
Processing admission and retirement of members for respective roll-over components
Maintenance of pension records and preparation of pension schedules
Preparing annual financial statements, including the operating statement, financial position, notes to financial statements, annual returns and audit reports
Generating relevant super fund reports such as the investment summary report, investment income report, investment movement report and investment review statement
Preparing benefit statements with taxable and non-taxable member components

Facilitating actuarial certificate for funds wherever required
Preparing SMSF annual tax returns based on details of members and annual financial statements
Preparing the meeting agenda for end client discussions which includes member contributions, pension payments, tax due and identification of any issues
SMSF Audit Support Services such as SIS audit compliance and paper preparation
Preparing the Binding Death Benefit Nomination (BDN), if required
Preparing bank confirmation if bank balance exceeds more than 10% of super fund value
Preparing the GST reconciliation if the super fund is registered for GST
Preparing the lead schedules which include details of financial comparison, cash and bank deposits, and contribution comparisons between financial years
Preparing the reviewer checklist which includes fund details, assisting with an easier review of the super fund

Why Valenta's SMSF Admin?

Extension of Your Team

Our SMSF Accountants are trained on your practices and processes and will function as an extension of your team.

Comprehensive Solutions

Our range of SMSF administration solutions are extensive including SMSF accounting, SMSF taxation, SMSF admin services and SMSF audit services.

Tailored Solutions

All of our solutions are customised to meet your needs. We can work with your team complementing their SMSF skills or take a more holistic approach.

Software Expertise

Our SMSF Accountants are proficient in all leading software applications and can adapt to your businesses processes quickly and with ease.

Extension of Your Team

Our SMSF Accountants are trained on your practices and processes and will function as an extension of your team.

Comprehensive Solutions

Our range of SMSF administration solutions are extensive including SMSF accounting, SMSF taxation, SMSF admin services and SMSF audit services.

Tailored Solutions

All of our solutions are customised to meet your needs. We can work with your team complementing their SMSF skills or take a more holistic approach.

Software Expertise

Our SMSF Accountants are proficient in all leading software applications and can adapt to your businesses processes quickly and with ease.

Peace of Mind with Valenta BPO

24x7 Support

We have a global presence with offices in Australia, UK, and US, backed by well-staffed delivery centres in Bangalore, Vizag, Ahmadabad and Mohali in India, and Penang in Malaysia enabling us to support you 24×7.

Eliminate Hiring & Administration Costs

At Valenta BPO we offer outsourcing solutions that eliminate the need for you to invest in IT, HR, payroll, account management and admin tasks. On average, our Valenta BPO client's who outsource report a cost saving of up to 60%.

Resources Ready Immediately

Our team are trained and ready to start straight away. Unlike other BPO service providers, our model means that we are responsible for hiring, training and resourcing for your business, making the process as stress-free as possible.

Flexible Engagements

We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on a transactional basis without lock-in contracts.

What do our client's say?

Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.
“
Natalie Gillies and Clare Harding
Arthur J Gallagher
Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.
“
John Pollock
Financial Gravity