PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING
SMSF Administration and compliance is an intricate, time consuming process. Our team includes experts with a proven track record in delivering financial services worldwide including Self Managed Super Fund Accounting and Taxation services to Chartered Accountants (CAs) & SMSF specialist accountants in Australia. We can support your in-house accountant (who perhaps would have less-than required expertise in SMSF protocols) to process SMSFs. 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 our services in minimum time.
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 fund books
Processing admission and retirement of members and respective roll-over components
Maintenance of pension records and preparing of pension schedules
Preparing annual super fund financial statements - operating statement, financial position, and notes to financial statements
Generating relevant super fund reports such as investment summary report, investment income report, investment movement report etc.
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
Managing communication and correspondence with Australian Tax Office
SMSF Audit Support Services such as SIS audit compliance, paper preparation and checking for compliance
Why Valenta SMSF Admin
Our range of SMSF Administration solutions include SMSF accounting, SMSF taxation, SMSF admin services, and SMSF audit services
Clients can choose from the bouquet of services we provide and opt for one that works best for them.
Extension of your team
Our SMSF accountants are trained on our client’s practices and processes and could function as an extension of the client’s team
Our SMSF accountants are proficient in all leading software applications and can adapt to the client’s business processes in the shortest possible time