Superannuation Benefits and Support

As an elk client, you will benefit in the following key features of our service:

  • A capped fee structure which incorporates the administration of pensions and the annual financial statements, tax returns and the audit of the fund
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  • Current listings of your SMSF’s investments, with market prices regularly updated and provided via our the elkcorp gateway / portal
  • Annual tax returns completed by 31 October (where information is supplied within a reasonable time to meet that deadline)
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  • The fund’s audit as part of the package provided by our approved Auditor
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  • Investment strategies developed by the elkcorp Investment Committee with vast, non-exotic, forward thinking, built on solid foundation investment experience
  • elk specific investment opportunities
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  • Support from elk’s Technical Services Team
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  • You have all your required services within the one hub, so you also have access to financial, insurance, estate planning and property investment advice

How we help administer your SMSF

 

elk clients benefit in the following key features of our service.

As SMSF trustee, you’ll need to authorise payments and transfers of money and approve the year-end financial statements and tax returns. You’ll also make decisions in relation to investments and structuring.

 

We’ll support you in the administration of your fund by:

  • Receiving and dealing with paperwork throughout the year in relation to investments your SMSF holds
  • Corresponding with share registries in relation to your SMSF’s listed investments
  • Corresponding with the Australian Taxation Office on various issues
  • Taking care of paperwork and calculations in relation to the commencement and maintenance of pensions
  • Preparing trustees’ minutes in relation to certain events
  • Preparing year-end financial statements for your SMSF
  • Preparing and lodging the fund’s annual income tax and regulatory return
  • Preparing an annual actuarial certificate
  • Conducting the annual independent audit of your SMSF
  • Our SMSF Service also assists Trustee’s
  • Contribute money into the fund, including assistance with rollovers and other contributions
  • Receive benefits from the fund, including assistance with establishing pensions or making lump sum withdrawals
  • Deal with investments within the fund, and provide access to products when applicable deal with major events such as the death or removal of a member and/or trustee
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