Expertise
We continually build our resources, invest in specialist training, innovate our services and focus relentlessly to achieve the credibility and capability to be a provider of first-class SMSF administration services.
Delivery
Administrative and compliance services are important. That is why we aim to have all SMSF financial accounts prepared within 2 weeks once all information has been received and ready for the auditor.
Leading-edge approach
Our technology streamlines the delivery of our services and allows you to access secure and real time fund performance tracking, to better able you to make informed and timely decisions and fulfil your legislative obligations.
Perspective
We specialise and have vast experience in the SMSF administration space, therefore seamlessly coordinating the implementation of high-level SMSF advice as an extension of SMSF administration and reporting.
Quality
Our years of experience in SMSF administration, backed up by qualified financial advisors, gives us the unique ability to view our clients’ SMSFs from a wider perspective and therefore provide tailored services of the highest quality.
Understanding
With our years of SMSF expertise, we know what trustees want and so offer a tailored, comprehensive service, ensuring your fund remains compliant whilst it works to achieve your individual goals.
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Intuitive Super works with you from setup to windup, offering a full range of tailored SMSF administration services.
Our goal is to help simplify SMSF trusteeship and ensure that your SMSF is working to achieve your retirement goals every day.
Setting up or winding up a SMSF can be complicated and time consuming. It is important to ensure that the superfund is set up or wound up in a manner which achieves the goals you have for your superfund. Intuitive Super has the experience to simplify these processes for you.
- New Fund Set-Up (Trust Deed, etc.)
- Corporate Trustee Establishment
- Trust Deed Amendment (if required)
- ABN & TFN Application
- Removal & Appointment of Trustees
- Fund windup
A SMSF is regarded as a “Financial Product” and it is important to highlight the following:
- Intuitive Super Pty Ltd is not licensed to provide financial product advice under the Corporations Act.
- We highly encourage you to consider taking advice from an AFS licensed adviser before making a decision on a financial product. We recommend you speak to Carrick Aland Wealth Planning Pty Ltd to determine if an SMSF is appropriate for situation.
Situations change sometimes amendments to an SMSF are required. From commencing a pension or withdrawing a lump sum, to rollovers and death nominations, Intuitive Super can quickly and easily make the adjustments required to make your superfund meet your lifestyle.
- Binding and non-binding death nominations
- Member pension commencement documents
- Member lump sum payment documents
- Member rollover to complying superannuation fund
- Pension commutation
An SMSF is not set and forget. We don’t just set-up and wind-up SMSFs; we maintain them for the life of the fund. From ongoing requirements such as BAS and year-end compliance, to the unexpected such as death benefit processing, Intuitive Super provides ongoing services to ensure your SMSF is running at its best all year round.
- Quarterly Business Activity Statement
- Actuarial Certificate (Pensions)
- Assisting with matters of non-compliance (ATO audit)
- Marriage breakdown and benefit splitting
- Death benefit processing
- Year-end compliance and tax
- TRIS set-up
- Account Based Pension set-up
- Arrange / Co-ordinate annual SMSF external audit
- Fund Initial Setup/Windup
Setting up or winding up a SMSF can be complicated and time consuming. It is important to ensure that the superfund is set up or wound up in a manner which achieves the goals you have for your superfund. Intuitive Super has the experience to simplify these processes for you.
- New Fund Set-Up (Trust Deed, etc.)
- Corporate Trustee Establishment
- Trust Deed Amendment (if required)
- ABN & TFN Application
- Removal & Appointment of Trustees
- Fund windup
A SMSF is regarded as a “Financial Product” and it is important to highlight the following:
- Intuitive Super Pty Ltd is not licensed to provide financial product advice under the Corporations Act.
- We highly encourage you to consider taking advice from an AFS licensed adviser before making a decision on a financial product. We recommend you speak to Carrick Aland Wealth Planning Pty Ltd to determine if an SMSF is appropriate for situation.
- Fund Member Transactions/Update
Situations change sometimes amendments to an SMSF are required. From commencing a pension or withdrawing a lump sum, to rollovers and death nominations, Intuitive Super can quickly and easily make the adjustments required to make your superfund meet your lifestyle.
- Binding and non-binding death nominations
- Member pension commencement documents
- Member lump sum payment documents
- Member rollover to complying superannuation fund
- Pension commutation
- Other Ongoing Services
An SMSF is not set and forget. We don’t just set-up and wind-up SMSFs; we maintain them for the life of the fund. From ongoing requirements such as BAS and year-end compliance, to the unexpected such as death benefit processing, Intuitive Super provides ongoing services to ensure your SMSF is running at its best all year round.
- Quarterly Business Activity Statement
- Actuarial Certificate (Pensions)
- Assisting with matters of non-compliance (ATO audit)
- Marriage breakdown and benefit splitting
- Death benefit processing
- Year-end compliance and tax
- TRIS set-up
- Account Based Pension set-up
- Arrange / Co-ordinate annual SMSF external audit