Fund Administration

MSCJ Superannuation Service can meet your individual needs for your SMSF clients and we are happy to meet with you to discuss your requirements. Please phone our office on 1300 766 487 or complete your details  and we will contact you to arrange an appointment.

The full MSCJ Superannuation Service administration service includes:

• Daily Update of Account Movements
• Annual Financial Statements to appropriate  Australian Accounting Standards
• Annual Member Benefit Statement
• Self Managed Super Fund  Annual Return Preparation and Lodgement
• Facilitate the Independent Audit
• Business Activity Statement (if applicable)
• Instalment Activity Statement (if applicable)
• Full Pension set-up & Payment Documentation (if applicable)
• Pension Actuarial Certification (if applicable)
• Facilitate the Australian Full Tax agent (provided by the director Michael Dietrich)
• Prior Year Income Tax and Surcharge Returns Preparation and Lodgement
• Ad-hoc Report if required

Throughout the financial year, MSCJ Superannuation Service records details of transactions and reconciles the bank statements as they are issued - all purchases, sales, distributions and other transactions are recorded. This information is used to prepare various regulatory returns, statements and lodgements and can be used to provide specific reports to assist in your planning process.

To transfer your existing SMSF clients to our SMSF administration service please complete the Transfer form

If you undertake the administration and produce the financial statements within your firm you may be interested in our SMSF Audit only service.