TRUSTEES
Managing an SMSF doesn’t have to be overwhelming.
We give trustees clear guidance, transparent processes, and ongoing support so you can run your fund with confidence and peace of mind.
CLARITY
Take charge of your retirement journey by establishing your own Self-Managed Super Fund (SMSF). By doing so, you are empowering yourself to make informed decisions about your financial future.
With the SMSF landscape constantly evolving, the demand for expert guidance and support has never been greater. Our experienced team, proudly associated with the SMSF Association, is dedicated to helping you navigate these changes and ensure that you have the specialised assistance you require.
If you have any questions or need further clarification on any aspect of your SMSF, please feel free to reach out to us.
CERTAINTY
Transform your SMSF experience with our fixed-price ongoing engagement for your SMSF tax work.
Say goodbye to uncertainty and hidden fees, and know exactly what to expect upfront.
Choose from monthly or quarterly engagements tailored to your needs.
Please note that disbursement fees for services like title searches, actuary fees, property valuations, auditor fees, ATO reviews, and ASIC annual company reviews are not included (we do not charge extra to manage your ASIC annual reviews).
CHOICE
At our firm, we believe that relying on an annual service from your administration provider is simply not enough.
With the fast pace of life, we recommend staying proactive and reviewing your fund at least quarterly, if not monthly.
This approach ensures compliance with SMSF regulations and allows us to promptly address any issues that may arise, preventing potential penalties or breaches within the financial year.
Let us help you stay on top of your obligations and maintain peace of mind.
Andrew's Review
"After engaging Luis to look after my SMSF, the complicated things suddenly seemed easy - such as automated bills and simple electronic signatures that can be done on your phone.
Luis makes things very simple for the client, explains things along the way and ultimately has the clients best interest in mind at all times."
Andrew B, NSW
Ben's Review
"After having issues with my initial SMSF accounting firm I would like to thank you Luis for submitting my first SMSF tax return and audit.
You have been great to communicate with and I appreciate your professionalism and knowledge. It's comforting to know that when I contact Refresh Super, I will always be speaking to the same person who has full knowledge of my accounts history and circumstances.
I will be sure to acquire your services for many many years to come. Thanks..."
Ben, QLD
Jodie's Review
Luis and his team are brilliant! We have been so well supported from initially setting up our SMSF all the way through to the ongoing management, accounts and compliance support.
If I have a question, even a silly one, Luis is efficient and prompt in responding and explains it simply. Luis, you make our SMSF management so easy!
Thank you for your ongoing support, we are very grateful to have you and your team by our side!
Think SMSF, meet Luis! He's a star!
OUR PROCESS
Initial Consultation
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Contact us for a quote
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We will send you a calendar invite to book an in person or online consultation
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Luis will meet with you to find out more about your SMSF and let you know more about us. He will be able to give you a quote during this time.
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If you are happy with our offer, we will send you a service agreement to sign
Acquiring Documents
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Once we have received your signed service agreement, if you have an existing accountant for your SMSF, and are switching to us, we will send them an ethical letter and request information they hold about your fund. This includes previous financial statements (if applicable), establishment deed, investment strategy, ATO trustee declarations, fund ABN & TFN details, bank account details and current investments.
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If there is any missing information, we will contact you.
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We will send you additional forms to sign, including datafeed authority forms (gives us viewing access only), ASIC agent nomination, privacy agreement forms for connected professionals
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We will explain how to nominate us as your SMSF tax agent
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You will need to update your ESA details with your employer (if applicable)
Fund Set Up
- We use Class as our accounting software. When your SMSF is set up on our software, we will begin the process of entering all of the bank account and investment information you have supplied.
- We will contact you to discuss our regular direct debit arrangement for our accounting fees.
- If we have an active datafeed in place, it will automatically supply us with your funds banking transactions (viewing access only). If we don't have a datafeed in place, we will contact you regularly for bank statements.
- Our aim is to keep your accounting up to date on a regular basis and we will reach out to you for any relevant documents we may need.
- We will also monitor any pension accounts and withdrawals (if applicable)
- We will send you your annual ASIC company review documents to sign and remind you of ASIC invoices to be paid.
Annual Tax Lodgment
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We will arrange your SMSF's annual tax return and send you the financial statements to read through and sign off on
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We will organise the audit process for the annual tax return and send you the auditing invoice, which is separate to our accounting invoice. (SMSF audits are performed by independent external auditors)
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We are happy to chat to you if you have any questions regarding your SMSF, especially if you would like to or have made any new investment purchases or sales. PLEASE NOTE WE DO NOT PROVIDE FINANCIAL ADVICE.
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We can let you know if your SMSF is complying within the rules of Superannuation
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If your SMSF is not complying, we can assist you through the process of rectifying the breaches.
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If your fund is under an ATO review, then additional fees will apply for us to communicate with the ATO during this process. We aim to prevent this by regularly monitoring your SMSF.