Holistic Services
MORE superannuation provides a range of additional services to complement those in our service summary. If you do not see the service you require, and the service is related to self-managed superannuation, please contact our office, our team will help you to provide that service.
Online Applications
At MORE Superannuation we believe that service application should be streamlined, logical, accessible and responsive. For this reason, we provide an online application process for all services via our purpose built SMSF portal.
SMSF Portal
We recognise that the driver of informed self-managed superannuation decision making is the accessibility of relevant, current and coherent financial information. The cornerstone of our service therefore, is the provision of online access to financial reports, correspondence, fund details, documents, status tracking, query flow, service application and much more...
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- Accumulation funds
- Pension funds and Hybrid funds
- Electronic storage of SMSF records
- Maintenance of member components and preservation status
- Preparation of minutes and supporting documentation
- Preparation of lump sum, rollover, pension commencement and pension commutation documentation
- Calculation of allowable pension levels
- Optimisation of income tax obligations
- Preparation and submission of PAYG summaries and statements (where client is not a tax agent)
- Maintenance of capital gains tax records
- Provision of annual deed rule upgrades
- Facilitation of actuarial certificate and solvency certificate if applicable
- Publication of financial reports on the secure section of the website
- Defined benefit funds
- Segregated investment funds
- Publication of SMSF records on the secure section of the website
- Delivery of annual financial statements & financial reports
- Maintenance of reserves
- Preparation of accounting and audit workpapers
- Lodgement of ongoing tax obligations (activity statements)
- Preparation of SMSF annual returns
- Lodgement of SMSF annual returns (where client is not a tax agent)
- Completion of compliance review and creation of compliance deficiency redress documentation
- Notification of compliance deficiencies
- Completion of audit reports
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- Member notifications
- Trustee notifications
- Minutes of meetings
- Pension min and max (as applicable) calculations
- Tax-free and taxable proportion calculations
- ATO registrations and documentation (as applicable)
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- Member notifications
- Trustee notifications
- Minutes of meetings
- Pension min and max (as applicable) calculations
- Tax-free and taxable proportion calculations
- ATO registrations and documentation (as applicable)
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- Company constitution
- Certification of registration
- Company compliance documentation
- Resolutions
- Signing package
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- Trust deed
- Minutes of meetings
- Member application(s) (as applicable)
- Consent(s) to act (as applicable)
- ATO trustee declaration(s) (as applicable)
- SMSF life-long compliance documentation
- Signing package
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- Trust deed
- Minutes of meetings
- Member application(s) (as applicable)
- Consent(s) to act
- ATO trustee declaration(s)
- SMSF life-long compliance documentation
- Pro-forma investment strategy
- Signing package
- TFN and ABN registration
- GST registration (as applicable)
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- Company constitution
- Certification of registration
- Company compliance documentation
- Resolutions
- Signing package
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- Company constitution
- Company compliance documentation
- Resolutions
- Signing package
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- Tax exemption certificate
- Year end adequacy report (as applicable)
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- Per consultation
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