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Imagining a super future

Your
SMSF

We'll handle all the admin so you can focus on how you'll enjoy your retirement.

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We've got your future in mind.

Imagining a super future

Your
SMSF

We'll handle all the admin so you can focus on how you'll enjoy your retirement.

Play Video

We've got your future in mind.

SMSF

SRJWW is responsible for the administration of many Self-Managed Superannuation Funds (SMSF) and has a dedicated team specialising in this ever-evolving field.

Key aspects of our administration services include:
 
  • All funds are managed within BGL’s Simple Fund 360 Superannuation Fund management system;
  • Fund transaction processing is automated with the use of Bank Feeds, Managed Fund Feeds, Share Broker Feeds and other mechanisms which optimise efficiency;
  • Attendance to the accounting and tax treatment on behalf of trustees for all manner of strategies recommended by licensed financial advisors in a Statement of Advice and associated documentation including pension commencement, cessation and operations and Transfer Balance Cap issues;
  • Financial Statements, Member Statements and Regulatory Returns are prepared and technically reviewed to ensure compliance with superannuation laws and regulations;
  • Auditors are worked with closely to ensure efficient management of audit queries and timely release of Audit Reports;
  • Trustees are alerted to any potential breaches of superannuation laws and regulations to optimise the ability to rectify early;
  • Trustees are kept apprised of all taxation and regulatory matter relating to their fund such that there are no surprises.

SIS and tax compliance

  • Up to date on ever-changing regulations
  • The right advice on complex SIS and SMSF requirements

For better
peace of mind

Imagine knowing that amongst the complexity and shifting goal posts of SMSF and SIS, your investments and wealth are protected.

Asset reporting

  • Efficient reports for a crystal clear picture
  • Reporting accuracy for reliable foundations

For better
planning

Imagine building your assets towards retirement knowing that every detail is covered and reported on for planning you can trust.

Audit ease

  • Direct liaison with your auditor
  • Simplified process to rule out errors

For better
retirements

Imagine your SMSF managed with a minimum of fuss, no to-ing and fro-ing, to a completely reliable degree that sets you up for life and for living.

Personal Financial Advice / Financial Product Advice

SRJWW acknowledges, understand and complies with the laws relating to the provision of Personal Financial Advice and Financial Product Advice regulated by the Australian Securities and Investments Commission (ASIC).

Neither SRJWW nor any of its advisers are licensed to provide this type of specific advice and so do not provide it to its clients.

Our advisers are entitled to and do rely upon the exemptions afforded to accountants as outlined in the ASIC information sheet – INFO 216. This information sheet and the regulations behind it enables our advisers to provide taxation and factual advice in relation to superannuation and superannuation structures together with execution only services where no advice is provided.

Clients get the best personalised outcomes, however, when our Advisers collaborate with licensed financial planners to produce strategic outcomes incorporating all matters financial and taxation and this is our we prefer to operate in this area.

“Down-to-earth personalities backed with experience. I highly recommend SRJ Walker Wayland.”

Kevin Wiles, Langford Metal Industries

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“We’ve achieved significant business growth into new business entities and service offerings thanks to SRJ Walker Wayland’s sound advice and planning.”

Anthony Beasley, Jarah Corporate Pty Ltd