Self Managed Super Fund Setup and Audit Solutions
Discover the power of H&R Block's SMSF setup and management solutions! Our experts will manage the complexities, relieving you of stress. Rest easy knowing that your SMSF is in capable hands.
A one stop shop
A one stop shop
From establishment to wind up, the team can prepare, assist and explain all aspects of having an SMSF.
Fixed fee pricing
Fixed fee pricing
Upfront, reasonable and no surprises.
Unbiased & independent
Unbiased & independent
No conflict of interests. We leave all the investment decisions up to you.
Up-to-date information
Up-to-date information
Real time reporting on all the important information specific to you and your fund - accessible anytime, anywhere.
We're here to help
Thinking about exploring an SMSF but not sure where to start? Don't worry, our team is here for you. SMSF Solutions is a specialist division of H&R Block providing administration, compliance, accounting and taxation services for Self-Managed Superannuation Funds (SMSF). We know exactly how it all works and we can help you create the best set up. Our services include:
- Assisting in understanding the implications of having a SMSF
- Establishing a SMSF & obtaining tax benefits
- Monitoring contributions & transfers into a fund
- Market value updates of investments
- Financial reporting requirements & obligations
- Deed upgrades
- Compliance & administration
- Accessing funds & wind-ups
With H&R Block SMSF Solutions you can expect:
View the pricing guide
- A fully personalised service
- Fixed fee pricing
- SMSF documentation that incorporates the latest legislative changes
- Real time reporting of valuations, transactions and member balances
- Monitoring of contributions to ensure you stay within the relevant caps
- Tracking of pension drawdowns so you meet your minimum amount
- A thorough and fast independent audit
SMSF Services
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Establishing a SMSF
H&R Block simplifies the SMSF establishment process by providing a hassle free, execution only service. We prepare all legal documents, undertake registrations with ASIC and the ATO and will guide you through the entire setup process until you are ready to invest from your SMSF. -
Tax, Financial & Statutory Reporting Requirements
H&R Block can assist in preparing and completing the annual SMSF financial & member statements, annual taxation and statutory returns and the independent audit. We can also assist with all other ATO compliance obligations that may arise including BAS & PAYG lodgements and TBAR reporting requirements. -
Monitoring Contributions and Rollovers
H&R Block will assist ongoing SMSF clients my monitoring contributions and assessing them against the relevant thresholds. We can also assist with the facilitation of rollovers/contributions into the SMSF by providing your SMSF with an active electronic service address (ESA) to adhere to Superstream regulations. -
Real-time Data & Reporting
H&R Block can provide you access to our secure online reporting platform where you can view and keep track of your SMSF data in real time. Transactions are updated regularly and a variety of member and investment reports can be generated to help you better manage your SMSF’s investment and performance. -
Establishing and Managing SMSF Pension Accounts
H&R Block can assist SMSF clients by setting up Account Based Pensions, calculating minimum pension drawdowns and providing all legal documents. We will monitor pension drawdowns for ongoing clients to ensure minimum annual payments are being met in accordance with SISR regulations. -
Winding up a SMSF & Estate Planning
H&R Block can assist in SMSF exit strategies and winding up a SMSF including the preparation and completion of the final tax return and facilitating the cancellation of the Fund’s registrations with the ATO. We can also provide assistance in the proration of SMSF estate documentation including death benefit nominations. -
Borrowing to Purchase Property in your SMSF
H&R Block can assist with establishing the relevant structure to enable your SMSF to undertake a limited recourse borrowing arrangement with a lender (including related party lending) to facilitate property purchases with your SMSF. -
Specialist Support
Ongoing clients will have the support of our team of qualified SMSF specialists who can assist with a variety of tax and compliance related superannuation queries and strategies. We can also provide specific superannuation tax advice and assist with ATO audits.
Do you have an SMSF question?
Enquire now & one of our SMSF experts will get in touch with you
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