Services from Insight Super

Insight Super are your specialists in superannuation administration and strategy.  We focus on empowering trustees with knowledge and take the time to explain how your super fund works. We have a flexible approach so you can decide which SMSF services you would like us to provide. All services are provided in house so you can get the information you need when you need it.

Setting up your own self managed superannuation fundSetting Up A SMSF

We prepare all necessary documentation to assist in setting up the SMSF including: trust deeds, minutes and resolutions, member applications, trustee consents, investment strategy and business registrations (ABN, TFN, Complying Fund Registration, GST and PAYG Registration if applicable).

Our SMSF set up cost includes a 60 minute meeting to ensure you understand your responsibilities as a trustee.

Tax time help for your self managed superannuation fundFull Annual Administration Services

We provide a seamless end of year administration service.  All trustees are provided with an easy to use checklist to assist them to collate all the documents required to prepare their year end accounts, tax return and audit.  Our end of year administration service includes the following:

  • Transaction processing and preparation of operating statement, statement of financial position, notes to the accounts and members statements.  We use BGL Simplefund Software.
  • Preparation and lodgement of fund income tax and regulatory return
  • Preparation of annual minutes and statutory documents
  • Minimum and maximum pension calculations and advice for the upcoming year.
  • Annual audit performed by our auditor - Acano Accountants + Advisors.
  • We have the systems, processes and staff in place to ensure your work is completed at the highest quality and in a timely manner.  Generally all annual administration work is completed within 4 to 8 weeks of arrival in our office. 

We are very proud of the systems we have in place and the quality of our files.  We invite you to meet with us and take a tour of one of our working papers files.

Auditing of your SMSFCustom Annual Administration Services

If you would like Insight Super to attend to the administration of your fund but would prefer your own accountant to complete the audit, that is no problem. Please contact us to discuss your requirements.

Future planning, advice and strategy for your SMSFAdvice and Strategy When You Need It

We are always on hand to answer your queries or provide you with strategy advice when you need it.  If someone can’t take your call we will respond to telephone messages and emails within 24 hours.

Contact Insight Super for further help or enquiriesWant to find out more?

Please contact our office on (07) 3808 9990 or click here to contact us on line or at our offices

The information on this website is intended for general information only, contains general advice and has been prepared based on the current taxation and superannuation laws. No person should rely on the contents of this website without first obtaining advice specific to their circumstances from a qualified professional.