Self-Managed Superannuation Fund Administration & Reporting Service

Self-Managed Superannuation Fund (SMSF) Compliance

Your Superannuation fund balance is an important aspect of your retirement planning. BWA assists SMSF Trustees with a comprehensive, up to date, taxation advice and compliance service.

BWA services include the following:

• Preparation and lodgment of the funds financial statements, Annual return and Income taxation return

SMSF Administration and Reporting Service

This service offering assists the Trustees in the total management of their fund. It allows trustees and members to review performance in real-time including fund balances remotely at any time.

BWA services include the following:

• Postal box/email correspondence for 100% of fund correspondence
• Administration of investments
• Quarterly financials September, December, March and Junes
• Ability to log-in externally to review investments
• Live market valuation share/investments
• Integration of stockbroker transactions
• Pension calculations
• Year-end

The BWA team can assist with a proficient and reliable SMSF Administration and reporting service.