Argyle Superannuation provides the following administrative services with the aim of making ownership of self-managed superannuation funds (SMSFs) as simple as possible:

• Establishing your fund or transferring the administration to us
• Preparing all documents and process all lodgements required to meet your regulatory obligations
• Organising the audit of the fund and any liaison with actuaries if required
• Commence pensions and make lump sum payments
• Winding up the fund when it is no longer required

Establishing and Setting up a Self Managed Superannuation Fund

• Arranging a Superannuation Fund Trust Deed
• Obtaining Tax File Number, Australian Business Number and Goods and Services Tax Registrations
• Application to Australian Taxation Office for Regulated Fund Status
• Application of Membership Forms
• Trustee Minutes

Annual and Administration Compliance

• Financial Statements
• Member Benefit Statements
• Preparation and lodgement of Income Tax and Regulatory Return
• Arrange Independent Audit and handle all queries

Other Services

• Business Activity Statements
• Instalment Activity Statements
• Preparation and lodgement of Reasonable Benefits Limit documentation
• Lump sum benefit payments
• Establishment of retirement income streams
• Provide access to Pension Actuaries
• Application for Pay As You Go Withholding Tax Registration
• Preparation and lodgement of Pay As You Go Reconciliation and Group Certificates
• Arrange Trust Deed Amendment/Replacement
• Technical Advice