Lifewealth are specialists in the establishment, administration and provision of ongoing advice and asset consulting services to Self-Managed Superannuation Fund (SMSF) Trustees.

Our SMSF service enables us to manage customised portfolios and administer all aspects of a SMSF including maintenance of member benefits, pension payments and associated reporting requirements including:

  • Establishment of the Fund and Preparation of the trust deed.
  • Advising if Individuals or a Corporate Trustee is most Appropriate.
  • Registering your SMSF with the Australian Taxation Office, arranging the ABN, TFN and all compliance documentation.
  • Preparing an investment strategy for your SMSF.
  • Establishing a cash management account for your SMSF.
  • Fund administration, preparation of pension documentation and trustee minutes.
  • Annual financial statements, tax returns and the audit of the fund.
  • Portfolio administration and reporting.
  • Ongoing investment advice and review.
  • Ensuring appropriate Insurance cover and Estate Planning is in place.
  • Reserving and technical strategy and advice.