SMSF Administration

Looking for more control over your super and retirement planning?

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SMSF Accounting

Using our cloud-based software Class Super, we capture every transaction made by your super fund in the most efficient way possible, helping you save time when it comes to managing your SMSF.

Our expert team then analyses, evaluates, summarises, and interprets that data to produce your annual financial report, which is a requirement for all SMSF’s.

SMSF Compliance

Although most trustees set up a SMSF so they can “do it themselves,” the reality is very few people can do this due to the complexity of the legislation that a trustee must adhere to.

This is where we come in, ensuring you are aware and staying on top of those requirements, and providing administrative services to support you. This includes maintaining investment registers, appointing and liaising with an independent auditor to undertake annual audits, as well as pension calculations in line with pension standards.

SMSF Reporting

SiDCOR will prepare your Annual Financial Reports and Member Statements as required by the SIS act.

In addition, we can also provide monthly or quarterly reporting on the status of your fund. We can also look after your TBAR reporting.

Michelle Chesworth – SMSF Administration Director

Michelle is a Director at SiDCOR, specialising in Self-Managed Superannuation Funds (SMSF’s) and leading the Super Team. She has a Bachelor of Commerce and is a member of CPA Australia, has a Diploma of Financial Planning and holds a Tax Agents Licence and Public Practice Certificate.

My ‘why’ is to help clients with the challenges of business life, wealth creation and retirement.

Key offerings

Through our trusted advisors we assess if an SMSF is right for you. Once established we can help with the set up and administration of your fund and help you remain compliant.

  1.  We can look at the suitability of establishing a Self-Managed Superannuation Fund (SMSF).
  2. We can help maximise your contributions and assist with roll overs, and employee and other self-contributions.
  3. We can help you grow and maintain your retirement savings.
  4. We will manage the administration of your fund including all taxation, audit and the preparation of accounts.
  5. We will help you grow and maintain your retirement savings.
  6. We can direct you to a wide selection of referral partners via SIDCOR Wealth who can advise you on how to invest your super.
  7. Once certain conditions are met, we can help with accessing your fund including commencing or continuing a pension or having your fund pay a superannuation lump sum to you.

Need a second opinion?

We have found that many small to medium business owners are overpaying tax and aren’t structuring their business to be as profitable as they could be. At SiDCOR we offer a free review to make sure you are getting the best financial help possible. So how does it work?

  1. Free analysis

    You will receive an email from us outlining the information we need to complete the review. We will then review your tax returns and financial statements.

  2. Free review

    Our teams will ask you questions during the review process to verify and clarify any items as well as ascertain your business needs.

  3. Free evalutation

    Once the review is complete, we will present you our findings, namely: overpaid tax, changes to your structure, tax savings.

Get in touch today. We will change your life!

We also offer

At SiDCOR, we know there is a better way to do accounting. We understand that financial wellbeing and certainty is at the heart of any business and it impacts every area of our client’s lives. We believe there are six core components to running a successful business and, through our service offering, we are here to help you with any or all of these areas.