Superannuation Services

Superannuation is all about setting you and your family up for long-term. And at Aintree Group, we want to make sure you can sleep well at night knowing your financial future is secure.

We have extensive experience with Self-Managed Super Funds (SMSFs) and Trusts at Aintree Group.

Our Superannuation Services are overseen by our Superannuation Administrator Anne Burridge. Anne is a Chartered Accountant who specialises in SMSFs.

Here are some of the ways Aintree Group can help you with your future…

Establishing a New Superannuation Fund

We will take care of:

  • Trust Deed; and
  • Tax File Number and Australian Business Number Application; and
  • Minutes, Membership Application forms and Member Advice Notices; and
  • Notification of Beneficiaries Form; and
  • Trustee Declaration and Consent to Act Forms; and
  • GST registration (if applicable).

Ongoing Administration Support

We’ll look after:

  • Establishing and maintaining member records, accounting records, and trustee minutes; and
  • Monitoring compliance with investment strategy; and
  • Preparing annual financial statements and member statements; and
  • Lodgement of annual tax return; and
  • Preparing and lodging business activity statements and instalment activity statements; and
  • Providing advice on compliance with the Trust Deed, and the SIS Act and Regulations; and
  • Organising an independent audit of the Fund and actuarial certificate (if applicable).

Pension Support

We can assist you with:

  • Pension set-up documents; and
  • Member pension request; and
  • Pension acceptance; and
  • PAYG Registration; and
  • Pension minutes; and
  • Pension start calculations; and
  • Annual pension minimum and maximum (where applicable) calculations; and
  • Provision of annual PAYG payment summary.

We use local Superannuation Auditors, ASF Audits to help us with compliance. Find out more about them here.