SMSF ADMINISTRATION

Trident Financial Group offers a comprehensive Self-Managed Superannuation Fund (SMSF) administration solution. Our experienced team help advisers and trustees with the administrative burden of managing your SMSF, giving you more time to focus on managing the investments of the fund.

Our SMSF solutions are tailored to meet the specific requirements of each SMSF. Designed to make managing SMSF easy for advisers and trustees, our SMSF experts manage the administrative obligations of the fund and ensure that it remains compliant with relevant laws and regulations.

You will have direct access to your dedicated client manager to help you manage your obligations, day-to-day compliance and administration.

Our services include:

  • Establishing an SMSF for individual and corporate trustees
  • Facilitating rollovers to/from external superannuation funds
  • Compliance and administrative needs for an SMSF
  • SMSF year-end compliance
  • Pension administration
  • SMSF wind up
SMSF Setup and Structuring

SMSF SET UP

Our simple and streamlined process takes the hassle out of setting up a new SMSF and ensure that the fund is compliant with the laws and regulations.

Bringing Money into Super

FULL-SERVICE SMSF ADMINISTRATION

Have peace of mind in knowing that all your administration and compliance obligations are being looked after by experts, giving you time to focus on managing the investment of the SMSF.

Maximising Opportunities Within The Fund

YEAR END COMPLIANCE

For those who prefer to manage the day-to-day administration of the SMSF themselves, we can assist you with managing your year end audit and tax obligations.