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Self Managed Super Fund Australia | Virtu Super Experts

If you are looking for Self Managed Super Fund Australia, Virtu Super provides expert SMSF setup, administration, and compliance services. Take control of your retirement with trusted professionals dedicated to your financial future.<br>Book Now - https://virtusuper.com.au/contact/

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Self Managed Super Fund Australia | Virtu Super Experts

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  1. HOME ABOUT CONTACT LOGIN OUR SERVICES We can cover o? on all of your SMSF compliance requirements, whether it’s the administration and tax services we provide in house or if it’s legal documentation that we arrange for you through our legal experts at discounted rates. SMSF Administration Pension Documentation $165* $330 from / month Includes all of your basic SMSF reporting requirements Details: Review of trust deed Preparation of member request letter Details: Trustee minutes Annual Financial Statements Minimum/maximum pension estimates for the Tax Return Lodgment year of commencement Investment Tracking & Performance Member Statements & Balances Pension Account Administration *Fees will vary based on investment structures and fund complexity, we can provide a quote based on your individual circumstances on request. Annual Audit Lump Sum Withdrawal Documentation $550* $110 average fee from We arrange the annual audit through a third-party auditor to meet the statutory requirements for your Self Managed Super Fund Details: Review of trust deed Preparation of member request letter Trustee minutes Details: Lodgment of PAYG Payment Summaries with the

  2. ATO (for members under 60 at date of *Audit fees determined by third-party auditor and withdrawal) therefore are subject to their discretion and will vary based on fund complexity and whether there are any compliance breaches. Compliance Advice Change of Trustee Documentation $550 Quote on request from We can give you advice and peace of mind about whether your SMSF's investments and operations are likely to cause any headaches with the regulators There are many reasons to effect a change in your SMSF's trustee, we can arrange all the necessary legal documentation and notify the regulators of the change to meet your requirements as a Trustee Details: Before you go ahead with those plans, ask us if it's something that your SMSF is allowed to do Trust Deed Update SMSF Establishment $660 $1,320 Regularly reviewing the Trust Deed of your SMSF is important to make sure that the Fund is complying with the Law and so that you can take advantage of everything the Law allows you to do. We source high quality Trust Deeds from a reputable Brisbane law firm, which don't have to be updated every year for every minor change in legislation Once you've decided that an SMSF is right for you, then we can help you get your SMSF journey underway by arranging all the documentation and registrations required to establish your new SMSF Details: Meet with one of our quali?ed sta? to help you understand your new roles as Trustee and Member of a Self-Managed Super Fund Corporate Trustee Establishment Limited Recourse Borrowing Arrangement (LRBA)

  3. $1,760 $1,705* from If you want to set up a new company to act as Trustee of your SMSF we can arrange all the necessary documentation and registrations with ASIC to make the process quick and easy Setting up a borrowing in a SMSF can be a real mess if the structure isn't set up correctly, fortunately we've facilitated many SMSF borrowings and can help make sure you get the documentation right and minimise the difficulties you might encounter dealing with the Bank's legal team. We can also arrange documentation for related-party LRBAs Details: *For bank lenders. From $2,915 for related party lenders Meet the Team We’re a team of accountants who love working with our clients and their advisers. We’ve got a wide range of quali?cations & experience to make sure that your Self-Managed Super Fund  is in the best of hands. Elizabeth Meiklejohn Rachel Green-Luther Stacey Keleher Partner Supervisor Administration Assistant

  4. Brad Ho?man Superannuation Technical Counsel Angela Perks Chaitra Ramesh Client Liaison O?cer Accountant QUICKLINKS STAY UP TO DATE ADDRESS Home 1454 Logan Road E-Mail Address Submit About Mount Gravatt QLD 4122 Contact LEGAL CONTACT Login Privacy Policy T (07) 3349 1452 Terms of Engagement E admin@virtusuper.com.au Copyright © 2025 Virtu Super Pty Ltd ACN 134 260 512. Liability limited by a scheme approved under Professional Standards Legislation. Every e?ort has been made to o?er the most current, correct and clearly expressed information possible within this site. Nonetheless, inadvertent errors can occur and applicable laws, rules and regulations may change. This website contains information that is general in nature. It does not take into account the objectives, ?nancial situation or needs of any particular person. You need to consider your ?nancial situation and needs before making any decisions based on this information.

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