Share

Is your SMSF staff costing you a fortune?

We now offer experienced SMSF staff for just $2,000 a month (excl GST).

 

Being in business for the past 13 years, we understand the need of our clients. We also beleive that an accounting firm is as good as its employees. Every firm's journey is different but no matter what your situation is, we have the right staff for you to outsource all your SMSF work to.

 

DONT OUTSOURCE YOUR WORK - JUST HAVE STAFF WHO WORK FROM OVERSEAS

 

In the past years we've had a few clients using our highly skilled staff, who are based in India, for managing the self managed super funds. These tasks vary between highly complex tasks to just basic accounting of a SMSF. As per their feedback, we have decided to make these SMSF specialists available for all our clients. 

Our extremely skilled staff will be on your clock and will send you a daily report of the tasks alotted to them.

You will be billed at the end of every month after an hourly time sheet is approved by you for the staff member you hire. They will be working for you for 2000 hours per year.

This will save you approximately 66% of labour cost and will be more efficient, sustainable and profitable for your firm because all the over head costs will be ours and you only pay for their services. 

We have the know-how, people, systems and facilities which will make your work easier and save you a lot of money. 

Outsourcing staff is not easy if you have not done it before, hence we would be happy to walk you through the process.

You will be able to use our staff for 3 business days as a free trial. Once you are reassured of the quality of the services, the billing cycle will begin. 

 
Some of the tasks which our specialised staff can perform: 
 
- Checking of opening balance from the last year signed financials.

- Uploading the Bank statement if data feed is not active.

- Generating authority form to activate data feed.

- Processing of all the transactions and raising the queries for the unmatched transactions.

- Doing the period update.

- Checking of all the items of trial balance with supporting documents e.g. closing bank balance with bank statement, market value of the    property with the property valuation report, Dividend income with dividend statement or income comparison report etc.

- Contribution(should be in limits), Rollover in/out with tax components in rollover statement

- Checking the conditions of release for lumpsum payment or for drawdown and minimum pension is withdrawn

- Previous year Tax payment or refund by ATO to be checked

- For member insurance - checking TPD own occupation is with death cover or not as accordingly 67% or 80% deductions can be           claimed

- Checking for accounting, Audit fee and other major expense invoices

- Supervisory levy should be recorded if we follow accrual system 

- Going through Investment Movement report for reconciling unrealise and realise gain on disposal.

- Checking ECPI by applying Actuarial percentage if Fund’s assets are in unsegregated method

- Verifying the balances in tax return and the capital loss or accounting loss in previous years

- Preparation and lodgement of BAS

- Preparation of financial reports along with package report

And much more...

 

Our staff is currently hired by Auditors to help them audit the SMSF. Since our staff members are not licensed auditors, they cannot sign the audit reports but can make your life much easier by completing the audit to approximately 96%. They will conduct all the checks and all you, as an auditor, will have to do is log on to our audit software - www.onlinesmsfaudit.com.au and check the reports before signing off.

 

Did we just give you a solution to saving more than half your time? Oops...

Our staff is educated and highly experienced in SMSF work. They will work exclusively for you for 250 days in a year and are trained on a regular basis. 

Call us on 02-96844199 or visit www.trustdeed.com.au/smsf-staffing.asp to know more! 


Download Contract on how we work 

 

 

 

 

 

 

 

SMSF Auditors - you are wanted

From 1st July 2021 you will not be able to audit if your firm has prepared accounts. Here is our solution, if you want to manage your funds and not give away audit revenue - watch below:
click here to unsubscribe from the mailing list
Share