SMSF Establishment and Compliance
Take control of your super, without the compliance headache.
MP Tax & Business Solutions establishes and manages the ongoing compliance of self managed super funds.
Establishment, administration and compliance support for self managed super funds, keeping your fund on the right side of ATO requirements.
Self-Managed Super Funds (SMSFs) offer unmatched flexibility, investment control, and tax-planning opportunities. However, navigating the strict rules set by the ATO and SIS Act requires dedicated expertise.
At MP Tax & Business Solutions, we handle the complete lifecycle of your SMSF. From establishing new funds to managing ongoing accounting, audit preparation, and regulatory reporting, we take care of the administrative heavy lifting so you can focus on your investment strategy with confidence.
What can MP Tax do to help you?
SMSF Establishment & ATO Registration: Setting up new funds with custom trust deeds, registering for an ABN and TFN, and establishing corporate trustee structures.
Annual Financials & Tax Return Preparation: Preparing complete annual financial statements, member statements, and lodging the SMSF Annual Return (SAR) with the ATO.
Audit Facilitation & Liaison: Managing the independent audit process from end-to-end, serving as the single point of contact to ensure your annual audit runs smoothly and efficiently.
Contribution & Pension Administration: Calculating contribution caps, setting up account-based pensions, calculating minimum annual drawdowns, and managing PAYG withholding obligations.
Transfer Balance Account Reporting (TBAR): Tracking event-based reporting requirements to ensure compliance with the Transfer Balance Cap when members enter the retirement phase.
Property & LRBA Support: Assisting with the accounting, tax setup, and compliance monitoring for property acquisitions held via Limited Recourse Borrowing Arrangements (LRBAs).
Fund Wind-Ups & Rollovers: Providing step-by-step technical guidance to properly close or transition funds via SuperStream compliance rules.