The Services

Evolution Super provides the following services:

• Processing of all bank accounts and investment transactions
• Filing of all Fund paperwork
• Maintenance of Fund and Member details
• Attending to all Fund correspondence
• Preparation of annual Special Purpose Financial Statements
• Preparation of annual Member Benefit Statements
• Preparation of Trustee Meeting Minutes
• Annual contributions reporting
• Tax liability calculations including Capital Gains Tax tracking
• Preparation and lodgement of Business Activity Statements or Instalment Activity Statements
• Preparation of ETP benefit payment summaries and the calculation of tax to be withheld
• Reasonable Benefit Limit reporting
• Preparation of Allocated, Term Allocated, Transition to Retirement Income Stream and Account Based Pension Reports calculating the payments, tax to be withheld, rebates and deductions required for each pension
• Organise and facilitate the actuary in calculating existing Complying Lifetime/Fixed Term and Commutable Lifetime/Fixed Term Pensions
• Preparation of payment summaries for all pensions
• Organise and facilitate the audit and tax agency
• Communication between trustees, directors, Australian Taxation Office and any other party and the Evolution Super accountant regarding compliance, ATO issues, meetings, etc

Services

Administration

Evolution Super has extensive experience in providing administration and compliance solutions and is proving to be unique in its industry in that it provides an overall SMSF administration solution to clients as well as having the benefit of working closely with your financial adviser or accountant to make sure we provide the best overall service.

We provide clients with an overall SMSF administration and compliance solution, which includes the preparation of complex statutory reports such as financial statements, business activity statements, reasonable benefit limits and contribution reporting.

Evolution Super can handle numerous investment platforms, such as Macquarie Wrap, BT Wrap and Praemium Accounts, and with the use of the BGL Simple Fund accounting software we provide a low cost SMSF administration service.

The Fees

The Administration Service

Evolution Super charge on a monthly basis that is simply determined by the number of investments held in the Fund. This fee is reviewed on an annual basis. The fee scale is as follows

Auditing

In order to provide independence, Evolution Super uses a local accounting firm to provide audit and tax agency services, although the use of your own accountant to provide this service is no problem. Audit Fees are also determined by the number of investments in the Fund.