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SMSF 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, PAYG payment summaries and tax returns.

Evolution Super can handle numerous investment platforms, such as Wraps, MDA's and Praemium accounts, and with the use of Class software we provide a low cost SMSF administration service.

Accountant and Financial Adviser Services

Evolution Super recognises the value of strong relationships. With this in mind, we have developed an administration tool that integrates seamlessly into existing infrastructures without additional administration burden for you or the client.

Committed to a flexible approach, we provide both a white label and Evolution Super branded service that allows the accountant and/or financial adviser to determine and retain the level of brand control that best suited to their needs, at a wholesale price.

A service that is secure as it is flexible, Evolution Super works closely with existing professional advisers to provide integrated, tailored support.

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

  • Scale 1 Up to 10 Investments $1,620 pa
  • Scale 2 11 and 20 Investments $2,220 pa
  • Scale 3 Over 21 Investments $2,820 pa


In order to provide independence, Evolution Super uses a local accounting firm to provide audit services, although the use of your own accountant to provide this service is no problem.

  • Audit and Tax Services - $480 pa

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 contribution and pension reporting
  • Tax liability calculations including Capital Gains Tax tracking
  • Preparation and lodgement of Business Activity Statements or Instalment Activity Statements
  • Preparation of Rollover Benefit Statements and the calculation of tax to be withheld
  • Preparation of Transition to Retirement Income Stream and Account Based Pension Reports
  • Organise and facilitate the actuary in calculating existing Complying Lifetime/Fixed Term Pensions
  • Preparation of payment summaries for applicable pensions
  • Organise and facilitate the audit
  • Communication between trustees, directors, Australian Taxation Office and any other party and the Evolution Super accountant regarding compliance, ATO issues, meetings, etc
  • As a registered tax agent we can lodge the SMSF tax return