SMSF accounting and administration

Pictured: Mary Elizabeth Gaskill - Client since 2006

A complete SMSF service

At Dixon Advisory, we’re a market leader in self managed super fund (SMSF) accounting, administration and advice. Our account managers and advisors are carefully chosen to provide the highest level of service, our systems are cutting edge and our Technical Services team is one of the best.

We provide a comprehensive service, assisting in all aspects of the fund’s administration including all the paperwork, reporting and support in complying with super and tax laws.

You’ll have your own degree-qualified Superannuation Account Manager, a super specialist, and an expert Investment Advisor. You’ll have direct contact with your account manager and advisor whenever you need it.

As a Dixon Advisory client, you will benefit from the following key features of our service:

• a capped fee structure which incorporates the administration of pensions and the annual financial statements, tax returns and the audit of the fund
• current listings of your SMSF’s investments, with market prices updated each night, accessible online
• annual tax returns completed by 31 October (where information is supplied within a reasonable time to meet that deadline)
• the fund’s audit as part of the package provided by auditor Peter McPhillips
• investment strategies developed by the Dixon Advisory Investment Committee headed by Daryl Dixon and Max Walsh who have 40 years’ investment experience
• unique investment opportunities
• support from Dixon Advisory’s Technical Services team. 

At Dixon Advisory, we have many related services under one roof, so you’ll also have access to financial, insurance, estate planning and property investment advice.

Make an appointment to talk to an SMSF expert about how we support the administration or your fund by calling 1300 852 017 or filling in the online contact form. 

How we help administer your SMSF

As SMSF trustee, you’ll need to authorise payments and transfers of money and approve the year-end financial statements and tax returns. You’ll also make decisions in relation to investments and structuring.

We’ll support you in the administration of your fund by:

• receiving and dealing with paperwork throughout the year in relation to investments your SMSF holds
• corresponding with share registries in relation to your SMSF’s listed investments
• corresponding with the Australian Taxation Office on various issues
• taking care of paperwork and calculations in relation to the commencement and maintenance of pensions
• preparing trustees’ minutes in relation to certain events
• preparing year-end financial statements for your SMSF
• preparing and lodging the fund’s annual income tax and regulatory return
• preparing an annual actuarial certificate
• conducting the annual independent audit of your SMSF.

Our SMSF service also assists trustees to:

• contribute money into the fund, including assistance with rollovers and other contributions
• receive benefits from the fund, including assistance with establishing pensions or making lump sum withdrawals
• deal with investments within the fund, and provide access to products when applicable
• deal with major events such as the death or removal of a member and/or trustee.