LBW & Partners Self Managed Superannuation Fund (SMSF) Administration Service

LBW SMSF Advanced Administration Service

What the service does for your superannuation fund...

The ability to tax-effectively manage your super, is reliant on the professional advice of a superannuation specialist, and the added reassurance provided by instant access to your fund's up-to-date investment and performance data. LBW & Partners provide the advantage of both, balanced and impartial guidance only available to you from ethical professionals that are Chartered Accountants as well as Financial Planners, plus LBW's Self Managed Super administration service to empower you with your own real-time superannuation investment data.

If you do not already subscribe, take this opportunity to peek inside the LBW SMSF Advanced Administration Service to see for yourself the many practical benefits that a private window into your own superannuation investment portfolio can provide.

You can review a snapshot of your personal plan's assets allocation, detaining your target and actual portfolio structure plus your fund manager's progress in achieving any alterations you have specified. You can obtain the history of any individual investment asset by simply clicking on its name to reveal its transaction dates, purchase amount, sale and current value. You have instant access to comparisons between each asset's daily values and their previous months, plus a full statement of all fund transactions.

The LBW SMSF administration service incorporates a suite of practical reports that you can customise with various filter options copy and/or print. You can also filter data to narrow down the number of records displayed and past data into your own spread sheet for off-line manipulation too.

The 'Contributions Reports' enables you to see contributions for the current and last financial year and what additional contributions can be made before going over the concessional and non-concessional caps.

Pension Limit reports provide an effective way for retirees to monitor their pension drawings and ensure they work within any statutory minimum and maximum drawing limits.

Your LBW advanced administration service also features trustee educational information with up to date links to trustee information from the joint CPA and Chartered Accountants Australia & New Zealand trustee education program in addition to the ATO educational material.

You should consider the advantages of having an LBW superannuation expert investigate, review and provide you with a suitability appraisal of your current super fund arrangements. You will receive unbiased professional advice on whether you will benefit from staying within your current SMSF, your industry fund or a public offer super fund. Enabling you to review all your options and future aspirations in the knowledge you gain from an LBW appraisal.

Make contact via e-mail, phone (+61 2) 9411 4866 today or complete an on-line enquiry right now to secure an obligation-free consultation, so an LBW partner can review your superannuation needs and give you the superannuation, investment and capital gains tax advice that only Australian Chartered Accountants and CPAs are qualified to provide.

LBW & Partners is a top Sydney chartered accountancy, auditing, business consulting and financial planning firm providing corporate business strategy, personal accounting services and tax planning advice to professionals. LBW's CPA and chartered accounting services cover all aspects of your Australian business' taxation including capitol gains, payroll tax plus tax effective asset management and company audits. Unlike most Sydney accounting firms, LBW also extends personal tax minimisation, wealth creation and self managed super advice in addition to corporate and management accounting needs for business on Sydney's North Shore and across Australia.