SMSF360

As highly regarded specialists in Self-Managed Superannuation Funds (SMSF), owners Aaron Dunn and Stephen Blake, with the support of the experienced team at SMSF360, delivers services to trustees and their advisers around the entire life cycle of their super journey. Aaron and Stephen are both Fellows of the SMSF Association, a membership status that recognises Specialist Members for their significant commitment and contribution to both the Association and the SMSF sector As a specialist SMSF business, SMSF360 focuses on the delivering not only fund administration but also the Technical Support to assist trustees and their advisers maximise the opportunities from running a SMSF. As part of our bespoke end to end service we also assist the advisers and their clients with the formation and registrations for the SMSF structure including those seeking to utilise an LRBA As an experienced SMSF business with industry recognised technical and business competencies we work closely with trustees and advisers to assist in implementing many highly technical strategies to deliver effective outcomes for now and future generations. Our experience also extends into the compliance and administration of the complicated area of UK transfers and ROPS, through a close trusted network of specialists in this area we also help advisers and trustees to facilitate the transfers over to the qualifying SMSF Whether you are a trustee or an adviser, our role at SMSF360 is to Support You, Every Step Of The Way… and we do this by taking a 360 degree lifecycle approach to meeting your Fund’s ongoing requirements. • Establishment and Windup of a SMSF • Ongoing Bespoke Fund Administration and Reporting • Annual and Periodic Compliance with ASIC and ATO • Deed Updates • SMSF Documentation • QROPS Transfers and Administration • SMSF Pensions • SMSF Borrowing - LRBA • Specialist Technical Advice & Support • Secure Online Portals for Reporting and Document Management