Wealth Management Platforms

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We offer a full suite of Wealth Management services including everything from Portfolio Administration and 24-hour Online Access, to SMSF Auditing, Accounting and Taxation Reporting Services.

Complete Superannuation Solution (CSS)

Administration, Accounting, Auditing and Tax Reporting for your Self-Managed Super Fund

DJ Carmichael can offer a comprehensive service to clients, including Portfolio Administration, Accounting, Auditing and Taxation Reporting for your Self-Managed Super Fund.

If you are questioning the value offered by your current SMSF administrator or tax accountant in terms of cost or service standards, now is the ideal time to make the move to a better way to manage your SMSF. Or, if you are looking to establish an SMSF, the DJ Carmichael Complete Superannuation Solution (CSS) offers a cost-effective service to administer your fund.

An SMSF transfer to our CSS involves a transfer of the ongoing administration of your SMSF from your current provider. It involves no change in beneficial ownership of assets, buying or selling assets, or changing the structure of your fund.

The benefits to you of moving to DJ Carmichael and CSS include:

  • Lower annual audit and administration fees in most cases. The service includes the annual costs associated with the annual tax return and audit provided by an approved auditor;

  • Your CSS Tax Agent automatically registers Funds for GST. Most SMSFs can obtain up to 75% of their GST expenses back as a refund – in some instances, this is sufficient to pay for entire ongoing annual administration costs of the Fund;

  • Streamlined service with access to your Fund information, such as current contributions, pension payments and a host of other details;

  • A professional administration service that provides fund administration, member reporting, annual fund statements, lodgement of tax returns and annual audit;

  • 24/7 internet access to monitor your SMSF investments;

Features

  1. Competitive pricing structure

  2. Full SMSF administration

  3. Comprehensive SMSF establishment tools

  4. Easy migration of existing SMSFs

  5. Portfolio performance reporting tools

  6. Comprehensive suite of SMSF compliance tools

  7. A complete range of reporting tools

  8. Online availability of your SMSF documentation

  9. Ability to upload outstanding documents

  10. Integrated generation and lodgement of tax returns to the ATO

  11. Integrated generation and lodgement of BAS for GST refunds, where applicable

  12. Real time SMSF contributions, pensions & withdrawals data

  13. Online access

  14. Recording and appropriate treatment of unlisted assets (such as property, artwork, collectibles)

If you would like more information on the benefits of moving your ongoing SMSF administration to the CSS, please call on 08 9263 5200, or email us at css@djcarmichael.com.au.
 

Nick Casale
Portfolio Administration Manager
Wealth Management

Tel: (08) 9263 5215
Email: 
ncasale@djcarmichael.com.au
 


This information is general advice only, which has been prepared without taking account of your objectives, financial situation or needs; and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.