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Recommendation for S-E Qld SMSF administrator?

Discussion in 'Superannuation, SMSF & Personal Insurance' started by John Mc, 24th Jun, 2012.

  1. John Mc

    John Mc New Member

    Joined:
    24th Jun, 2012
    Posts:
    1
    Location:
    Sunshine Coast
    This is my first post. I am on the Sunshine Coast.

    Long story short - my wife and I have used the services of a small accounting firm in Brisbane for years. A few years ago I started a pension in our SMSF; my wife's account is still in accumulation phase. We elected to have entirely segregated accounts because of differing risk profiles, investment goals and for tax reasons. Put simply, our accountant has made a real mess of the auditing and tax returns. Clearly, it is beyond him.

    I'd appreciate recommendations for either an accountant experienced in SMSF administration in this region, or even one of the online administrators [if experiences have been positive]. I'm in a bit of a tight bind, time wise, so all replies gratefully acknowledged.
     
  2. Joseph H

    Joseph H SMSF ***** Specialist

    Joined:
    26th Jun, 2012
    Posts:
    1
    Location:
    Gold Coast, QLD
    SMSF Admin - Segregated Level

    Hi John,

    I'm Joseph (Joe) an experienced SMSF Adminsitrator based in the Gold Coast, I would be able to help with your situation as I have done a few "member level" fund administration over the years.

    Before we go any further I would just like to check to see if it is fully segregated i.e:

    Each member has their own bank account in the fund
    Each member has their own investments
    There is no joint bank account in the fund
    Your wife is in accumilation mode only
    You are in Pension mode only, with no accumilation account or in Transition to Retirement arrangements

    As to my arrangement with interstate clients, I either receive source documents either by email or photocopied in mail. I can come up to your location on weekends if you wish. My fees are based on the number of investments in the fund as opposed to charging hourly rate. I am a registered tax agent and will be lodging the returns with the audit being outsourced to maintain independance as per ATO and Accounting Bodies requirements.

    If you think I may be able to serve your needs please email me at joseph@cleanbooksolutions.com.au and I will endeavour to respond as soon as possible.


    Kind regards
    Joseph

    P.S this is just a very small operation that I do on the side so you are not just another client and it will be a personalised service.



     
  3. Superman

    Superman Well-Known Member

    Joined:
    6th Nov, 2007
    Posts:
    343
    Location:
    Gold Coast, QLD
    Hi John,

    I can also assist if you like. I run a sizeable specialist SMSF admin business with offices in Brisbane and the Gold Coast.

    I can provide references - including some Sunny Coast small business operators who have used our company for many years.

    We also look after SMSFs for other accountants, and can work (or refer you to) a local contact point who can look after other personal or business matters if necessary.

    Any questions please let me know.

    Kris :)