Intuitive Super works with you from setup to windup, offering a full range of tailored SMSF advice and administration services. Our goal is to help simplify SMSF trusteeship and ensure that your SMSF is working to achieve your retirement goals every day.

Fund Initial Setup/Windup

Setting up or winding up a SMSF can be complicated and time consuming. It is important to ensure that the superfund is set up or wound up in a manner which achieves the goals you have for your superfund. Intuitive Super has the experience to simplify these processes for you.

  • New Fund Set-Up (Trust Deed, etc.)
  • Corporate Trustee Establishment
  • Trust Deed Amendment (if required)
  • ABN & TFN Application
  • Removal & Appointment of Trustees
  • Non-Recourse Borrowing
  • Fund windup

Fund Member Transactions/Update

Situations change; sometimes amendments to an SMSF are required. From commencing a pension or withdrawing a lump sum, to rollovers and death nominations, Intuitive Super can quickly and easily make the adjustments required to make your superfund meet your lifestyle.

  • Binding and non-Binding death nominations
  • Member pension commencement documents
  • Member lump sum payment documents
  • Member rollover to complying superannuation fund
  • Pension commutation

Other Ongoing Services

An SMSF is not set and forget. We don’t just set-up and wind-up SMSFs, we maintain them for the life of the fund. From ongoing requirements such as BAS and year end compliance, to the unexpected such as death benefit processing, Intuitive Super provides ongoing services to ensure your SMSF is running at its best all year round.

  • Quarterly Business Activity Statement
  • Actuarial Certificate- Pensions
  • Assisting with matters of non-compliance- ATO Audit
  • Marriage breakdown & benefit splitting
  • Death benefit processing
  • Year-end compliance and tax
  • TRIS set-up
  • Account Based Pension set-up

Strategic Advice

Timely, personalised advice is the key to a SMSF achieving your retirement goals. From strategic and investment advice, to making pension and structure decisions, we recognise the important role good advice plays in the performance of a superfund. Intuitive Super is fully licenced to provide strategic and financial advice without the need to engage an external financial planner. Just the advice you need from the people who know your superfund best. 

Intuitive Super can provide advice including, but not limited to, the following:

  • Establishing an SMSF*
  • Trustee structure*
  • Contributions advice*
  • Pensions advice*
  • Winding up of fund*
  • SMSF vs Retail fund*
  • Investment Strategy Advice*
*These services are offered under license from Millennium 3 Financial Services Pty Ltd.

Want to know more about how we deliver our services? Watch our 90 second video.

Last Updated:16-03-2016 10:07