Our Service

WHK Super provides an ongoing administration service which includes the following services:

• Set up and administration of new self managed superannuation fund (SMSF) in conjunction with a financial planner (either yours or ours);
• Receiving and actioning all mail for your fund;
• Preparation of monthly investments and transaction reports;
• Online access to monthly reports for both you and your financial planner (if you wish for them to have access);
• Preparation of annual financial accounts and member statements;
• Preparation of Your Fund at a Glance report, which provides a one page summary of your fund's performance for the year;
• Preparation of annual minutes and resolutions;
• Preparation and lodgement of Income Tax and Regulatory Returns;
• Preparation and lodgement of contribution reports to the Australian Taxation Office;
• Attendance to any other ATO reporting requirements as needed, such as Business Activity Statements or Instalment Activity Statements;
• Facilitate the annual independent audit of your fund that is required under the SIS Act;
• Maintain Investment Registers and Member Registers for your fund;
• Calculation and payment of benefits and pensions;
• Transition of your fund from accumulation phase to pension phase, and ongoing pension management including an annual pension review;
• Preparation of necessary paperwork for the payment of pensions, including minutes, actuarial certificate  and annual reporting to the ATO;
• Provision of technical superannuation advice (on a fee for time basis); and
• Subscription to our monthly electronic newsletter, WHK Super Insight, to keep you up to date with the latest changes and issues relevant to self managed super

We will work with your financial planner and your accountant to get the best results for you.