Safeguard Your Financial Future | Prime Financial SMSF

Self Managed Super Funds

We’ll help you establish and manage your SMSF

Our tailored solution is your one-stop shop for all SMSF establishment, administration, compliance, and strategic advice.

Our experts take care of all the admin work involved in setting up and administering your SMSF, from applying for an ABN and preparing your trust deed to preparing compliance documents and handling reporting obligations.

If you’re establishing a corporate trustee structure, we’ll also facilitate the preparation of a company constitution and prepare all compliance documents, including resolutions.

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SMSF Establishment

Our experts make establishing your SMSF easy, from applying for an ABN and preparing your trust deed to providing you with all necessary document to ensure your SMSF establishment is complying.

Complete end-to-end setup of the SMSF, including all minutes, resolutions and statutory documentation required to establish a fund
Provision of strategic advice in relation to any rollovers to your new SMSF
For corporate trustee establishment, we also help prepare the company constitution and prepare all necessary compliance documents in relation to the special purpose trustee company incorporation.

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SMSF Advice

With Prime, you don’t need to stress about whether you’ve got the paperwork right or setting up the best structure ongoing. From the start, you get end-to-end support in all areas of SMSF advice from a team of accredited specialists, including structuring your fund, optimising contribution strategies, estate planning and recommendations on the latest taxation strategies available to SMSF members.

So you can focus on what you do best, your team is always at hand to answer day-to-day questions about how to run your SMSF, and gauge the impact and potential risks of changes in legislation.

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SMSF Administration and Compliance

SMSF administration is time consuming and can be a burden so outsource the admin work to us. Our comprehensive service takes care of the following for you:

An initial compliance review to ensure all areas of the fund is up to date with all current legislation
We monitor all contributions, pensions, and reconcile your fund daily to give you full online reporting
We handle all year-end reporting obligations, preparation of the annual return, and financial statements including BAS, IAS, PAYG and Centrelink summaries, as required
We facilitate registration with QROPS status and attend to ongoing requirements with HMRC
We appoint and liaise with independent external auditors to facilitate your annual audit
We attend to event-based reporting requirements with the ATO
We make running your SMSF easy via the establishment of data feeds and chasing documentation where possible direct from the source
We’ll handle all aspects of SMSF compliance, including the preparation of minutes required throughout the year and safekeeping of all records
We establish and manage the commutation of new income streams and pensions

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End-to-end SMSF support for Trustees, Advisors and Accountants

Whether you’re a Trustee, Advisor or Accountant, we make running your SMSF easy. Our comprehensive service takes care of the following for you so you can forget about the paperwork:

We specialise in providing Accountants with complete white-label solutions to meet your specific practice needs
We monitor all contributions, pensions, and reconcile your fund daily
We ensure you satisfy annual compliance requirements including the preparation of various ad hoc minutes
We answer day-to-day questions about how to run your SMSF
We handle all year-end reporting obligations, preparation of the annual return, and financial statements
We appoint and liaise with independent external auditors to facilitate your annual audit
We provide strategic, SMSF Accredited Specialist advice whenever you need it

Your SMSF partner, all the way

Prime is your SMSF Accredited Specialist partner. We’re here to guide you over any obstacle you bump into on your SMSF journey, with a transparent, fixed fee structure that keeps you always in control of your administration costs.

Get unparalleled support and 24/7 access to your SMSF information through our easy-to-use online reporting portal, accessible via mobile, tablet or PC.

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DOCUMENTS

SMSF info

Client Engagement Forms

What our clients say

“First class advice and service leading to real business advisory support and growth.”

Ben Hughes, EconomX

“We’ve been with Prime now for nearly 10 years and they have always strived to understand our business needs and have contributed enormously to our growth from start-up tech to product commercialisation.”

Robert Kerr, Enopte Solutions

“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”

Ian, VIC

“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”

Amy, QLD

“The team at Prime Financial provide an excellent full service offering to my organisation. Communication between teams is excellent and they genuinely put the best interests of their clients first.”

Alan King, VIC

“I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.”

Bob & Denise, NSW

“We are busy running our business, which takes up most of our time! To have someone we know and trust in charge of our money is so comforting. I enjoy the quick and clear communications I have with my adviser and I trust his suggestions for our investments.”

Jack and Pauline, VIC

“Prime is a lot more that an accountant to us. They are well equipped with the knowledge to help solve any problem businesses come across.”

Gavin Lowe, UDL Group

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, QLD

“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”

Kathryn, WA

“In all the years l have had to do the R&D rebate and other grants, l have never been better looked after than here at Prime. The staff are super friendly, trustworthy and keen to get me the best result that they can. I would recommend Prime to anyone who wants to use this service. You have a client for life.”

Vern Brickman, Adverto

“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”

Ian & Cherie, VIC

“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”

Lannette, QLD

“Opening my own business was a relatively daunting task. Prime and their extremely professional approach were essential in ensuring that it was executed properly. I would recommend Prime to anyone looking for leading advice with great customer service.”

James Reti, Reti Consulting

“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”

Christopher, ACT