Annual SMSF Administration

The Cavendish Annual service offers a range of intelligent and intuitive features to help you and your adviser make the best possible decisions for you and your SMSF including:

  • End-to-end SMSF compliance administration including tax return lodgement and appointment of an independent auditor
  • Access to a team of Australian-based Client Managers
  • Access to technical support through the technical helpline and regular trustee and adviser seminars in major capital cities
  • A quick snapshot of your clients SMSFs, including investment summary and investment strategy details as at the last reconciliation date through your online dashboard
  • Receive automatic alerts by email, SMS or mail for significant fund events such as reminders to make tax payments
  • Store and access fund documents electronically.

For more information read our terms and conditions and member or adviser ‘How it works’ guides.

To setup an SMSF and appoint Cavendish as your administrator click here.

 


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