Online Service

The Cavendish Online 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
  • An interactive member dashboard with up-to-date investment information, investment strategy details, contribution and pension cap monitoring and access to all fund documents
  • The choice to receive notifications via the online dashboard, email, or post for tasks to be completed
  • Automatic alerts by email, SMS or mail for significant fund events such as contribution caps, pension limits and tax payments
  • The ability to request services via the online dashboard, such as starting a pension
  • The ability to receive and respond to requests and electronically sign documents online.

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.

Refer to the Online Service Data Feeds document for a detailed list of approved Wraps / Platforms, Bank Accounts and Stock Brokers.

In addition to the above features the new Service incorporates the following compliance administration and accounting role for accumulation and pension accounts:
  • Existing Self Managed Fund takeover
  • Daily-weighted member income allocation
  • Annual Trustee Financial Statements
  • Annual Member Benefit Statement
  • Income and Regulatory Return Preparation and Lodgement
  • Independent Audit
  • Business Activity Statement
  • Instalment Activity Statement
  • Benefit Payment Documentation
  • Pension Actuarial Certification
  • Superannuation Pension Recipient Documentation
  • Pension Rebate and Deduction Calculation
  • Australian Taxation Office Pay as You Go Registration
  • Preparation of Pay as You Go Reconciliation and Group Certificate

The Cavendish administration service is comprehensive, leaving the Trustee and specialist adviser to concentrate on the investment strategy with a view to maximising tax effective Fund returns. Click here for in-depth information on the processes involved in providing these services.


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