Upon application to establish a new Self Managed Superannuation Fund, Cavendish will provide and/or process:

• Trust Deed
• Tax File Number Application
• Australian Business Number Application
• Notice of Election to Become a Regulated Fund
• Minutes, Membership Application Forms and Member Advice Notices
• Notification of Beneficiaries Form
• Fund Bank Account/Cash Management Trust (CMT) Application
• Rollover Documentation
• Self Managed Superannuation Fund Portfolio

After the establishment process is complete, the Cavendish administration and compliance service includes:

• 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
• Surcharge 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
• Reasonable Benefit Limit Lodgement
• 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.