Self-Managed
Super Funds
Safeguard your financial future by taking control of it.
Self Managed Super Funds (SMSF)
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.
SMSF Establishment
Our experts take care of all the work involved in setting up and administering your SMSF - from applying for an ABN and preparing your trust deed to preparing compliance documents, company constitution, resolutions and handling reporting obligations.
SMSF Advice
With Prime, you don’t need to stress about whether you’ve got the paperwork right or have set up the best ongoing structure. From the start, you will receive end-to-end support in all areas of SMSF advice from a team of accredited specialists. This includes structuring your fund, optimising contribution strategies, estate planning, and recommendations on the latest taxation strategies available to SMSF members.
SMSF Administration and Compliance
SMSF administration is time consuming and can be a burden. Outsource the admin work to us and ensure compliance across your SMSF.
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 your needs so you can forget about the paperwork:
Prime specialises in providing Accountants with complete white-label solutions to meet your specific practice needs, monitoring all contributions, pensions, and reconciliation of your fund daily.
We handle all year-end reporting obligations, preparation of the annual return, and financial statements. Then we appoint independent external auditors to facilitate your annual audit.
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 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.
A unique and personal service approach to support all your business advisory and personal wealth management needs.
