CloudForce’s services are completely tailored to your needs. We address some of the biggest issues Accountants and SMSF Administrators currently face. Our outsourced services help you to keep costs down whilst maintaining a high level of quality.
CloudForce understands what an SMSF is and why there are over 500,000 of them in existence. Partnering with us will resolve any inexperience you may have in relation to why an SMSF works, so that you can provide the best solution to your client.
With new Licencing of Accountants after 1 July 2016, we can also ensure that your SMSFs are compliant.
Our Partnership with our Brisbane based Independent SMSF Auditor means that all of your SMSF requirements can be completed by outsourcing to CloudForce.
Simply choose which services you want to use.
OUR SIMPLE PROCESS
SMSF TAX and accounting SERVICES INCLUDE:
- Year End Accounts and Tax Return
- Choice of who lodges the Tax Return
- Access to SMSF specialist knowledge
- Review of all compliance matters by SMSF Specialist Advisor (including Pension strategies and Lump Sum payment, Recontribution strategies and In-specie contributions)
- Resolution of legislative breaches in conjunction with ATO requirements
- Up to Twenty Investments included (see below for details)
SMSF AUDITiNG SERVICES INCLUDE
- Independent Audit by an approved Brisbane based SMSF Auditor
- Quick turnaround (usually 14 days)
- Tailored solutions for your business
TWENTY INVESTMENTS
SEE WHAT IS INCLUDED
We classify investments as follows:
| Bank account | 1 asset |
| Listed Security (Shares) | 1 asset |
| Term Deposit | 1 asset |
| Life Insurance | 1 asset |
| Property | 2 assets for the first one and 1 thereafter |
| Units in a listed Trust / Managed Fund | 1 asset |
| Units in an unlisted Trust / Managed Fund | 2 assets |
| Wrap Accounts ` | 3 assets |
The above quoted fee categories may vary from time to time where extraordinary circumstances exist. CloudForce reserves the right to charge a fee for services outside of the above-mentioned fee categories if deemed appropriate. Please refer to our Terms and Conditions.
Our standard fees are based on the above. Complex Super Funds and Pension Administration and Structuring is subject to review and negotiation, depending on circumstance.