We help Australians establish and administer their Self-Managed Super Funds, coordinate annual compliance requirements and navigate the administrative complexities that come with running an SMSF.
We also provide specialist mortgage broking services for SMSF property lending, home loans, investment lending and refinancing.
Specialist SMSF administration designed to make the process easier for trustees.
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We also provide specialist mortgage broking services for SMSF property lending, home loans, investment lending and refinancing.
READ MORE →
Buying or refinancing your home? We can compare suitable lending options and manage the application through to settlement.
READ MORE →SMSF administration is a specialised area.
Our business is built around helping SMSF trustees manage the considerable paperwork, coordination and annual compliance requirements involved with their fund.
We currently administer more than 120 Self-Managed Super Funds and continue to grow our SMSF administration practice.
Questions about an SMSF don't only occur once a year.
Our clients have access to our team throughout the year when administrative questions or transactions arise.
We believe clients should understand what their SMSF administration is going to cost.
Our standard ongoing SMSF administration service is $199 per month.
SMSFs often involve accountants, auditors, lenders, solicitors, property professionals and other specialists.
Where appropriate, we help coordinate the administrative process so trustees aren't left trying to work out what needs to happen next.
Because Wealth Sciences also specialises in mortgage broking and SMSF lending, we understand many of the practical issues that can arise when an SMSF purchases property using borrowings.
Keep your SMSF administration organised with a dedicated point of contact for your fund's ongoing administration, annual accounts, tax return and audit.
Maintaining your fund's accounting records and processing transactions using the information and documents provided.
Preparation of your SMSF's annual financial statements and member balances.
Preparation and lodgement through an independent registered tax agent.
Arranging your fund's annual audit with an independent SMSF auditor and coordinating routine audit queries.
Recording member contributions and pension payments as part of your fund's annual accounts.
Helping you identify and provide the records needed to complete your fund's accounts, tax return and audit.
Assistance with routine correspondence relating to your fund and its corporate trustee.
A dedicated contact for questions about your SMSF's records, documents and administration.
The monthly fee excludes fund establishment, trust deed updates, pension establishment or restructuring, fund wind-ups, insurance claim and benefit-payment work—including TPD payout calculations—and rectification of historical or compliance issues. Additional work is quoted separately before proceeding.
Government charges, including the ATO supervisory levy and ASIC fees, and other third-party costs outside the included annual accounting, tax and audit services are payable separately.
We provide SMSF administration services and factual information. We do not provide personal financial advice. Tax services are provided by an independent registered tax agent, and audits are performed by an independent SMSF auditor.
You don't need to establish a new fund simply because you want to change administrators.
If you already have an SMSF and are considering moving your administration to Wealth Sciences, we can explain the information required and coordinate the transition from your existing accountant or administrator.
Tell us where you are in your SMSF journey and what assistance you need.
We provide a clear list of the information and documents required to progress your administration.
Our team manages the administrative work and coordinates with relevant accountants, auditors, lenders and other professionals where required.
Once the annual work is completed, we're still here.
Our SMSF clients can contact us throughout the year when administrative questions or new transactions arise.
Purchasing property through an SMSF can involve substantially more documentation and coordination than purchasing property personally.
If borrowing is involved, the timing and structure can be particularly important.
Wealth Sciences can assist with the administration and lending components of an SMSF property transaction, including coordination of:
Wealth Sciences was established to provide clients with a more accessible and responsive approach to SMSF administration and mortgage broking.
Chaitanya is the founder of Wealth Sciences and holds a Master's degree in Accounting from Queensland University of Technology.
His experience spans SMSF administration, accounting and mortgage broking, giving him an understanding of both the administrative requirements of an SMSF and the lending considerations that frequently arise when trustees invest in property.
Wealth Sciences has grown into a specialist SMSF administration practice supporting more than 120 SMSFs.
We don't believe SMSF trustees should feel as though they are simply another file being processed once a year.
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Whether you're establishing an SMSF, looking for a new SMSF administrator, purchasing property through your fund or simply looking for a better home loan, we'd be happy to speak with you.
Email is the best way to reach our team for general enquiries.
sam@wealthsciences.com.au