Services

Services Overview 

  • Transference of liability to an established, accredited SMSF specialist
  • Confidence that all stringent SMSF client legislative requirements are met
  • Assurance that any challenges will actively be addressed, and resolved with a pragmatic approach
  • The certainty of a straight-forward and efficient audit process, with complete transparency via cloud-based software
  • Direct access to highly experienced staff and a dedicated Audit Partner who boasts excellent technical expertise

There are many factors which you should consider when making the decision to setup a Self-Managed Super Fund (SMSF) which our specialist advisers will be able to discuss with you.

SMSF Setup 

There are many factors which you should consider when making the decision to setup a Self-Managed Super Fund (SMSF) which our specialist advisers will be able to discuss with you.

  • If you decide that a DIY fund is right for you, on application we will provide you with the following:
    • Trust Deed 
    • Sole Purpose Trustee Company (if required)
    • Australian Business Number application
    • Tax File Number application
    • Trustee minutes
    • Member applications
    • Beneficiary nomination forms
    • Document your Investment Strategy
    • Bank account set-up
    • Rollover instructions

To setup your SMSF and appoint Alliance Asset Partners as your administrator, complete our application form, which can be found within the Resources page.


For further assistance in completing the application form or to arrange a meeting, contact us today

SMSF Administration and Accounting 

Running a SMSF isn’t easy. It takes time and effort to manage just the basics, such as keeping track of your portfolio, paperwork and ongoing compliance requirements. Added to this is the serious consequences of getting things wrong, finding a specialist SMSF advisor and administrator to assist you with your compliance and reporting obligations has never been so important.



At Alliance Asset Partners we can look after all your administration and accounting  requirements so you can worry about the things that are important. Or for the trustees that would like to be ‘hands on’ we can simply lodge your fund’s income tax return. Flexible SMSF options is what we do.

Year-End SMSF Solutions

In recent years, self-managed superannuation funds (SMSFs) have become increasingly popular as they give you the opportunity to manage your own fund. As long as you are prepared to commit the time and accept the compliance responsibility, you are able to make the decisions about your retirement savings. One factor all SMSFs have in common is that they require careful management to ensure they remain compliant with the myriad of regulatory and legislative requirements. Most important is the need to regularly review your fund's investment strategy so you remain on track to achieving your retirement aspirations.



Whether you have an existing SMSF or are considering setting one up, we offer specialised support services which can be tailored to suit your needs. Our services are designed around your technical and practical needs.

  • You choose which service is right for you - it’s up to you.
    • End-of-financial year account preparation
    • Annual ASIC compliance
    • Preparation and lodgement of Tax Return by qualified tax agent.
    • Facilitating Audit by independent auditor

Providing full annual report package including financial statements, member statements, tax return and audit report.

Our administration services include:

  • Annual fixed fee SMSF administration
  • Preparation of Financial Statements
  • Preparation and lodgement of Annual Tax Return
  • Preparation of annual trustee minutes
  • Preparation of Member statements and preservation components
  • Facilitate and liaise with external independent auditors
  • Daily online access to your funds investment register and financial report
  • Daily online comparison of your funds actual asset allocation vs your investment strategy
  • Maintain investment cost base history and current/future capital gains tax reporting
  • Super splitting in the event of relationship breakdown
  • Member benefit payments upon meeting condition of release such as retirement, death, permanent disablement, temporary disablement & financial hardship
  • Technical consultation in general.
  • Breach rectification strategies including liaison with ATO
  • Trust Deed review and upgrade services
  • Prepare and preserve all corporate binders and permanent documents of SMSF
  • Setting up Bare Trust Deed to facilitate borrowings through SMSF
  • Property valuation service
  • Organising tax depreciation schedule
  • Trust deed reviews and update if required

SMSF Advice support

Setting up and running a SMSF is just the beginning. Unlocking its true potential via a specialist SMSF adviser is the next step in your retirement plan.



At Alliance Asset Partners our aim is to educate and support you through your fund’s entire life cycle so the benefits of running your SMSF are maximized. Whether via strategic SMSF strategies or supporting you though an ATO audit, we are here to help. We organise meetings with advisers focused into SMSF, so you can understand how can make most out of your SMSF to achieve your retirement goal.

  • Our support for advice and consulting services include:
    • Telephone support
    • Strategic tax planning 
    • Cost benefit analysis of commencing and transition to retirement income stream or account-based pension.
    • Limited Recourse Borrowing Arrangement (LRBA) review setup and consultation
    • Re-contribution strategies
    • Technical consultation and advice
    • Contravention rectification strategies
    • Trust deed reviews and update if required
    • Trustee education.

Education 

Sharing our knowledge and bringing our expertise into the hands of SMSF trustees, advisers and accountants.


Education from Australia’s leading SMSF experts.


We offer essential SMSF education reflective of the very latest legislation. 

Our one on one model educates you with the latest SMSF rules and strategies. 


The term self-managed superannuation fund – otherwise known as an SMSF – basically refers to do-it-yourself super. Having an SMSF means simply having control of how your super is being invested, and it has become a popular method of saving for retirement.



If you choose to go down this path, it's essential that you are aware of the administrative and compliance requirements of SMSFs.

Organising SMSF Audit

Every Self-Managed Super Fund is required by the Australian Taxation Office and the law to undertake an audit by a qualified, independent SMSF auditor every year.

At Alliance Asset Partners we have ASIC registered SMSF auditors on hand to meet this requirement by providing leading SMSF audits to accountants and financial planners as well as trustees administering their own super funds.

Contact us today for a free no obligation quote.