Administration and strategy. The two core components of healthy superannuation management.
At Kennedy Cross we specialise in both.
Our focus is on empowering trustees with knowledge. We take the time to explain how your superfund works.
Our flexible approach allows you to make informed decisions about which SMSF services you would like us to provide.
We’re accessible. All SMSF administration services at Kennedy Cross are performed in-house. Which means the information you need is always available to you, when you need it.
Our in-house team of chartered accountants will prepare all the necessary documentation required, including:
The cost of a setup includes time with our superannuation specialists. It is important to us that you fully understand all the benefits and responsibilities of being an SMSF trustee.
That’s how we think superannuation end of year administration service should be. So, at Kennedy Cross, that’s how we deliver it.
We use specialised software to capture your SMSF information directly from your bank and investment providers – which reduces the time it takes you to gather this information. Our service includes:
Our team is incredibly proud of the systems we have in place, the quality of our files, and the seamless end of year administration service we’re able to provide our clients.
All self-managed super funds require an annual audit. Audits must be conducted by Registered SMSF Auditors accredited through the Australian Securities and Investment Commission.
We perform a number of SMSF audits for other accountants or trustees who prepare their own financial statements. One of our main goals, with everything we do, is making the client feel comfortable. When it comes to audit services, you can also proceed with confidence knowing that our accredited SMSF specialist auditors:
Our team of SMSF Specialist Auditors are here to discuss your compliance concerns year round, and can assist you to rectify potential issues prior to the audit.
We’re passionate about what we do. Enthusiastic about our industry. And committed to delivering the best client experience possible. That’s why at Kennedy Cross, we’re always on hand to answer your queries or provide you with strategic advice when your need it most.
Our team of experts can assist on matters that include, but are not limited to:
You have superannuation goals. We have superannuation solutions.
Get in touch today, and let’s starting mapping your financial future together.