Horizon SMSF Solutions
Horizon SMSF Solutions Pty Ltd (Horizon) offers a complete accounting and administration service for Self Managed Superannuation Funds (SMSF). Through focusing on completing returns for funds managed via the Integrated Portfolio Solutions platform, Horizon is able to offer SMSF Trustees receive a comprehensive service in an extremely cost effective manner.
- Horizon offers a complete accounting and administration service for Self Managed Superannuation Funds;
- Horizon specialises in funds managed under the Integrated Portfolio Solutions platform, which allows the streamlining of data input to our accounting program; BGL Simple Fund. This enables our costs to be minimised and the savings passed on to you;
- Horizon’s principal administrator Colin Wood has more than 12 years experience in Self Managed Superannuation Fund administration. Our independent auditor has been auditing SMSF’s for over 10 years;
- Horizon offers a fixed fee known in advance, advance notice to advisors of proposed completion dates for annual returns and an annual review of fund documentation each year including a review of the fund’s member benefit nominations, pensions and currency of the investment strategy;
- Horizon provides a high quality presentation of annual documents ready for trustees to sign and the provision of a permanent file to store annual SMSF documentation; and
- An electronic copy of all annual documentation is forwarded to your advisor in PDF format at the time of completing each annual return for ease of future reference.
- Trust deeds (your choice of trust deed providers);
- TFN and ABN applications;
- Notice of election to become a regulated fund;
- Minutes, membership application forms and trustee declarations; and
- Notification of beneficiary forms.
Establishment of a SMSF
- Annual financial statements;
- Annual member benefit statements;
- ATO tax return preparation;
- Facilitation of independent audit and liaising with the auditor on any queries;
- ATO PAYG registration and preparation of group certificates;
- Business Activity Statements;
- Payment of benefits and documentation;
- Rollovers from other Funds;
- Arranging updating of trust deeds; and
- Provide necessary information for annual Centrelink ‘details of income stream form.
Fees and charges
Annual administration: $1,500 excl GST;
Audit fee: $420 excl GST;
ATO regulatory fee: $150;
Pension commencement: $200 per pension excl GST;
Establishment of a new fund: $250 excl GST.
The trust deed is an additional cost and dependant on trust deed provider chosen.
If there are assets held within the SMSF that are not recorded on Integrated Portfolio Solutions, Horizon reserves the right to charge for the time taken to account for these assets at an hourly rate of $100 excl GST.
Administrator: Colin Wood
Address: Horizon SMSF Solutions Pty Ltd, PO Box 1738, Malaga WA 6944
Phone: (08) 9343 6011
Fax: (08) 9343 6088