Self Managed Superannuation
Allied Funds Administration (AFA) was set up to be the "back of office" provider for the administration of Self Managed Superannuation Funds (SMSFs). AFA have been servicing the SMSF market in excess of 10 years developing a reputation for providing a reliable, consistent, quality service that is cost effective and represents excellent value for money.
Assistance for Advisers
Our reputation has evolved as a result of our highly qualified staff and state of the art technology, delivering professional administration and consultancy services. One of the benefits of having your clients SMSF administered by AFA is the access that you have to our highly qualified technical team.
AFA works in support of Accountants and Financial Advisers to enable the planner to focus on providing advice and strategy to their clients. While the adviser is focused on providing the front end solution, AFA takes care of the detailed and onerous paperwork. AFA executes this task whilst remaining in the background, allowing the adviser to concentrate on the relationship with the client.
The Australian Tax Office (ATO) has increased the resources of its audit department considerably as they become ever so vigilant in enforcing compliance. Utilising the specialist skills of AFA means risk management is less onerous and provides you with the ability to focus on your client's affairs, adding more value to your client and subsequently your bottom line.
Creating your own self-managed superannuation fund
Control, choice and transparency are just some of the reasons why self managed superannuation (SMSF) has become the fastest growing sector of superannuation in Australia. Allied Funds Administration (AFA) simplifies the process of managing your own superannuation, allowing you the involvement to maximise the benefits of your superannuation.
Allied Funds Administration (AFA) can help you establish your fund, and if you already have a fund, AFA will lodge your annual returns and all your supporting documentation needed to meet Australian Taxation Office compliance requirements. AFA can also organize independent audits and actuarial certificates if required.
Many people choose to manage the investments of their SMSF, however many others elect to enlist the guidance of qualified advisors who specialise in investment strategies for SMSF. An appropriate adviser can be referred to you if required. AFA is a cost effective administrator and advisory service who are committed to making your superannuation fund work for you.