Accounting a shambles

Background Patrick, an adviser, approached Super Plus to review a SMSF client which contained transition to retirement income streams (TRIS pensions) the adviser was not confident that the previous administrator had correctly dealt with the pensions in the fund. He … Read More

Asset values and pensions all at sea

Background Robert R, an adviser, came to Super Plus in October 2010 with a long standing SMSF client who had an outstanding tax return for the 2009 year and the 2010 year return was due on 31 October 2010. The … Read More

Adviser’s multiple issues solved

Background Anthony, an adviser, approached Super Plus in December 2011 regarding the administration for his 28 SMSF clients. He was using an SMSF administrator and had been told his funds would be processed on a regular basis and that he … Read More

Reconciliations and values a mystery

Background Robert, an adviser, came to Super Plus in July 2010 with a long standing SMSF client who had an outstanding tax return for the 2009 year, and the 2010 year return was due on 31 October 2010. The 2008 … Read More

Depreciation, what’s that all about?

Background Danny M, an adviser, approached Super Plus in December 2009 to take over a fund from another administrator. The fees charged by the other administrator were relatively high and the adviser was having difficulty obtaining information about the procedures … Read More

Free to travel without hassles

Background The trustees of Win Super Fund approached Super Plus after being advised by their long time personal and fund accountant that he was about to retire. The trustees themselves had retired, were over age 60 and liked to travel to … Read More

Multiple accounts too much to handle

Background The trustees of ABC Super Fund approached Super Plus after being referred to us by an existing client. The trustees’ personal accountant had manually prepared the fund’s financial statements and tax return for a number of years, on an … Read More

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