POINTAX is not Australian Financial Services (AFS) Licence holder. Accordingly, we cannot provide financial advice. , however, can assist you in following services   

 ​​

• SMSF administration services

  • Preparing SMSF accounts and tax returns

  • Tracking of member account balances and components

  • Organising the annual independent audit and liaising with the auditor

  • Preparation and maintenance of trustee minutes and records

  • Track and maintain investment valuations and CGT records

  • Monitor compliance of your SMSF with relevant legislation

  • Monitor and track contributions made to your SMSF against limits

  • Monitor and track pension payments out or your SMSF against limits

  • Provide you with general advice about the administrative aspects of running your SMSF and ensuring compliance with applicable laws

• Contributions

  • Track contributions you make to your SMSF against contribution caps

  • Advise you of the tax implications of contributions you make

  • Liaise with the ATO is cases of excess contributions

  • Prepare contribution minutes or s290-170 forms

  • Discuss the tax benefits available to you regarding the small business CGT concessions

• Pensions

  • Provide you with information on what your minimum pension drawdown requirement is

  • Track pension payments you take against the minimum and maximum annual pension limits

  • Prepare the documentation for the commencement or variation of a pension where you have to obtain written advice (in the form of a Statement of Advice document) from either ourselves or another licensed financial adviser.

  • Provide you with information regarding the tax consequences of taking a lump sum rather than a pension payment (prior to that payment being made)

  • Obtain an actuarial certificate for your SMSF

• Establishment and Windup of an SMSF

  • Assist with the establishment of an SMSF where you have obtained written advice (in the form of a Statement of Advice document) from a licensed financial adviser.

  • Assist with the establishment of an SMSF where you have provided us with written instruction to establish the SMSF and you also sign a detailed disclaimer document outlining that we have not provided any advice whatsoever in regard to the establishment of the SMSF or the acquisition or disposal of any related financial product.

  • Assist with the reporting and compliance obligations relating to the windup of an SMSF where you have provided us written instruction to wind-up the SMSF and you also sign a detailed disclaimer document outlining that we have not provided any advice whatsoever in regard to the windup of the SMSF or the acquisition or disposal of any related financial product.

  • Assist with the completion of the forms required for you to rollover your superannuation benefits to an SMSF where you have provided us written instruction to assist with the rollover forms and you also sign a detailed disclaimer document outlining that we have not provided any advice whatsoever in regard to the transfer of your superannuation benefits.

• Investments and insurance

  • Document the investment strategy of the SMSF where you’ve obtained written advice (in the form of a Statement of Advice document) from a licensed financial adviser.

  • Advise of the tax implications of the acquisition or disposal of a specific investment owned by the SMSF

  • Discuss the types of investments that an SMSF can acquire under applicable legislation including what can be acquired from a related party.

  • Assist with the preparation of forms to transfer assets between parties or accounts including off-market transfer forms where you have either obtained written advice (in the form of a Statement of Advice document) from a licensed financial adviser or have signed a detailed disclaimer outlining that we have not provided any advice whatsoever in regard to the acquisition or disposal of any financial products.

  • Report on the investment performance of your SMSF where there are no recommendations made regarding underlying investments held by the SMSF.