Running your own Self Managed Superfund is now easy and achievable
We began as a traditional accounting firm with local clients, handling all matters of taxation compliance.
However Later it became apparent that the SMSF sector was rapidly expanding as more and more Australians became fed up with their industry superannuation provider. Realising the potential of this niche market the Just Superfund directors ceased all other forms of taxation and instead focused solely on SMSF taxation and audits.
Later Just Superfund transitioned to an online business module and started liaising with clients throughout the whole of Australia. Today, Just Superfund continues to expand and now assists thousands of clients each year.
Just Superfund specialise in Self-Managed Superannuation Fund administration and accounting.
All of our systems and processes are streamlined.
Our focus is on high quality, accurate financial reports delivered swiftly, at a fantastic low price.
We take the stress out of SMSF compliance, allowing our clients to focus more on growing their super fund balance and enjoying the more important things in life.
Being part of the Just Superfund family comes with a range of fantastic benefits
A fixed low annual fee so there are no unwanted surprises upon job completion.
24-hour phone support every day of the year. No matter when you call our 1300 number you will always be able to speak directly to a real Australian operator.
Expert advice on a range of superannuation topics including tax minimisation strategies and legislative requirements.
Access to the Just Superfund online portal. This portal acts as a free filing cabinet for all your SMSF documentation.
Continuity of service. No matter where in Australia you are located, Just Superfund are able to assist. In the event that you move house, or even if you move states, Just Superfund can continue to handle your annual reporting requirements without the need to find a new tax agent.
No minimum or maximum balance required.
Zero restrictions on how you operate your SMSF. You can use any bank or broker you desire and there are no limitations on which asset classes you invest in.
Access to SMSF Pulse, our online member-exclusive magazine.
Fast turnaround time. Provided all the required information is available to us, we are able to complete your Annual Reporting Requirements within 10 days.
At Just Superfund we understand that simple solutions are often the best, and we're here to provide that solution without compromise. Our team is always striving to deliver tangible value to every single one of our thousands of clients located in Apollo Bay, Victoria and Australia wide.
" You know you're in good hands with this company. Will go that extra mile to help in any way they can. The price is right and I wish I had found this company prior to our other accountant. Just a great company." - Diane R
" First time user of Just Superfund. Found the team to be fast and efficient as I was 2 years behind in my returns, all done and dusted in a couple of weeks - well done guys, see you again soon." - Darryl K
"A most satisfying experience: very simple take-on, very easy document submission, very quick turnaround, minimal fuss and very cheap. WELL DONE!" - Nick W
"Just Superfund were fantastic to deal with. We had prompt communications and their work was excellent. We saved a lot on fees compared to our previous accountants and we will definitely use them again." - Ted P
"A very positive experience with Just Superfund. Great service with every step explained and well documented at a very affordable price." - Russel S
"Prompt service and very competitive rates allowing me to relax (and concentrate on growing our SMSF) as they do a great job." - Kevin H
We welcome new SMSF Clients from Apollo Bay and Australia Wide. You look after the investments; we'll look after the administration and tax.
Just Superfund offers the full range of SMSF administration services. Our yearly fixed fee includes the following items:
Statement of Financial Position The statement of financial position, often called the balance sheet, is a financial statement that reports the assets, liabilities, and equity of a company on a given date. It lists the resources, obligations, and ownership details of a company on a specific day.
Profit and Loss Statement A profit and loss or income statement lists your sales and expenses and is generally recorded on a yearly basis. It tells you how much real profit you're making or losing.
Member Statements / Investment Report Preparation of the Tax Return (Annual Return)
Trustee Resolutions / Trustee Minutes A 'resolution' is a decision of the trustee/s made in accordance with a power available to it under the trust deed. A minute or written trustee's resolution creates a record of that resolution.
Independent Audit Just Superfund complies with prescribed independence requirements as set out in the Accounting Professional and Ethical Standards Board's pronouncement, APES 110 Code of Ethics for Professional Accountants.
Legislative Advice / Tax Minimisation Strategy Unlimited free advice throughout the financial year to all our valued clients.
Transfer from Previous Accountant if required. Included at no additional cost.
Filing of all Documentation and Postal Return of Documentation if required
Just Superfund offers a free online filing cabinet for secure storage of all your SMSF related documentation. This filing cabinet is automatically created whenever a client engages our services.
Additional services we can supply if required:
New SMSF Establishment We attend to every requirement necessary to establish your SMSF, including providing you with the Trust Deed and attending to registration with the ATO.
Actuarial Certificate The Actuarial Fee is payable annually. (It is only required if a Member of your SMSF has a balance in both an accumulation and pension account at any time during the financial year).
Trust Deed Update / Fund Structure Changes Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions.
Company Registration We can form and register a new company to act as a corporate trustee of your fund.
Binding Death Bene1t Agreement In the event of your death, this binds the remaining trustees to distribute your death benefits in accordance with your wishes.
Pension Commencement When you have reached pension age, Just Superfund can create an account-based pension and assist with transitioning to retirement.
Fund Wind Up If you decide to wind up your fund, we will provide step by step instructions of the tasks you need to complete and will assist in rolling over your assets to any other fund. We will also lodge any necessary paperwork with the Australian Tax Office.
Transfer Balance Account Reporting The transfer balance account report (TBAR) is used to report certain events and is separate from the SMSF annual return (SAR). The TBAR enables us to record and track an individual's balance for both their transfer balance cap and total superannuation balance.
Just Superfund wecome new customers from Apollo Bay and Victoria