Outsourcing Services
We provide specialist SMSF outsourcing services to accounting firms, financial planners, and advisory businesses across Australia. Our team supports the full SMSF lifecycle, from establishment through to annual compliance, taxation, and wind-up, allowing you to streamline operations and focus on client advisory work.
SMSF Setup and Establishment Services
- Preparation of SMSF establishment documentation
- TFN and ABN applications
- Electronic service address (ESA) setup
- SMSF bank account establishment support
- Superannuation rollover processing
- Setup and maintenance in BGL Simple Fund 360 and Class Super
SMSF Administration and Compliance
- Trust deed updates
- Trustee and member detail updates with ATO, ABR, and ASIC
- Ongoing SMSF processing (monthly, quarterly or annual)
- Preparation and lodgment of SMSF annual returns
- Coordination with external SMSF auditors
- White-labelled financial statements and tax reports
- ATO lodgment deferrals where required
- Actuarial certificate assistance
- SMSF wind-up administration
SMSF Tax and Technical Support
- Contribution strategy and compliance guidance
- Pension commencement and ongoing pension requirements
- Total Super Balance (TSB) and Transfer Balance Cap (TBC) reporting
- Division 293 and Division 296 tax considerations
- Death benefit and estate-related superannuation advice
- Marriage breakdown and super splitting matters
- Rectification of SMSF compliance issues
- QROPS-related support where applicable
Additional Accounting Support Services
- Individual tax returns
- Family trust financial statements and tax returns
- Managed fund reporting (monthly and quarterly)
- BAS preparation and lodgment
- Bookkeeping services across multiple entity types
- General accounting support services
Service Approach
We operate as an outsourced SMSF support partner for professional firms. Work can be delivered under your brand where required, with flexible engagement models to suit your practice structure and client base. All services are provided by an Australian-based team familiar with local regulatory and compliance requirements.
For firms seeking SMSF administration support or white-label service solutions, we provide scalable options that integrate with existing workflows and systems.
Contact Us
To discuss our SMSF outsourcing services, please contact us on 03 955 74079 or via email info@icareupser.coma.u