Your Online Portfolio Administration Solution
SMSF Annual Extra
Under the Multiport SMSF Annual Extra service, trustees will receive an SMSF administration service that includes the collection and processing of all annually reconciled transactional data, preparation of financial accounts, tax returns and compliance services, after year end.

What you get

The table below illustrates the inclusions in the Multiport SMSF Annual Extra administration package.

  • Transaction processing
  • Rollover processing
  • Dividend processing
  • Managed Fund distribution processing
  • Interest Income processing
  • Expense allocation
  • Sales and Purchase processing
  • Capital gains tax processing
  • Pension processing
  • Transaction Compliance with SIS Legislation
  • Maintenance of trustee & member records
  • Contribution processing
  • Lump sum payment processing
  • Calculating & Reporting Benefits
  • Pension establishment documentation and calculations (if required)*
  • Financial Statements
  • Preparation & lodgement of Income Tax Return
  • Interim Accounts (if required)*
  • Facilitation of Audit (if required)*
*Additional charges apply for these services.
Exclusions

Please note that the SMSF Annual Extra service does not include:

  • Daily administration
  • Online access
  • Investment reporting
  • Facilitation of rollovers to fund
  • Establishment of bank account
  • Mail house services
  • Corporate actions services
  • Monitoring of member account balances, contributions, lump sums and pension payments
  • Compliance monitoring, documentation and reporting during the year

If you require these services, the Multiport SMSF Ultimate or Daily Extra services may be more appropriate for your needs.



What's New
SMSF Investment Patterns Survey - February 2016
Multiport regularly undertakes an analysis of our SMSFs investments. Read more...
Peter Burgess speaks on the SMSF minimum balance debate
Peter Burgess shares his view with SelfManagedSuper on the latest guidance on SMSF advice. Read more...
Finalist at the 2015 Smart Investor Blue Ribbon Awards
Multiport has been named as finalists in the ‘Best SMSF Administrator’ category. Read more...
Multiport launches online application
Multiport customers are now able to submit applications though a new online facility. Read more...
Multiport Highly Commended at SMSF Awards
Multiport has received a ‘highly commended’ recognition at the annual 2015 SMSF Awards. Read more...