Simple Super Solutions will undertake a transition project which includes an extensive reconciliation of your current Self Managed Superannuation Fund (SMSF). The transition project is a major undertaking as it is critically important that we establish a truthful starting set of accounts for your clients’ funds to enable the provision of an ongoing professional, complying service.

A major part of our focus during this project is the forensic investigation of the current records to establish this sound starting base. The transition project typically encompasses the following activities:

• Complete forensic investigation of the accounts & records for your clients’ funds
• Review of the existing trust deeds and preparation of any amendments needed
• Establishment of the administrative and accounting records onto our systems
• Establishment of online access
• Preparation of enabling documentation including trustee minutes & letters of authority
• Notification of change of address to regulators & service providers
• Preparation of the Administration Agreement