The administration, handled end to end.
The practical work that keeps records, accounts, audit preparation and reporting moving through the year, not just at tax time.
Transactions, investments and financial statements kept accurate and current across the year.
Contribution caps, member balances and pension accounts tracked, with limits watched before they bite.
Independent audit file preparation and coordination.
SMSF annual return prepared and lodged by registered tax agents.
ATO correspondence handled, with only what genuinely needs you surfaced.
Plain answers from people who know your fund.
What stays with you, and what we carry.
You, as trustee
- Set the fund's strategy and investment decisions.
- Keep advice in place with your licensed adviser.
- Approve and sign where the law requires it.
- Stay the decision-maker for the fund.
Evenwise
- Maintain records, accounts and member balances.
- Prepare statements, the audit file and annual return.
- Lodge on time and keep the calendar clear.
- Tell you plainly when something needs a decision.
Evenwise does not provide financial product advice. Where a fund is being established, setup follows a Statement of Advice from your licensed adviser.
Moving to Evenwise.
Review where the fund stands today.
Transition records and confirm advice is in place where setup is involved.
Settle into the annual rhythm: records, audit, return and lodgement.
Steady, and easy to deal with.
Compliance-led
Setup waits on advice, and the work follows the rules quietly in the background.
Real people, not a queue
A team that keeps the memory of your fund, the family and the decisions already made.
Fees agreed upfront
Scope and cost are clear before anything starts, with no surprises at year end.
For trustees
Let’s look at your fund together.
A first chat clarifies where the fund stands, what administration it needs, and what it will cost. No obligation either way.