Services
From first setup to every annual lodgement, Evenwise runs the administration work beneath the fund: records, accounting, compliance and tax.
Service areas
Every fund is different, but the administration usually falls into three areas. Each one is handled by the same team, to the same standard, so the work stays connected from setup through lodgement.
Annual obligations vary with members, assets, contributions, pensions and reporting history. A conversation maps what applies before the administration work begins.
How it starts
Clarify the fund's stage, trustee structure, members, assets, pension status, records and current administration position.
Confirm what needs to be done now, what can wait, what records are missing, and what the annual administration fee will be.
Maintain records, prepare accounts, coordinate audit work, support compliance checks and complete the annual return and lodgement process.
For costs, see pricing or read the Service Guide.
