Administration Service Only

Shartru Wealth’s strategic partner Emerge Business Advisory, has been providing accounting services in the Newcastle area since 1963.

Let Shartru Wealth take the hassle out of your Self Managed Superannuation Fund needs.

Shartru, through Emerge Business Advisory have a qualified team of SMSF administrators and accounting specialists to take care of all levels of SMSF requirements.

Our online capabilities allow us to provide SMSF administration in Newcastle, Central Coast, Hunter Valley, Southern Highlands, Sydney, Tamworth or anywhere where our clients may be located.

We offer two types of SMSF services:

Administration Only

Our unique service involves back office administration whereby we act as the “mailbox” for all your SMSF paperwork. This enables us to effectively and efficiently maintain your portfolio online without the hassle of contacting the SMSF client for paperwork and information. Our service enables you to log on to our website and view your portfolio at any given time.

It includes:

    • Daily unit price uploads
    • Comprehensive online reporting
    • Real-time investment performance reporting
    • Management of portfolio and CGT position and reconstruction

Our back office administration includes the establishment of new funds & performance of trustee duties. We provide SMSFs with the relevant paperwork to enable them to complete their annual regulatory requirements.

Shartru SMSF Engagement Form

Shartru Price List

Full Service

In addition to the back office administration provided above, our annual SMSF Compliance, Reporting, Regulatory Tax Return & Audit includes:

    • financial and transaction statements,
    • regulatory tax return and audit,
    • members statements,
    • investment strategy documentation and minutes,
    • other relevant minutes and forms, and
    • full fund accounting and auditing workpapers.

Technical SMSF Assistance

We provide technical assistance with:

    • establishment of SMSFs,
    • establishment of corporate trustees,
    • establishment of pensions payment summary documentation, and
    • technical advice re your SMSF.
    • We also provide services for reporting to Centrelink and the ATO.