CIBs specialised Superannuation team providing a range of services to Trustees and clients wishing to establish and operate an SMSF.

The compliance requirements for Trustees can be extensive and CIB can assist in the following areas:

Fund Establishment

  • Provide advice on set up, management, tax matters and compliance
  • Set up of the fund and trust deed
  • Establishment of a trust for a borrowing arrangement to acquire property
  • Provision of minutes and documents re the establishment of the fund

Fund Administration

  • Preparation of annual financial statements, including operating statement, statement of financial position, notes to financial statements
  • Prepare individual member benefits statements including movements and member’s tax components
  • Calculate minimum pension payments
  • Audit of the fund by an approved SMSF auditor
  • Prepare and lodge the fund’s income tax return
  • Provide assistance to trustee’s with the preparation of the fund’s  investment strategy and their reporting obligations
  • Obtain actuarial certificates where required
  • Provide pension commencement documentation

Working in conjunction with CIB Private Wealth Services division, we provide a complete investment management, reporting and administration service to SMSF Trustees.

Call our Superannuation Services team directly on 02 4721 6000 to find out how we can help you manage and grow your SMSF.