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FIRSTCHOICE
 SUPERANNUATION SERVICES PTY LTD
Phone: 0407 585 380
Fax: 07 3869 2726
Email: dbittar@fcsuper.com.au
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Outsourcing Solution for Financial Professionals

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SERVICES

FirstChoice Superannuation Services Pty Ltd provides specialist services that are flexible in that you do not have to engage our services for all your firms SMSF. 

 

You may choose to use our services to process the more complicated SMSF or to assist your firm meet deadlines and free  internal resources to focus on your core business and value added service.

 

We will process all fund transactions in BGL Simple Fund.  On completion we will provide you with the BGL data file and a set of comprehensive electronic working papers linked to third party source documentation ready for audit. 

 

Your firm may only require a high level review of the Operating Statement, Statement of Financial Position and working papers prepared by your firm.  FirstChoice Superannuation Services Pty Ltd can assist simply with the review process.


We offer our services remotely or may attend your premises.


FirstChoice Superannuation Services Pty Ltd is focused on providing reliable, timely, excellent work and service to financial professionals.  It is our view that we are an extension of your team and we will do everything we can to exceed your expectations.

 

Administration includes preparation of the following reports:

  • Statement of Financial Position

  • Operating Statement

  • Notes to Financial Statements

  • Trustees Declaration

  • Audit Report for signing by auditor

  • Statement of Taxable Income

  • Deferred Tax Reconciliation

  • Investment Summary Report

  • Investment Change Report

  • Detailed Schedule of Fund Assets

  • Investment Summary Pie Graph by Asset Allocation

  • Investment Disposals Summary Report

  • Detailed Purchase and Disposal Report

  • Investment Income Summary

  • Member Summary Report

  • Member Statements

  • General Ledger

  • Trial Balance