SMSF services · Brisbane & the Redlands
SMSF support for your next chapter.
Whether you’re still working, preparing for retirement or already enjoying it, Jewell Moore helps you manage the accounting, administration and compliance work that comes with your SMSF.
Our Cleveland team supports existing trustees and assists with establishment and rollover administration following appropriate financial advice.
Jewell Moore provides accounting and administration services. Financial and investment advice is provided by appropriately licensed advisers.
SMSF services · Jewell Moore
Support for your fund and circumstances.
Your fund’s administrative needs can change over time. We discuss the support required, whether you are getting started or reviewing existing arrangements.
Establishing a fund
Following appropriate financial advice, we can help organise the establishment documents and agreed administrative work.
Existing SMSF trustees
Discuss your fund accounting, tax reporting, records and ongoing administration needs.
Approaching or enjoying retirement
Tell us about changes in your circumstances so we can identify the accounting and administrative work needed for your fund.
Changing administration arrangements
If you are considering moving your fund’s accounting or administration, we can discuss existing records, handover information and the proposed scope.
SMSF services · Jewell Moore
Establishment and rollover administration.
A clear sequence helps keep the documentation and administrative work organised after you have obtained appropriate financial advice.
Establishment documentation
We assist with the agreed documentation, registration and accounting setup work for establishing your fund, working with you and your adviser.
The decision to establish an SMSF should be supported by advice from an appropriately licensed financial adviser.
Rollover administration
We can assist with the administration of approved superannuation rollovers, including the information and documentation needed for the agreed work.
We do not recommend whether you should roll over superannuation. Discuss that decision with your financial adviser before proceeding.
Contact us to discuss the advice and information required, the scope of support and the steps relevant to your circumstances.
SMSF services · Jewell Moore
Ongoing accounting and compliance support.
Reliable information and organised records support the work required for your SMSF.
Fund accounting and tax reporting
Prepare fund accounts and the agreed tax reporting using the information provided. We clarify records and transactions where further details are needed.
- Organise and reconcile accounting information.
- Prepare the agreed fund accounts and reporting.
- Identify information needed to complete the work.
Ongoing administration
Support the recurring documentation and administrative tasks within the scope agreed for your fund. Discuss changes that may affect the records or work required.
- Keep relevant fund records organised.
- Clarify requests and administrative next steps.
- Provide agreed information for the independent audit process.
Accounting support and the independent audit are distinct parts of the process. Audit arrangements should be discussed separately, with independence requirements considered.
SMSF services · Jewell Moore
Clear records. Shared understanding.
Knowing what information is needed and who is responsible helps us work effectively with you.
Keep the relevant information together
We discuss the records required for the work, how information will be supplied and any questions that need clarification.
Tell us about changes, transactions or issues as they arise rather than waiting until the accounting work is due. This helps us identify the information and professional input needed.
Trustees retain their responsibilities for the fund. Our accounting and administration support does not transfer those responsibilities to Jewell Moore.
SMSF services · Jewell Moore
Working alongside your financial adviser.
Good communication helps align the advice you receive with the accounting and administrative work needed for your fund.
Our role
Jewell Moore provides accounting, documentation, administration and compliance support within the scope agreed with you. We explain the information required and the next steps in that work.
Your financial adviser’s role
An appropriately licensed financial adviser advises on SMSF suitability, rollover decisions, investment choices and financial strategies. You can work with your own adviser; we can discuss an introduction if needed.
Jewell Moore does not provide financial or investment advice. We coordinate relevant information with your adviser with your authority.
SMSF services · Jewell Moore
A straightforward way to work with us.
Start with your fund and the support you need. We agree the work and information requirements before proceeding.
Discuss your circumstances
Tell us whether you have an existing fund, are considering establishment following advice, or need help with specific administration.
Agree the scope
Clarify the services, responsibilities and records needed, including coordination with your adviser or existing provider where relevant.
Organise and complete the work
Supply the agreed information, resolve questions and work through the review and authorisation steps for the services provided.
SMSF services · Jewell Moore
Questions about SMSF support.
A few answers to help you find the right starting point.
Can you help with an existing SMSF?
Yes. We can discuss the accounting, tax reporting and administration support required for your fund and agree the appropriate scope.
Can you advise whether an SMSF is right for me?
Jewell Moore does not provide financial or investment advice. An appropriately licensed financial adviser should advise on SMSF suitability. We can assist with the establishment documentation and administration following appropriate advice.
Can you help administer a superannuation rollover?
We can assist with the information, documentation and administrative work for approved rollovers within the agreed scope. We do not recommend whether you should roll over superannuation.
Can you work with my financial adviser?
Yes. With your authority, we can coordinate relevant accounting and administrative information with your adviser. Their financial advice remains separate from our accounting services.
Can I move my fund’s accounting or administration to Jewell Moore?
Contact us to discuss your current arrangements, available records and the support you want. We can identify the information and handover steps needed before agreeing the work.
Does using an accountant remove my trustee responsibilities?
No. Trustees retain their responsibilities for the fund. We can help with the agreed accounting and administration, while clarifying the information and actions needed from you.
SMSF services · Jewell Moore
Let’s discuss your SMSF needs.
Tell us about your fund, your current arrangements and the support you are looking for.
Speak with our Cleveland team
Discuss fund accounting, administration, establishment documentation or rollover support following appropriate advice.
Contact Jewell Moore
1 Shore Place
25–31 Shore Street West
Cleveland QLD 4163
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