Self-Managed Super Funds, Supported with Clarity
Managing a self-managed super fund (SMSF) comes with responsibility and the right support can make all the difference.
At Lincolns, we work closely with clients to administer and support their SMSFs, ensuring obligations are met and information is clear, accurate and up to date.
We understand the broader business and financial environment in which our clients operate. That allows us to provide practical support around tax implications, reporting, and compliance, while working alongside your financial adviser to help you stay informed and in control.
Why Choose Lincolns For Superannuation?
A self-managed super fund involves multiple moving parts, from compliance and reporting to understanding how decisions impact your position.
At Lincolns, we focus on support, clarity and accuracy.
What sets us apart:
SMSF specialists – Focused experience in administration and compliance
Clear interpretation – Helping you understand the information and advice you receive
Collaborative approach – Working alongside your financial adviser
Practical support – Keeping your fund organised, compliant and running smoothly
While we don’t provide financial advice, we help you understand your position and ensure your fund is managed correctly.
Our Superannuation Services Include
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Self-Managed Superannuation Funds (Smsfs)
Support with the setup, operation and ongoing management of SMSFs.
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Super fund tax advice
Tailored strategies aligned with your financial goals and life stage.
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Fund Administration
Accurate and compliant administration to keep your fund compliant.
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Transition To Retirement Income Streams
Guidance on moving from accumulation to income while maintaining flexibility.
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Rollovers
Managing the transfer of super balances efficiently and correctly.
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Pension Funds
Support in establishing and managing pension phase super for retirement income.
FAQ'S
Do I Need An Accountant For A Self-Managed Super Fund?
While it’s not a legal requirement, most SMSF trustees choose to work with an accountant to ensure their fund meets all compliance obligations and reporting requirements. A tax agent is required to lodge the tax return for your SMSF. Managing an SMSF involves detailed record-keeping and regulatory responsibilities, so having the right support can help avoid costly mistakes.
Managing an SMSF typically involves a team of professionals. This may include an accountant (for administration, tax and compliance), a financial adviser (for investment and strategy advice), and an auditor (for annual compliance review).
Who Can Help Me With An SMSF?
Do I Need A Financial Adviser?
A financial adviser is not mandatory, but they are the only professionals licensed to provide investment and superannuation strategy advice. If you’re making decisions about investments or long-term strategy, it’s important to seek advice from a qualified and licensed adviser.
Do You Provide Financial Or Investment Advice For My SMSF?
No. Lincolns does not provide financial product or investment advice. Our role is focused on administration, tax and compliance, and supporting you in understanding and implementing advice from your financial adviser.
Can You Help Me Understand Advice From My Financial Planner?
Yes. We can help interpret the advice you’ve received and explain how it applies to your SMSF, particularly from a tax and compliance perspective.
Do You Work With My Financial Adviser?
Your financial advisor will ensure your SMSF is managed accurately and that any strategies are reflected correctly in your fund’s reporting and compliance.
Do You Manage SMSF Transactions such as Contributions And Rollovers?
We assist with the administration and recording of contributions, rollovers and other fund transactions to ensure they are handled correctly and accurately reported.
Can You Help With Pension Phase Requirements?
Yes. We support the administration of pension accounts within your SMSF, including compliance and reporting requirements. We will help you meet the pension minimum amounts each year.
Do You Assist With Transition To Retirement (TTR) Arrangements?
We manage the administration and reporting requirements for TTR income streams, ensuring everything is compliant and correctly recorded.
How Do I Know If My SMSF Is Compliant?
We help keep your fund compliant by maintaining accurate records, preparing financials and coordinating with your auditor as required.
Still Have Questions About Your SMSF?
Get in touch with our team for clear, practical support