Our Partners

Blueprint Planning offers a range of services to assist trustees with their roles and responsibilities in line with SMSF regulations and laws. This is a highly regulated area and there are many traps for the unaware. If you get it wrong it could be a very timely and costly exercise.

We’ve gone to great lengths to identify other specialists in associated professions to build a team of highly skilled and trained professionals. Our role is to coordinate the efforts of this specialist team to ensure the faultless execution of your SMSF project.

Thompson Commercial Law – www.thompsoncl.com.au

Thompson Commercial Law is a specialist commercial law firm with more than 20 years experience in national and boutique firm environments across a diversity of commercial practice areas. The legal services provided by Thompson Commercial include:

Self Managed Superannuation Funds - SMSF loans (Instalment warrant transactions), preparation of bank approved security trust deeds and co-ordination of SMSF transaction – contract formation, liaise with bank lender and carry out property settlement services; Other SMSF investment transactions including business real property transactions and property development; SMSF compliance and transaction structuring advice.
Estate Planning - Documentation of financial advisor estate plan across personal estate (will), related entities (companies and trusts), superannuation interests and insurance policies; Probate and estate administration services.
Property - acquisitions and disposals including entity structuring, duties planning, contract formation and due diligence; Lease preparation, lease review and advice; Property development; Strata titles advice, contracts for sale off the plan and management statements; Loan transactions and mortgage securities.
Commercial and Business Law - Transaction planning, entity structuring and duties compliance advice; Legal strategy and solutions; Preparation and review of transaction documents; Business acquisitions and disposals; Loan transactions and loan securities.

Mortgage Choice – www.mortgagechoice.com.au

Mortgage Choice are specialist mortgage brokers who will source the most competent loan providers for any recommended borrowing strategy.

AMP Ascend Service

AMP Ascend is the chosen SMSF administration platform for our clients. They offer a comprehensive administration and management solution for time poor trustees including fund establishment services such as trust deeds, compliance and tax reporting; independent audits and actuarial certification. At the same time the trustees using platform can access separately managed accounts (SMA), managed funds, cash management trusts, term deposits and life insurance.

Momentum – www.momentumwealth.com.au

Momentum are residential real estate buyers agents experienced in researching the most optimum property locations to meet your needs. They provide impartial, independence advice and will help you make the most informed decision about your property purchase.

Blueprint Accounting

Blueprint Accounting offer a specialist SMSF accounting service in the following areas:

Appointment as Tax Agent and preparation of Annual GST Return and Activity Statement
ATO Audit Coverage and payment of tax liabilities and actuarial fees;
Appointment as ASIC Registered Agent and lodgement of Annual Returns;
Preparation of paperwork for Pensions, Rollover notices, ETP's etc
Prepare of annual financial statements, including operating statement, statement of financial position, notes to financial statements
Prepare and lodge the fund’s annual return (income tax return), calculate and advise of tax liability or tax refund due
Prepare member benefits statement, which contains member’s tax components
Facilitate obtaining of an actuarial certificate where required
Manage communications and correspondence with Australian Taxation Office
Superannuation Contributions Reporting
Compliance Documentation including Minutes
Facilitation of Actuarial Services for Pension Funds
Superannuation Pension Recipient Documentation
Documentation and Minutes for Ongoing Monitoring of Pensions
Pension Rebate and Deduction Calculations
Preparation of PAYG Reconciliation and Group Certificates