SELF MANAGED SUPER FUND
SMSF ACCOUNTING, COMPLIANCE AND ADMINISTRATION
Our SMSF accounting, audit and compliance service provide you with everything you need to meet the annual administrative obligations of your SMSF, including
- Preparation of the annual financial statements for the SMSF (including an Operating Statement, Statement of Financial Position, Member Statements and Investment Summary & Income Reports);
- Arrangement of the audit of the financial statements;
- Preparation and lodgement of the annual income tax return;
- Documents to confirm the commencement or cessation of pension accounts as required (upon your request); and
- Preparation of annual trustee resolutions.
Our SMSF establishment delivers you all documents required to set up & get started with your SMSF, including:
- SMSF Trust Deed ;
- Trustee appointment minutes;
- Trustee declarations;
- Member applications;
- SMSF establishment minutes; and
- Template investment strategy;
- Register your SMSF for an ABN and TFN;
- Make an election for your SMSF to become a regulated SMSF;
- Help to setup a bank and trading account for your SMSF (if required); and
- Provide you with template rollover request forms.
- Transfer of an existing Super Fund balance to SMSF.
We can also incorporate a corporate trustee for your SMSF.
Services include important information and reminders for SMSF trustees.