Self Managed Super Fund
SMSF accounting, compliance and administration
Our SMSF accounting, audit and compliance service provides you with everything you need to meet the annual administration 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:
We can also incorporate a corporate trustee for your SMSF.
Services include important information and reminders for SMSF trustees.
Registered Tax Agent
Registered ASIC Agent