SMSF Accounting and Tax Services
All SMSF trustees are required to have financial statements prepared, lodge income tax & regulatory return and other relevant statements with the Australian Taxation Office each year.
The trustee must all ensure the self managed super fund is audited each year by an approved auditor. The audit covers both financial statements audit and compliance audit. The findings of the audit must be reported on the income tax & regulatory return. We can provide you with all of the above services, which includes the compilation of a full set of financial statements, preparing the income tax & regulatory return, other relevant statements and audit of SMSF. When you use our services, you can be assured the highest level of services.
We provide an upfront fixed fee on our services which means you know in advance the costs to your SMSF. We do not charge by the hour.
Here's what we will do:
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
Audit of the SMSF by an approved auditor
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
We provide you with comprehensive SMSF annual reporting that is more than just financial statemtents.
We invite you to contact us to discuss how we can managed your SMSF’s accounting and taxation needs or our processes.