Whether you are already managing your superannuation fund or need assistance, our Accountants are here to help. We love working with you to ensure that you comply with all of the requirements that your self managed fund has.
We can provide a full annual administration service including transaction processing from source documents, preparation of the Operating Statement, Statement of Financial Position, Notes to the Accounts and Member’s Statements. We also prepare and lodge the fund’s income tax return, preparation of annual Trustee Resolution and we can even arrange your annual Audit to be performed by our independent external Auditor.
Due to changes in licensing, we are no longer able to provide financial advice to our SMSF clients. However, we have developed strong relationships with external financial planners and have a referral system in place for those SMSF trustees requiring financial advice.
A Self-Managed Super fund does not have to be complicated. We can assist in administrating your Self Managed Superannuation Fund and answer any question that you may have about how to best administer your fund.
We work closely with the Trustees and Members to ensure that their fund remains compliant. We can assist with the administration, taxation, compliance, pensions and lodgements.
To see how we can help, please call to arrange an appointment.contact us