Self-Managed Super Fund Accounting & Administration

We can assist you in setting up and administering your self-managed super fund (SMSF), which enables you to take control of the investment decisions of your superannuation. It’s a major financial decision to have your own SMSF and we provide the support and technical services required by trustees to ensure they are informed and compliant with the latest SIS regulations and up to date with the latest tax concessions available to SMSFs.

Some of the service we provide are:

Setting up Self-Managed Super Funds

• Preparation of Special Purpose Financial Statements, Annual Members Statements and Annual Minutes/Resolutions
• Liaising with external auditor in relation to the annual Audit
• Appointment as Tax Agents including preparation and lodgement of SMSF Annual Return
• GST Registration and preparation of Quarterly Business Activity statements or Annual GST Return
• Reconciliation of PAYG Withholding, preparation and lodgement of Annual PAYG Payment Summaries
• Attending to any ATO audit requirements
• Transfer Balance Account Reporting (TBAR)
• Attending to Fund administration including change of members and trustees
• Appointment as ASIC Registered Agent, provision of Registered Office and lodgement of Annual Returns for Corporate Trustees
• Update of SMSF trust deed as and when required