SMSF

Self Managed Superannuation Funds (SMSF’s) are required by law to lodge annual Tax Returns and prepare Financial Statements. As the trustee of a SMSF, you are responsible for ensuring that a tax return is lodged with the ATO each year, and an annual audit is performed for financial and compliance requirements.

We can advise and help you with these needs, compiling your financial statements, preparing the Income Tax and regulatory Returns, and also arranging with an auditor for the annual audit on your fund. This also includes liaising with you and the auditor if there are any queries they may have.

We can liaise with your financial planner in the preparation of your returns if you have a financial planner, or recommend one if you don’t and would like one. Financial planners can help advise you on your investments within the fund. As we are not financial planners, we unfortunately cannot help you with this aspect of running the fund.