SMSF Compliance

SMSFs are becoming very popular as the structure of choice for holding investments. But managing them can be complex. We can provide assistance to trustees by attending to all statutory compliance and administration requirements so you can focus on growing your business.

Our services include:

  • SMSF compliance including preparation of the financial statements and the completion of the fund’s annual return to be lodged with the ATO
  • Attending to annual review requirements for corporate trustee
  • Completion of all relevant documentation to support strategies implemented
  • Attending to PAYG instalment lodgement and GST registration
  • Coordinating the audit of the fund’s financial statements
  • Coordination of any actuarial requirements for the fund
  • Attend to annual or GST lodgement requirements
  • Maintenance and recording of segregation of assets
  • Annual pension calculations and documentation
  • Liaising with the ATO with respect to any fund audit