Our SMSF services include all the setup, administration and accounting for your SMSF, including: Record Maintenance of all investment purchases or changes; including historic transactions to save you time and headache.
- Preparation and lodgement of your SMSF BAS/IAS/Tax Returns to the ATO
- Preparation and record keeping of all minutes and trustee declarations. These are all sent for your signature and filed in our system.
- Annual SMSF reporting, including:
- Profit and Loss
- Balance Sheet
- Investment Summary Reports
- Investment Income Reports
- Investment Disposal Reports (if appropriate)
- Notes to Accounts
- Member Statements
- Annual Taxation and Regulatory Return
- Minutes of Meetings/Resolutions of Trustees
All the reports are arranged utilizing our propelled bookkeeping framework and meets Australian reporting requirements. The yearly reports will be surveyed by our executives before we send them to you and the auditors (if required).
