We have a team of accountants specialising in the complex and highly regulated area of Self Managed Super Funds (SMSF).

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Administration and acccounting services include:
 

• Preparation and lodgement of the annual SMSF income tax return

• Management of investment correspondence and documentation

• Liaising with the ATO where required

• Coordination with your SMSF auditor to facilitate the annual audit

• Preparation and maintenance of capital gains tax records and investment reporting

• Preparation of annual trustee minutes and compliance documentation

• Access to an online portal to view and monitor your SMSF investments

• Ongoing phone and email support

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We can also assist with changes to your existing SMSF. This may include updating your trust deed to reflect legislative changes or adding or removing members following life events such as marriage or retirement. We ensure all amendments are completed in accordance with current legal and regulatory requirements.