For those who prefer to manage the day-to-day administration of their SMSF themselves, we can assist you with managing your year end audit and tax obligations.

The financial year end is an important time for SMSFs. Our specialists can help you manage your various year-end compliance obligations:

  • FUND ACCOUNTS: Our team of qualified accountants prepare the annual financial statements for the fund.
  • FUND AUDIT: We arrange for an independent auditor from our panel of qualified auditors to undertake the audit and manage the audit process on the fund’s behalf.
  • TAX RETURN: As registered tax agents, we prepare and lodge your SMSF’s annual income tax return.
  • MEMBER STATEMENTS: We prepare the annual member statements, including allocation of contributions, benefit payments, earnings, expenses, tax and super components.