Service
SMSF Administration & Audit
Self-managed super fund accounts, compliance and independent audit by an ASIC-registered SMSF Auditor.
Running your own super fund gives you control, and a real compliance burden with it. We prepare SMSF financial statements, member statements and the annual return, and as an ASIC-registered SMSF Auditor we also perform independent audits for other practices and trustees.
What's included
- SMSF establishment and trust deed coordination
- Annual financial statements and member statements
- SMSF annual return preparation and lodgement
- Independent SMSF audit (financial and compliance)
- Contribution caps, pension and TBAR reporting
- Fund wind-up and rollover assistance
What you get out of it
Compliant every year
Contribution caps, in-house asset rules and pension minimums reviewed before they become a problem.
Independent audit
Audits conducted by a registered SMSF Auditor to the standards the ATO expects, with clear queries and quick turnaround.
Clear trustee reporting
Member balances and fund performance presented so trustees can see exactly where the fund stands.
Questions we get asked
No — independence rules prevent it. Where we administer a fund we arrange an independent auditor, and where another accountant prepares the accounts we can act as the independent SMSF Auditor.
The information on this page is general in nature and does not take your personal circumstances into account. Speak with us before acting on it.
Let's talk about your numbers
Book a free 20-minute conversation. We'll tell you honestly whether we can help, what it would involve and what it would cost — before you commit to anything.