SMSF Tax Return & Compliance Services

Our service package is designed to cover all key aspects of your fund’s annual reporting obligations, including:

✅ Preparation and lodgement of the annual SMSF tax return

✅ Preparation of annual financial statements (balance sheet, profit & loss)

✅ Preparation of member statements and preservation summaries

✅ Liaison with independent SMSF auditors (we can arrange the audit for you)

✅ Compliance guidance with superannuation legislation and ATO requirements

✅ Support for pension and lump sum withdrawal calculations (if applicable)

The annual audit is a crucial compliance step. While we do not perform the audit ourselves (to maintain independence), we work closely with your chosen auditor or can help you engage an approved independent auditor. We prepare all documentation in an audit-ready format, helping ensure a smooth and efficient process.

• Specialist knowledge in SMSF taxation and compliance
   
• Proactive advice to help you meet trustee obligations
   
• Timely and accurate preparation of financial reports
   
• Close coordination with independent auditors
   
• Personalised service tailored to your fund’s structure
   

Before establishing a fund, you must obtain a Statement of Advice (SOA) from a licensed financial planner. To be able to get detailed instructions from the Planner as to how the fund is to be structured. This is a legal requirement before setting up an SMSF.