SMSF establishment and structuring support
Support with establishing an SMSF, including the fund and trustee structure, registrations and coordination with legal and financial advisers where additional specialist advice or documentation is required.
Annual financial statements and SMSF annual returns
Preparation of annual financial statements and the SMSF annual return.
Preparation for independent audit
Preparation of the fund accounts, supporting workpapers and records required for independent audit.
Liaison with external SMSF auditors
Coordination with the fund’s independent auditor and assistance with audit queries and supporting documentation.
Member balance and transaction reconciliations
Reconciliation of member balances, contributions, pensions and fund transactions.
Contribution and pension reporting
Accounting support for contributions, pension payments and related member reporting.
Ongoing compliance support
SMSF trustees are responsible for ensuring their fund continues to meet its accounting, tax and superannuation obligations.
We provide the annual accounting and reporting support needed to help trustees keep the fund’s records up to date and address issues identified during the compliance process.
Working with your other advisers
We can work alongside independent SMSF auditors, financial advisers, lawyers, actuaries and other specialists where separate advice or documentation is required.
Talk to our SMSF Accounting team
Tell us what you need help with and we’ll connect you with the right person.
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