Managing a SMSF can provide you with control and flexibility which is not readily available in an industry or general superannuation fund.

Our office can provide all necessary advice required to assist trustees in administering their funds to meet their responsibilities.

This assistance is provided through ongoing advice and reports to enable trustees to meet their compliance obligations, including the preparation of financial accounts and taxation returns. Assistance is available on all stages from the initial establishment of a fund, discussions involving investment strategies, compliance required and, if applicable, pension commencement.

We can further assist trustees in simplifying transaction processing by automatically downloading transactional activity through the linking of bank accounts to our administration software.

We offer a range of services for Superannuation Funds, including;

  • all compliance activities, including completing annual financial statements and Superannuation tax returns
  • audit of SMSF (Self Managed Super Funds)
  • progressive reporting on a regular basis on the status of your super fund

Our firm also works with other accounting firms as an audit service for their SMSF clients.