SMSF Accounting & Taxation
Annual accounts, tax compliance and record support for self-managed superannuation funds.
Professional support tailored to your circumstances
SMSF trustees need accurate accounts and complete supporting records for annual reporting. We assist with accounting and taxation compliance and coordinate the documentation required for the fund’s independent audit.
How we can assist
- Annual SMSF financial statements
- SMSF income tax return preparation
- Bank and investment reconciliations
- Contribution and benefit payment records
- Pension accounting and supporting schedules
- Preparation of records for the independent auditor
Our approach
Trustees remain responsible for their fund’s decisions and obligations. Our engagement focuses on accounting and taxation; investment recommendations and personal financial advice are outside this service. The audit must be completed under the applicable independence requirements.
Information to have ready
For an initial discussion, the following information helps us understand your requirements. We will confirm the records needed for the engagement.
- Bank statements and investment reports
- Records of contributions, pensions and benefit payments
- Trustee documents and relevant fund records
Discuss your accounting and taxation requirements
Tell us about your circumstances, the support you need and any relevant deadlines. We will discuss the next steps and the appropriate scope of professional support.