We provide the following self managed superannuation fund (SMSF) administration and compliance:

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Self Managed Super Funds

  • Assistance with procedures to establish a new fund including taxation registrations (no advice)

  • Processing bank transactions through our specialised SMSF software

  • Preparation of annual Financial Statements

  • Preparation of annual Members Statements

  • Preparation of annual Income Tax Returns

  • Liaison with auditors to arrange annual compliance and SIS audit

  • Liaison with actuary to arrange annual actuarial certificate for exempt earnings

  • Preparation of BAS and PAYG Payment Summaries for benefits paid

  • Assistance with procedures to wind up an existing fund (no advice)

Member of the Institute of Charted Accountants (ICAA) and the National Tax & Accountant’s Association (NTAA)

Accounting Services

Taxation Services

Business Services

Superannuation Services

Corporate Services

Customer Service