Self-Managed Super Funds

(SMSF's)


  • Application for a TFN & ABN

  • Maintenance of the investment register

  • Maintenance of pensions, Rollover Notices and ETPs

  • Preparation of accounts and regulatory returns

  • Provision of investment reports with accounts

  • Preparation of work papers for audit

  • Arranging of the audit of the financial statements

  • Arranging of the actuary certificate (if required)

  • Benefit payment documentation

  • Annual income tax return

  • Ongoing support and taxation advice

Please note that as of 1 July 2016, accountants are no longer able to recommend establishing SMSFs. You should confer with a financial adviser on the suitability of SMSF establishments and your individual situation.