Self Managed Super Fund
Self Managed Super Fund
SMSF are becoming a very popular way of managing people’s superannuation affairs and planning for financial security after retirement. They put you in control of your investments so that you decide where your valuable nest egg is invested.
The rules that apply to SMSF are very tough and restrictive. The ATO is tougher on SMSF than any other entity. All SMSF have to be audited annually to ensure compliance with these rules.
We will prepare the Financial Statements and Member Statements, as well as completing your annual tax return. The Financial Statements will provide you with a very comprehensive report on your investments plus the income they generate.
We will also handle all the associated tasks such as:
Registration
Preparation, lodgement and registration of the SMSF with the ATO including ABN, TFN and GST applications
Request Certificates
Request Actuarial Certificates if necessary
Annual audit
Conduct or arrange the annual audit
ETP Statements
Preparation of ETP Statements
SMSF
Self Managed Super Fund
SMSF are becoming a very popular way of managing people’s superannuation affairs and planning for financial security after retirement. They put you in control of your investments so that you decide where your valuable nest egg is invested.
The rules that apply to SMSF are very tough and restrictive. The ATO is tougher on SMSF than any other entity. All SMSF have to be audited annually to ensure compliance with these rules.
We will prepare the Financial Statements and Member Statements, as well as completing your annual tax return. The Financial Statements will provide you with a very comprehensive report on your investments plus the income they generate.
We will also handle all the associated tasks such as:
Registration
Preparation, lodgement and registration of the SMSF with the ATO including ABN, TFN and GST applications
Request Certificates
Request Actuarial Certificates if necessary
Annual audit
Conduct or arrange the annual audit
ETP Statements
Preparation of ETP Statements
