Self Managed Super Fund Taxation

We specialise in Self Managed Super Fund compliance activities.The Australian superannuation landscape is continuously changing and the sector is strictly regulated. A single breach can attract heavy penalties.

Our team can assist you in improving tax efficiency and eliminate non-compliance.

Our services include:
  • Formation of Self Managed Superannuation Funds including all required registrations
  • Financial Statements and Returns including the preparation of Annual Accounts, Member’s Statements, Income Tax and Regulatory Returns
  • Annual Superannuation Documentation including Trustee Minutes, Death Benefit Nominations and an Appendix A which details the documents required to complete the SMSF for the relevant year
  • Member Contribution and Withdrawal documentation
  • Annual Pension and PAYG Withholding calculations. This includes calculations based on the relevant pension taken; the tax payable on the pension; preparation of the member’s PAYG Payment Summary and the Annual PAYG Payment Summary Statements
  • Self Managed Superannuation Fund Audits

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