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.
- 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