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| Includes: | SMSF Audit | SMSF Annual – You Lodge | SMSF Annual – We Lodge | SMSF Daily – You Lodge | SMSF Daily – We Lodge | SMSF “The Lot” |
| Independent Audit |  |
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| Year End Accounts & Tax Return |  |
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| Mailing House | |
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| Tax Agent – Lodgements | |
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| Daily Administration | |
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| Payment of Tax Assessments | |
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SMSF Audit Only Service:
All SMSFs require an annual independent audit. We complete audits for Accountants and Advisors all over the country. Simply upload your work-papers on to our secure job tracking portal, and we’ll have the audit completed within 10 business days – GUARANTEED! Plus – we complete a memo on every fund to identify opportunities for the SMSF trustees, which converts to consulting revenue for the Advisor.
SMSF Annual - Administration Service and Audit:
This is a popular solution, in particular for Accounting Practices whose SMSF trustees maintain a hands on approach to managing their investments and look to their Accountant for strategic tax support. The end product with this service is a comprehensive set of electronic work-papers, fully referenced to source documents and draft tax returns. The accounts are prepared in the Accountant/Advisors own software, which can include Class Super, SuperMate, BGL 360, BGL Simple Fund, HandiSuper and APS Desktop Super.
If you’re looking to convert your existing software onto a new platform, the option exists for our team to do all the heavy lifting for you. Simply nominate the software platform you’d like to transition to, and we can take care of the rest.
You can also elect for the lodgement of the Annual Tax Return – You lodge or We lodge. You choose!
SMSF Daily – The Ongoing SMSF Administration Solution:
For Accountants and Advisors who need ongoing reconciliation of transactions so as to monitor the progress of investment portfolios, pension payment, contribution limits and have committed to regular ongoing meetings with clients, this option provides the perfect solution. You can also elect for preparation and lodgement of Activity Statements and the Annual Tax Return.
SMSF “The Lot” – Your Ultimate Solution:
This service offers a complete end to end compliance solution, from mailing house collection of data and preparation of all accounts, to final audit, lodgement and payment of Activity Statements and Tax Returns with the ATO.
