Know how your fund is performing and pass your annual audit with flying colours. Meet all the requirements of running your own SMSF

WHAT YOU GET

Know how your fund has performed and keep track of your investments and retirement savings. 

Your compliance obligations are all meet and there are no hassles or suprises.

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HOW IT WORKS
      • First we collect the financial information of your fund by providing you with a checklist.  
      • We then collate the information and organise it on our system. 
      • Your financial reports, tax returns and compliance documents are then prepared ready for you to sign and lodge with the SMSF auditor and the ATO. 

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WHAT WE PUT TOGETHER FOR YOU
    • Annual Financial Statements and Tax Return
    • Annual Investment Strategy 
    • Year End Report summarising your fund’s performance and taxes payable. 
    • Annual meeting to catch up on how you are and what you may wish to do with your fund over the next 12 months to grow your balance. 

 

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