SMSF Tax Returns, Accounting & Audit, Melbourne:

Do you need SMSF accounts prepared, Tax Return prepared & Financials Audited?

Self Managed Superannuation Funds (SMSF) are a special form of trust structured to hold retirement savings. Being retirement savings there is a special requirement for the preparation of financials, which can then be audited by a registered auditor and the tax returns lodged to the ATO. We use SMSF only software for the preparation of the such financials.

 We provide the below mentioned SMSF related Accounting services.

  • SMSF Accounting using specialized software
  • SMSF Tax Returns
  • SMSF Audits

We do not surprise billing you, our costs are fixed upfront and most SMSF tax returns and Audits will be in the Vicinity of $990 including the Audit. Costs vary when a Limited Recourse borrowing arrangement is involved.

Our Associated Auditors are specialised SMSF auditors who have audited numerous funds in the past and hence you can rest assured that you are in safe hands.

Since SMSF Accounting & Audit needs special qualifications, software and specialized knowledge our accountants undertake regular professional education to keep them updated regarding the changes.

All you would need to provide us would be a copy of the SMSF deed, a copy of prior year financials & tax return, a copy of the previous year Audit report and bank statements for the current year and we do the rest for you. In case the fund has been established this year, then we would need much more additional information and we shall advise about such instances on a case by case basis.

Kindly contact us or see one of us for a no obligation meeting for your Self Managed Super Fund, we are located in Melbourne CBD as well as Hoppers Crossing.

We can also carry out all of this via correspondence so we could have a brief talk over the phone, you send us what we need and we will get back to you with the tax returns within 3 weeks, quicker if required.

 

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