Our SMSF services provide all the accounting for your SMSF, including:- Maintaining detailed assets purchase and disposal records We will record all your SMSF property investment and historic investment transactions in our system and save
your time to keep your own asset register.
-Preparation and lodgement of BAS/IAS/PAYG
We will take care of your annual or quarterly Business Activity Statements for
-Preparation and lodgement of the annual tax return
As the tax agent for your SMSF, we will prepare the tax return for your SMSF
and send it to you for review and confirmation. We will then lodge it electronically
to the ATO.
-Preparation of all minutes and trustee declaration
We prepare all the required minutes, trustee resolution and declaration for
your SMSF. All these documents will be forwarded to you to sign and then
returned to us for filing.
-A set of annual SMSF financial reports, including:
- Operating Statement (Profit and Loss)
- Statement of Financial Position (Balance Sheet)
- Notes to Accounts
- Member Statements
- Investment Summary Reports
- Investment Income Reports
- Investment Disposal Reports (if applicable)
- Annual Taxation and Regulatory Return
- Minutes of Meetings/Resolutions of Trustees
All the reports are prepared using our advanced accounting system and meets the reporting standards. The annual reports will be reviewed by our directors before we send them to you and the auditors.
Learn more about DIY Super Funds.