Accountant letter

We are a CPA firm and can provide accountant letters for different purposes if you are iCare Super’s clients.

The type of accountant letter can be issued for your SMSF are as below:

• non-trading , no debt or trade profitably letter
• supplicated investment certificate
• letter to Centrelink for applying for aged pension or other Government benefits
• pension amount or member balance confirmation letter
• SMSF LRBA loan balance confirmation letter

Costs

The costs to prepare one accountant letter is $110.

If you are not our clients, please contact us and we will provide a checklist to collect and verify the relative information to be able to issue this letter and the costs for one letter are $440.

Accountant letter for loan application

If you have a corporate trustee for your SMSF or bare trust, accountant letter will be required by banks or lenders when you apply for mortgage approval.

The letter needs to confirm the following:

• the SMSF trustee company is a non-trading company,
• the SMSF trustee does not have any debt or liabilities.

To provide these letters, you need to meet the following conditions:

• your SMSF was set up by iCare Super or your SMSF has been managed by us for at least 6 months, and
• your SMSF tax lodgement is up to date.

To request this letter, please email us the following to info@icaresuper.com.au

• your super fund name,
• the exact wording required by the lenders. This can be obtained from the lenders directly.

Once we have received your request, we will check your SMSF lodgement status and trustee details and issue this letter as soon as possible.