Annual SMSF administration, compliance, audit, SMSF reporting  and regulatory tax return

We provide an annual SMSF administration and compliance service that is required to be completed each year for all SMSFs. The completed package includes:

• Financial and transaction statements
• Regulatory tax return and audit
• Members’ statements and MCS lodgement
• Investment strategy documentation and minutes
• Binding nominations
• Other relevant minutes and forms (particularly those relevant to the completion of the audit)
• Full fund accounting and auditing working papers

SMSF Strategy