Self Managed Super Fund Services


Self Managed Super Fund

SMSF are becoming a very popular way of managing people’s superannuation affairs and planning for financial security after retirement. They put you in control of your investments so that you decide where your valuable nest egg is invested.

The rules that apply to SMSF are very tough and restrictive. The ATO is tougher on SMSF than any other entity. All SMSF have to be audited annually to ensure compliance with these rules.

We will prepare the Financial Statements and Member Statements, as well as completing your annual tax return. The Financial Statements will provide you with a very comprehensive report on your investments plus the income they generate.

We will also handle all the associated tasks such as:


Preparation, lodgement and registration of the SMSF with the ATO including ABN, TFN and GST applications

Annual audit

Conduct or arrange the annual audit

ETP Statements

Preparation of ETP Statements

Request Certificates

Request Actuarial Certificates if necessary