Services

Self-Managed Super Fund (SMSF) Compliance

Self-managed super funds can be an effective tool for wealth creation by individuals wanting to take control of and manage their own superannuation assets. However there are increasingly complex and ever-changing rules and obligations that must be met in order for the Superannuation Fund to remain compliant with the Superannuation Industry (Supervision) Act 1993 (SIS Act) as well as with the ATO and ASIC. If your fund is non-compliant, you risk reducing your tax benefits as well as exposing SMSF to the penalties.

Given our involvement with vast number of SMSF Audits each year, we stay on top of the requirements and rules around SMSF compliance. Our experienced staff can advise you on what your obligations are to ensure your SMSF remains compliant with the SMSF rules.

Our SMSF compliance service includes preparation of annual member statements and financial statements in accordance with Australian Accounting Standards. Also, it includes preparation and lodgement of your annual Income Tax and regulatory return with the ATO.

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