Self-Managed Superannuation Fund Tax Return
Empower your retirement journey with smart decisions
Taking charge of your retirement finances is a big decision. If you choose to have your own Self-Managed Superannuation Fund (SMSF), it means you get to make decisions about where your money goes and how it's invested. This gives you control and helps you avoid monthly fees and the uncertainties of other super funds. However, running an SMSF requires time and some financial know-how.
Here's what our services cover:
Tax Returns for SMSF: We handle the paperwork to make sure your SMSF follows all the rules about taxes.
Profit and Loss Statements: We create clear statements to show how your SMSF is doing financially.
Balance Sheets: We help you understand your overall financial situation and what might happen in the future with detailed balance sheets.
Cash Flow Statements: We explain how money comes in and goes out of your SMSF with straightforward cash flow statements.
Members Statements: We provide clear statements for each member, so everyone knows how they're contributing to the SMSF.
External Auditor Arrangements: We bring in an external expert to double-check everything and make sure your SMSF is following all the rules.