SMSF Annual Compliances

We make sure that all your Self Managed Super Fund meets all Australian government requirements.

  • Statement of Financial Position
  • Profit and Loss Statement
  • Member Statements
  • Income Tax Return
  • Independent Auditor’s Report
  • Investment Reports
  • Review of Investment Strategy
  • Review of Death Binding Nomination
  • Free monthly client’s newsletter
  • Bonus  Free trust deed check to determine if it is up to date.
  • Includes access to real time reporting where fee is paid in monthly instalments. No restrictions on number & type of investments.