Financial Report
Operating statement, statement of financial position and member statements prepared each year.
- Investment valuations
- Member balances
- Contribution records
Self-Managed Super Fund (SMSF)
SMSF financial reports, audit & annual returns
Every SMSF must prepare financial statements, have an independent audit and lodge an annual return. We coordinate all three for you.
Why clients choose us
- Registered Tax Agent Lodging with the ATO on your behalf
- FIPA Public Practice Fellow of the Institute of Public Accountants
- Mon – Fri, 9:00 – 5:30 Melton South office & online appointments
Overview
Annual SMSF compliance without the stress
Trustees are responsible for keeping their fund compliant. We prepare the fund's financial statements and member statements, arrange the independent audit by an approved SMSF auditor, and lodge the SMSF annual return with the ATO.
We also keep you informed about contribution caps and pension requirements so the fund stays on track.
- Financial statements
- Member statements
- Independent SMSF audit arrangement
- SMSF annual return
- Contributions & pensions
- Trustee support
Registered Tax Agent
Lodging directly with the ATO
What’s Included
Self-Managed Super Fund (SMSF)
SMSF Audit
We arrange the independent audit with an ASIC-registered SMSF auditor and respond to their queries.
- Auditor liaison
- Compliance checklist
- Audit report
Annual Tax Return
Your SMSF annual return lodged with the ATO, including the supervisory levy.
- SMSF annual return
- Supervisory levy
- Tax on earnings
How It Works
Getting started is simple
From first conversation to lodgement, we keep the process clear and on time.
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1
Book a free appointment
Choose a time online or call us. Meet in Melton South, by phone or by video.
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2
Share your documents
We send a simple checklist so you know exactly what to bring.
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3
We prepare & review
Your registered tax agent prepares everything and explains the outcome.
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4
Lodged with the ATO
We lodge on your behalf and keep you on track for next year.
Got Questions?
Frequently Asked Questions
Common questions about our Self-Managed Super Fund (SMSF) service.
Yes. Every SMSF must be audited by an approved SMSF auditor each year before the annual return is lodged. We arrange this for you.
Bank statements, investment and property statements, contribution details and any pension payments for the year. Our SMSF checklist on the Forms page lists everything.
Yes — see our SMSF & Wealth Planning service for setup, trust deeds and ongoing yearly services.
Ready to get your tax and accounts sorted?
Book a free first appointment with a Registered Tax Agent. In person at Melton South, by phone or online.