As part of our fully comprehensive service DIY Super can attend to all of your annual accounting and compliance requirements including:
- Preparation of detailed Financial Statements
- Preparation of the annual documentation for the appointed Trustee, including Minutes for Trustee meetings, Trustee Declaration etc.
- Preparation of Members Statements
- Contact with the Australian Taxation Office as required
- Reconciliation of ATO accounts each year
- Preparation and lodgement of Income Tax and Regulatory Returns by KMW Accountants
- Completion of the annual audit using a SMSF specialist
Fees are estimated at the commencement of DIY Super overseeing your Self Managed Super Fund to ensure that you are aware of all costs and considerations upfront.