If you’re an experienced Australian investor or you just have keen interest in your superannuation, managing your own fund can be a great way of ensuring that your money is invested where and how you want it. But with the added control, comes added responsibility, and it is important to adhere to strict regulations from the ATO.

This can be a complex process, and involves becoming the SMSF, setting up a suitable investment strategy, and keeping comprehensive records that are audited annually.

If you’re thinking of setting up your own self managed super funds, get in touch with us to find out where to start.

Appoint us as your approved ASIC SMSF Auditor

It’s our job to help ease the responsibility that comes with your Self Managed Super Funds and our auditing services are an key part of this. Performing  for superannuation funds audits requires an attention to detail and a level of expert knowledge that we have developed through many years of auditing experience in Melbourne.

As ASIC registered auditors of Self Managed Super Funds, we can provide auditing services that ensure you’re always complying with Australian regulatory requirements.

If you’re an accountant or investment manager, we can work with your client to ensure their SMSF is audited on an annual basis.

We can also help with…

Administering your Self Managed Superannuation Fund can be a time consuming and confusing process. We can help with:

  • Setting up the SMSF, including organising Trust Deeds and trustee declarations, account applications and ABN & Tax File Number applications
  • Record-keeping and administration throughout the tax year, as well as presenting and reporting the annual financial figures correctly and on time. This includes working with our Online SMSF Partner, to set up an online portal for managing all your important documents.
  • Preparation for the having your SMSF audited by another auditor, and lodging your SMSF Annual Tax Return.
Interested in finding out more?