SMSF accounts and annual return
Yearly financial statements, member statements and the SMSF annual return, with the independent audit arranged.
What's included
- Financial statements and member statements
- Contributions checked against the caps
- Pensions and minimum drawdowns checked
- The independent audit arranged with an approved SMSF auditor
- The SMSF annual return lodged
How it works
- 1We prepare the accounts
- 2The independent auditor audits the fund
- 3A partner reviews the return
- 4Trustees sign and we lodge
Questions
Common questions
General information only, not advice for your situation. Rules change; we check what applies to you.
Can you do the audit as well?›
No. The audit must be done by an independent approved SMSF auditor. We arrange it and work with them.
Related
Talk to us about this service
Confidential · No obligation · Registered tax agent 26173619