SMSF Training

SMSF Tax Return, Accounting & Audit, Melbourne:

Do you require your SMSF accounts prepared, Tax Return prepared & Financials Audited? Self Managed Superannuation Fund (SMSF) is a special form of trust structured to hold your retirement savings. Being retirement savings there are special requirements by the ATO for the preparation of the SMSF Financials, having the Financials audited by an external auditor before having the Tax Returns lodged to the ATO. For this purpose, we use SMSF only accounting software for the preparation of your SMSF Financials.

We provide the below mentioned SMSF related accounting services.

  • Preparation of SMSF Reports
  • Preparation of SMSF Financials
  • Preparation of SMSF Tax Returns
  • SMSF Audits

We do not surprise bill you. Our costs are fixed, upfront and most SMSF Tax Returns and audits will be in the vicinity of $1500 including the audit. Costs vary when a Limited Recourse borrowing arrangement is involved.

Our associated auditors are specialised SMSF auditors who have audited numerous funds in the past and hence you can be rest assured that you are in the right hands.

Since SMSF Accounting & Audit needs special qualifications, software and specialized knowledge, our accountants undertake regular professional education to keep updated with the changing tax laws and ATO requirements.

We would generally require a copy of the SMSF Trust Deed, copy of prior year’s Financials & Tax Return, prior year audit report and Bank Statements for the financial year for which the SMSF Tax Return is to be prepared and we do the rest for you. In case you have a newly formed SMSF, then we would require some more additional documents which we shall advise about on such instances.

We can assist you with preparation of SMSF Tax Return, SMSF Financials and SMSF Audits. To start the process for you, we can also have a no obligation face to face consultation at one of our office so that we can gain an understanding about your situation and assist you accordingly. We are also happy to assist you via online correspondence if you are unable to visit us at the office. Give us a call today on 03 8609 1889 or email us on info@a1accountants.com.au and one of our friendly staff will be able to assist you with your queries.