Accounting
For existing SMSF's...
We simplify your accounting and administration
We will take care of all the accounting, administration and reporting requirements, so you can focus on your financial future. Each year we will complete:
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Financial statements, investment reports, member statements and minutes
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Preparation and lodgement of the tax return
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Organise a truly independent audit
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Any required pension calculations and actuary certificates
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Quarterly or annual BAS/IAS documents
We make it digital
Digital signing has never been so easy! We have a dedicated staff member who will create a secure online portal for you, and personally talk you through the digital approval procedure.
Do you want to see how your fund is tracking in real time? We can arrange to digitally collect live date data directly from your financial institutions through our software. You can then log on to see how your investments are tracking in real time. This also means less paperwork to provide at tax time each year.
We customise your experiences
We can customise your entire SMSF experience with us to whatever suits you best. Your financial statements can be delivered via mail, email or secure online portal. Documents can be signed by wet signature or digital approval. We can meet with you in video calls, email or in person. We will work around you.
Corporate compliance
Does your SMSF have a company trustee?
If the answer is yes, we can act as your registered agent with ASIC.
We will make any updates to your corporate trustee for you, including changes to your address, shares held and directors.
All correspondence will be attended to by us, except for the one corporate solvency statement to be approved each year. This can be done on our secure online portal in less than 2 minutes.
Resources
Use the link below and your personal log on details to access real time data of your fund in Class. Our automated data feeds collect your fund's transactions so log on anytime to see how your investments are tracking.
If you would like more information on running your SMSF, the SMSF Association have a website called SMSF Connect which contains a huge amount of information about SMSF's and how they work. You need to sign up to get access, but it is free.
The ATO also has detailed information on contributions, rollovers, investing and paying benefits.