Superannuation
SMSF accounting
SMSF accounting, tax, audit and licensed financial advice are separate areas of work. We can discuss the fund records and reporting period, clarify the accounting and tax work involved and identify where another professional is required.
How this can help
- Records needed for the reporting period identified
- Accounting and tax work separated from audit and financial advice
- Missing information flagged for follow-up
Services may include
- SMSF accounting records
- SMSF tax-return preparation within an agreed engagement
- Coordination of information required for independent audit
- Referral boundaries for licensed financial advice
Who it may suit
- Trustees preparing annual SMSF accounting records
- Funds coordinating tax and audit information
- Trustees who need the service boundaries explained
Common questions
Questions about smsf accounting
Can you help with SMSF accounting?
Contact us with the fund, reporting period and current state of the records. We will confirm whether we can assist with the accounting and tax work.
Does this include financial advice or the independent audit?
No. Accounting, tax, independent audit and licensed financial advice are separate services and may be provided by different professionals.
Superannuation
Talk to us about smsf accounting
Tell us briefly what you need help with and any deadline you are working to.
Contact us