Self Managed Superannuation Funds

To prepare your SMSF taxation return and financial statements we require the following information.

  • Trust Deed
  • Full set of bank statements
  • Previous years Financial Statements
  • Any loan documentation
  • Evidence of all Assets held i.e Share statements, Property purchase document, Managed Fund holdings etc.
  • All receipts and evidence of income and expenditure.

Once we have prepared the taxation return and financial statements we also attend to the Independent Audit of your SMSF