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