The ATO taxes a SMSF at a concessional rate of 15% on its income. Accurate financial statements and annual accounts form the foundation of your SMSF’s tax return and ongoing compliance. Ensuring the annual financials and SMSF tax return are prepared and lodged correctly is essential for meeting ATO requirements. Under this package, the trustee will arrange the SMSF audit separately, while we take care of preparing the financial statements and tax return with accuracy and attention to detail, ensuring your SMSF remains compliant and up to date.
| Services | Included |
|---|---|
| Service Fee | $1,705 |
| Preparation of financial statements and tax return | YES |
| Annual compliance review | YES |
| Member Statements | YES |
| Investment summary | YES |
| Trustee resolution & minutes | YES |
| GST Administration | YES |
| Electronic Service Address | YES |
| Actuarial Certificate | YES |
| Tax advice and assistance during the year | YES |