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SMSF Setup & Compliance

Establishing a self managed super fund and keeping it compliant year to year. An SMSF carries trustee obligations that do not go away, and the annual return has to be accompanied by an audit.

What this covers

  • Fund establishment, trust deed and trustee structure
  • Registration with the ATO and the fund's own registrations
  • Annual financial statements and the SMSF annual return
  • Coordinating the independent audit the fund is required to have
  • Contribution and pension record keeping

Talk it through

Pick a time that suits you, including the weekend.

Most Perth accountants shut at five and close on Saturday. We take appointments to 7pm on weekdays and from 10am to 4pm on both weekend days, at Kewdale or over video.