Self-Managed Super Funds

If you manage your own existing self-managed super fund, we can assist with all your administration requirements, including:

Preparing annual reports

Among the data we compile for our self-managed super fund financial reports is:

~ Information for listed and unlisted shares and trusts.

~ Information in relation to any investments: property; derivatives; bullion; collectibles and cryptocurrencies.

We complete financial reports for self-managed super funds in ‘pension mode’.

Our invoices for creating and compiling reports for self-managed super funds are all-inclusive, so there are no hidden costs!

Arranging annual audit

Self-managed super funds must have an audit completed annually to determine their compliance with super laws and identify if there are any areas that need to be adjusted and what needs to happen to make the fund compliant.

We assist with annual audits of self-managed super funds by preparing documents for the audit and liaising with auditors to answer queries.