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; collectables and crypto currencies.
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 which 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.
Using experts to manage your financial matters