Annual Financial Statements and Tax Return of Your SMSF Fund
Setting Up a Self Managed Super Fund
All SMSF super funds prepare annual financial statements and tax returns each year then have them independently audited. The tax return cannot be lodged with the ATO until the auditor has issued his/her audit report.
- Accountants doing this work charge a very wide range of fees for basically the same work. Some of these fees are very high for the work required each year.
- We give very competitive firm quotes Australia wide. You can call us on 0408 943 233 or email the Operating Statement and Statement of Financial Position to us on firstname.lastname@example.org to receive a quote. In most cases you will be pleasantly surprised by our fees. These savings will add $20,000 to $50,000 in value to your super fund by retirement.
- We prepare the annual financial statements and the super fund tax return. We then email or send these to you and review them in detail with you by mobile/phone and answer all your questions. In addition to that we also make helpful suggestions for you to improve the value of your super fund. We also call you to discuss anything in relation to your super fund. We value your satisfaction by improving your super fund if this is possible.
- You can scan the documents we need to prepare the annual financial statements and also the tax return, then email them to us. If you prefer, you could use our free Reply Paid service and send your documents to
Superannuation Rescue, 212 Odin Drive, Stirling, WA 6021.
Or we send you a prepaid bag to enclose your documents and send them to us.
- We call or email you with any queries we have to setting up a self managed super fund.
- We then return your documents, the financial package and tax return for your super fund, our comments if applicable, and of course our invoice for our services.
- We also call you to discuss any aspects of the financial statements and tax return with you and also offer any suggestions we may have. We value long term friendly relationships with our clients.
- Our principal has over 29 years experience in large firms and companies, so your work will be very professionally completed.