Self-Managed Super Funds
SMSF accounts, tax return and audit coordination, kept compliant year to year.
What this actually is
An SMSF gives you control, and in return it gives you obligations that do not bend. The annual accounts, the return, the independent audit and the contribution caps all have to line up. This is the work that keeps the fund compliant so the control stays worth having.
Tom Dunell CPA · Registered tax agent 26254256
What you get, specifically.
- Annual financial statements for the fund
- SMSF annual return prepared and lodged
- Independent audit arranged and coordinated on your behalf
- Member statements, contribution caps and pension calculations
- Investment strategy documentation kept current
- A plain explanation of anything the auditor raises
- Existing SMSF trustees who want the compliance handled
- Funds in pension phase needing minimum drawdowns calculated
- Trustees who have had an audit qualification and want it fixed
Three steps, and no surprises in any of them.
Have a chat
Ring, email, or fill in the form. Fifteen minutes on the phone is usually enough to work out what you need and whether I am the right fit.
Send me what you have
Even if it is a shoebox and a bank statement. I will tell you what is missing rather than guess at it.
I do the work
I prepare the work and send you a draft to look over. Nothing is lodged until you have seen it and understood it.
What people ask about self-managed super funds.
Do you give financial advice on what to invest in?
No. I do the accounting, tax and compliance side. Investment advice is a licensed activity and it is a different job to mine.
Usually needed alongside this.
Tax planning
A look at the year before it closes, while there is still something you can do about it.
What is involved →Individual tax returns
Straightforward personal returns, including the ones that stopped being straightforward.
What is involved →Capital gains & property
CGT on property, shares and business assets, plus the exemptions people miss.
What is involved →Need a hand with self-managed super funds?
Ring with a rough idea of your situation and I will tell you what it involves and what happens next.