Our services

Our annual accounting service includes the following:

• Preparation of the financial accounts
• Preparation of the tax return
• Coordination of the independent audit (the audit is performed by a third‑party auditor and paid for from our fee)
• Lodgment of the tax return with the ATO 

Audit‑Only Engagement includes:

• Independent audit of the Annual Accounts
• Issuance of the signed Audit Report

•  New Fund Establishment
• Trust Deed Update
• Corporate Trustee Establishment
• Change in Trustee and Membership 
•  Bare Trust Establishment
• Bare Trustee Establishment

• Actuarial Certificate
• Pension Establishment Documentation
• Pension Commutation Documentation
• Lump Sum Documentation 
• Guidance on SIS Legislation and Regulation s
• Guidance on Taxation on SMSFs