Our services
core service - annual compliance
Accounting covers the following:
- Preparation of the accounts
- Preparation of the tax return
- Arranging the audit of the accounts by a third party auditor (we pay for this from our fee)
- Lodgment of the tax return to the ATO
Audit only engagement
- Audit of Annual Accounts
- Issuance of signed Audit Report
Deed services
- New Fund Establishment
- Trust Deed Update
- Corporate Trustee Establishment
- Change in Trustee and Membership
- Bare Trust Establishment
- Bare Trustee Establishment
ad hoc services
- Actuarial Certificate
- Pension Establishment Documentation
- Pension Commutation Documentation
- Lump Sum Documentation
- Guidance on SIS Legislation and Regulation s
- Guidance on Taxation on SMSFs
accounting process
Audit process
