FIVE STEPS TO FREEDOM
Using our simple 5 Step Process, we provide stress free and cost effective SMSF Admin and Accounting services. Our services are managed by experts in the industry ensuring you receive the job complete in all aspects and with value add advise.-
1- You upload/email client information.
It’s as simple as drag and drop!
You upload your client information (including bank statements, backup of BGL files and other relevant paperwork) on to our server, or simply email it to one central location. -
2- We will commence the work and will send you our queries .
This is completed by fully qualified and trained SMSF accountants who understand superannuation law and it’s application. We pick up and fix any compliance issues and prepare your file ready for the auditor.
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3- We provide complete Financials and Draft Tax Returns, ready for audit.
Once we clear all queries and ensure your fund is compliant, we provide you with complete set of Financials, Draft Tax Returns and working papers, ready for audit.
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4- We organise independent SMSF Audit
Our independent auditor then picks up the file and completes the audit, as required by ASIC. If required, we liaise with the auditor in ensuring the fund remains compliant and any issues, as identified, are resolved promptly and favourably. Once audit is complete, we provide complete Financials, Final Tax Returns, BGL back up files and Audit reports.
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5- We provide SMSF strategies and current year pension calculations
As a value added service, exclusive to us, our SMSF Advisors review your client’s circumstances and suggests strategies that can be implemented.
