SMSF accounting & tax service

 

TaxnBooks Accounting is a registered tax agent and have an approved auditor. We understand that people worry that having SMSF's compliance cost every year could deflate your savings. Our charge rate is a lot lower than accountancy firm.

 

Changing accountant could be daunting however, it is as simple as providing your financials and discussion of your expectations.

 

We provides clients the following services:

 

  • Establishing Self Managed Super Fund (SMSF)
  • Prepare of annual financial statements, including operating statement, statement of financial position, notes to financial statements
  • Prepare and lodge the fund’s annual return (income tax return), calculate and advise of tax liability or tax refund due
  • Audit of the SMSF by an approved auditor
  • Prepare member benefits statement, which contains member’s tax components
  • Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report
  • Facilitate obtaining of an actuarial certificate where required
  • Manage communications and correspondence with Australian Taxation Office
  • Amendment to existing Trust Deed
  • Converting your SMSF to Pension mode
  • Wind down your SMSF
 
To have TaxnBooks Accounting manage your accounting and taxation for your self managed superfund and audit of your self managed superfund, download "Client Intake Form", complete it and return to us.
 

 

 

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