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SMSF accounting & tax service

TaxnBooks Accounting is a registered tax agent and engaged an independent auditor registered with ASIC. 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.

TAXNBOOKS

ACCOUNTING

SMSF accounting & tax service

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.