This Service is designed for people who would like to manage the day-to day administration of their fund, but outsource their annual responsibilities.

• Preparation of annual financial statements
• Preparation of Income Tax Return with ATO
• Preparation and lodgment of Superannuation Surcharge forms
• Preparation of Annual Regulatory Return
• Annual independent audit of financial statements (organised and completed through Stanley & Williamson Chartered Accountants)

*The fee quoted for this service assumes information is provided in a format that is compliant with our accounting systems and further, does not cover funds that have breached the SIS Act regulations and require a qualification of audit report and other related work