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