Self Managed Superfund
Accounting & taxation
Let us help you navigate your Trustee accounting obligations.
Here at Chequer Accounting, we have extensive experience providing Accounting and Taxation Services to Self-Managed Super Funds and helping Trustees meeting their obligations.
Preparation of Financial Statements
We understand your financials need to be at market value and include member statements.
Preparation of SMSF Tax Returns
We understand the complex taxation requirements of SMSF’s & can help you with tax planning.
Organising & Liaising with External SMSF Auditor
We will organise and liase directly with the external SMSF auditors.
Advice regarding Compliance with SIS Act & Regulations
We can help you avoid SIS breaches with proactive advice.
Preparation of BAS's & IAS's
We can prepare your BAS’s or/& remind you about your PAYG Instalments Notices.
Other Administrative Tasks
Including TPAR preparation & lodgement, ESA management and ASIC agent services.
Areas of Expertise
We are familiar with the requirements and regulations governing SMSF’s, as well as the common issues that arise during audits.
We have assisted SMSF’s clients with their Accounting and Taxation needs with the following investment types:
- Managed Fund Investments
- Shares and Other Stock Market Investments
- Bond Portfolios
- Residential and Commercial Properties
- LBRA’s
- Term Deposits
The Stuff we DON’T do
If you’ve got a SMSF, you probably already know, or should know, that there are limits on what Tax Agents and Accountants are allowed to do for your SMSF. Below is a list of services, as Tax Agents, we can’t and don’t do:
- Prepare or provide Financial Advice
- Prepare or provide Statements of Advice
- Prepare or provide an Investments Strategies
- Recommend any form of Investments
- Recommend establishing an SMSF
- Recommend you make contributes to Super
- Recommend you start a pension
- Recommend you have a Binding Death Nominations
We are happy to work alongside your preferred Financial Planner.
Take the Stress out of your SMSF by getting
the right advice, the first time!
Our Fees
Our Fees for SMSF compliance work depend on the complexity of your Superfund. We strongly believe that SMSF’s shouldn’t be a “Visit your Accountant Once a Year” kind of thing, this is because it’s SUPER important that things are done right, the first time with Superfunds.
Compliance work for SMSF’s also incurs other costs, in addition to our time, such us the Audit Fees, Software Fees, Actuarial Certificates and Title Search Fees.
Our Fees for SMSF’s Accounting and Taxation start at $2,640 per year ($2,400 plus GST). Please note this is our minimum fee, the fees applicable to your Fund may be higher, depending on the complexity and time spent on the Fund.