Superannuation is one area where it pays to get the best advice.  We can help you evaluate your superannuation strategy whether it be using a managed fund or moving across to a self managed superannuation fund (SMSF).

Our services include:

  • Fund set-up services
  • Fund accounting and tax services (year-end compliance and reporting) 
  • Fund statutory services
  • Documentation services (such as pension commencement kit)
  • Winding-up services.

All self managed super fund trustees are required to have financial statements prepared, lodge income tax & regulatory return and other relevant statements with the Australian Taxation Office each year.  The trustee must all ensure the self managed superfund is audited each year by an approved auditor. The audit covers both financial statements audit and compliance audit. The findings of the audit must be reported on the income tax & regulatory return.

We can provide you with a full set of financial statements, preparing the income tax & regulatory returns, other relevant statements and the audit of your self managed superfund. When you use our services, you can be assured the highest level of services. The team at Direct Accounting are qualified accountants with specialist knowledge, expertise and skill in self managed superfund and our rigorous internal processes and procedures ensure a quality service is delivered every time.

We can provide an upfront fixed fee on our services which means you know in advance the costs to your superfund.

Direct Accounting is a registered tax agent and have approved auditors. In this specialised area, experience counts.

Here's what we will do for you:

  • 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

Contact us today to find out more about how we can help make your SMSF perform to it's full potential.