Structural changes

  • Replacement and changes to trustees
  • Variations to SMSF Deed
  • ASIC corporate compliance

Pensions

  • Provision of pension agreements
  • Valuation of pension commencement balance and taxation components
  • Monitoring and communication of annual pension obligations
  • Provision of Actuarial Certificate

Support and Advice

  • Legislative advice to referring partners and trustees
  • Updates on significant changes to SMSF rules / requirements.


SMSF COMPLIANCE SERVICES IN DETAIL



We take a collaborative approach, working with trustees and investment advisors to give assistance, advice and guidance as required. 


Ph. 3 5406 0117

Annual Reporting

  • Annual Financial Statements
  • Annual Member Statements
  • SMSF Income Tax Return
  • Preparation of PAYG Payment summaries (if applicable)
  • Provision of trustee minutes

Annual Audit

AKD Accounting is not able to provide audit services to SMSF's.  However, in order to meet the annual compliance obligations of the fund we refer this work to suitably qualified and independent auditors outside of the firm.

Fund Establishment

  • Provision of SMSF Trust Deed
  • Establishment of corporate trustee (recommended)
  • Provision of membership applications
  • Preparation of ABN, TFN and GST registration (as applicable)
  • Assistance with rollovers from other superannuation funds.