Annual Compliance Services

We not only do the lodgements, we do value add to your SMSF through our services

Comprehensive Solutions

There are some compliance obligations which every SMSF must fulfill each and every year. See below, how we help and what all services we provide as part if Annual Compliance.

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connectivity

Software Connect 

We connect with various services to receive most of your data electronically in order to keep it updated in real-time. We also include below subscriptions as part of annual compliance cost. 

Electronic Data from the Bank
Electronic Data from the Brokerage 
Accounting Software Subscription
Electronic Service Address required for Superstream
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review

Data Review

We review the data on quarterly basis and advice you if there is any concern. So, you don't get surprise at year end when the period is already over. We include the following checks in our review:

Review of CMA Account transactions
Review on Contribution limits
BAS Returns review, if applicable
Instalment Activity Statements
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Independent Audit

Preparation of Annual Audit

We prepare a checklist and share with you within 45 days of period close and work closely with you to fulfil the requirement and attend to the following.

Preparation of work papers
Collection of documents
Coordinating with the auditor on all requirements
Arranging to finalise the audit by the due date (subject to your submission
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Annual Lodgements

ATO Lodgements

We prepare all documents for you to sign digitally, so we can lodge with the ATO. The following documents are submitted to ATO after signatures:

Annual P&L and Balance Sheet
Member Statements, Trustee Resolutions & Minutes
Income Tax Return
Independent Audit Outcome
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Frequently Asked Questions

Why are SMSF lodgements required every year?

They are legally required to ensure the SMSF remains compliant with superannuation and taxation laws and maintains its concessional tax status.

Is the SMSF audit included in the compliance fee?

In our services, yes. However, some providers may charge the audit separately, so it’s important to confirm what is included in your package.

What documents are needed for SMSF compliance?

Bank statements, investment summaries, contribution records, pension details, and any property or asset documentation are typically required.

Are SMSF compliance fees tax deductible?

Yes, SMSF administration and compliance expenses are tax deductible within the fund.

What happens if SMSF compliance is not completed on time?

Late lodgement can lead to ATO penalties, loss of tax concessions, and potential non-compliance status for the fund.