If you have a Self-Managed Superfund, you are required to lodge an annual Income Tax Return. Preparation and lodgement of financial statements, including Balance Sheets, Profit and Loss Statements, Member Statements, trustee Resolutions and the annual audit of the Fund must be included.
Sullivans Accountants have the ability, expertise and experience to make these tasks easy for you. We will guide you and walk you through all the steps involved and review the Funds investment strategy to ensure that it fulfils the needs of members.
Sullivans Accountants can:
- Manage your Fund’s paperwork – prepare the Financial Statements and lodge annual tax returns
- Prepare Trustee meeting minutes and Superfund audits.
- Prepare member statements and deal with the Tax Office.
- Prepare all documentation required to transfer to the Pension stage.