SMSF COMPLIANCE
ALL YOUR SMSF ACCOUNTING AND TAXATION REQUIREMENTS CAN BE COVERED
Our highly qualified Chartered Accountants have over 20 years experience in attending to SMSF accounting and taxation services. Our services include:
- preparation of annual financial statements
- preparation and lodgement of the SMSF annual tax return
- preparation of detailed investment reports
- preparation of all minutes required for the audit of the SMSF
- obtaining an actuarial certificate where relevant
- liaison with the Australian Taxation Office
Please note the above services will be undertaken in Australia by accountants with Australian qualifications. We provide a quote before commencement of the chosen SMSF accounting and taxation services.
Please contact us to discuss your specific needs.
SMSF AUDIT
WE’LL MANAGE YOUR CLIENT’S AUDIT WORK ACCORDING TO YOU AGREED TIEMFRAMES.
Audit Process
We work closely with small to medium accounting firms, DIY super trustees and financial planners to deliver high quality SMSF Audit services. We provide fast turnaround of each audit, at a cost effective rate. Communication is an integral part of our business and we will constantly update you with the progress of the audit.
Audit Requirements
A thorough checklist of information is provided along with a suite of standard documents and minutes, to make the audit process as simple and efficient as possible.
Multiple Audit Packages
We offer a fixed-fee service which is outlined in more detail below. Alternatively, a more traditional fee structure, based on hourly rates can be negotiated.
Complete Audits Online
Our easy-to-use client portal provides a secure mode of submitting your documents. You can have confidence in your clients’ documentation remaining confidential at all times. You and your staff can simply upload documents (in most file formats) either individually or in bulk. You will receive immediate notification once the audit report and documentation is uploaded to portal.
SMSF SET-UP
WE CAN TAKE CARE OF ALL YOUR SET-UP & ADMIN NEEDS
SMSF Setup
We can assist with the setup of your Self Managed Super Fund including:
- preparation of the Trust Deed
- incorporation of Corporate Trustee
- ATO registrations including TFN and ABN
- full suite of minutes for both trustees and members
SMSF Administration
MCG Accountants can provide full administrative services to take the stress out of managing your SMSF.
We can:
- act as your investment mail house
- prepare quarterly or half-yearly investment reports
- maintain detailed CGT register
