We’re here to help
Thinking about exploring an SMSF but not sure where to start?
Don’t worry, Tri Accounting can help. Our SMSF accounting services offer comprehensive assistance in managing retirement funds, from initial setup to ongoing management, ensuring a strong financial foundation for your future.
Whether you’re establishing your first SMSF or looking for reliable SMSF accounting and administration to replace your current provider – we make managing your fund simple, secure and stress-free.
SMSF Set Up
We work with your SMSF financial advisor to prepare and provide all the documentation you need to start taking control of your retirement nest.
We will provide documents for:
- Trust Deed
- Product Disclosure Statements
- Investment Strategy
- Consents to Act
- Applications for ABN and TFN
- Membership application
- Beneficiary notices
- Registration Papers for GST Purposes
We will also:
- Pay the ATO supervisory levy
- Appoint an independent SMSF auditor who is licensed by the ASIC
- Sign and submit SMSF trustee declarations to the ATO once the fund has been set up.
SMSF Accounting Services
Managing an SMSF can be complicated. Our experienced team will make sure your SMSF is compliant, efficient, and helps you achieve your retirement goals.
Fund Establishment
Expert guidance on setting up your SMSF structure.
Compliance Management
Ensure your fund adheres to all regulatory requirements.
Financial Statements
Accurate preparation of annual financial reports.
Tax Advice & Returns
Advice on creating and maintaining a tax-efficient SMSF.
Audits
Seamless management of the annual audit process.
Fund Support
Receive expert support on changes to your fund throughout its lifecycle, such as commencing pensions or rolling members in/out of the fund.
Our SMSF Accounting Services Process
We understand your time is precious
But we also know how stressful it can be trying to get your accounting in order.
