|Includes:||SMSF Audit||SMSF Annual||SMSF Daily||SMSF “The Lot”|
|Independent Audit|| |
|Year End Accounts|
|ASIC Registered Agent|
SMSF Audit Only Service:
All SMSFs require an annual independent audit. We complete in excess of 16,000 audits for Accountants and Advisors all over the country. Simply upload your work-papers on to our secure job tracking portal, and we’ll have the audit completed within 5 business days – GUARANTEED! Plus – we complete a memo on every fund to identify opportunities for the SMSF trustees, which converts to consulting revenue for the Advisor.
SMSF Annual - Back Office Support & Audit:
This is a popular solution, in particular for Accounting Practices whose SMSF Divisions are growing, or have a focus on moving staff away from manual processing to a higher level directional role to Financial Statement preparation. The end product with this service is a comprehensive set of electronic work-papers, fully referenced to source documents and draft tax returns EXACTLY as you instruct. The accounts are prepared in the Accountant/Advisors own software, which can include Class Super, SuperMate, BGL 360, and BGL Simple Fund.
If you’re looking to convert your existing software onto a new platform, the option exists for you to engage the Back-Office Resources to do all the heavy lifting at your direction. Simply nominate the software platform you’d like to transition to, and the process begins!
SMSF DAILY – THE ONGOING SMSF BACK-OFFICE SUPPORT SOLUTION
For Accountants and Advisors who need ongoing reconciliation of transactions so as to monitor the progress of investment portfolios, pension payment, contribution limits and have committed to regular ongoing meetings with clients, this option provides the perfect solution. You are in control of how data is processed at all times ensuring the Interim Financial Statements that you prepare for your clients are accurate and as you require them.
SMSF “The Lot” – Your Ultimate Solution:
This service offers a complete end to end compliance solution, from mailing house collection of data and use of back-office resources to take your instructions to assist you prepare the Interim and Year End Financial Statements, right through to audit of the SMSF.