SMSF Refund, compliance and administration

Our SMSF accounting and compliance service provides you with everything you need to meet the annual administration obligations of your SMSF, including:

• Preparation of the annual financial statements for the SMSF (including an Operating Statement, Statement of Financial Position, Member Statements and Investment Summary & Income Reports);
• Arrangement of the audit of the financial statements;
• Preparation and lodgement of the annual income tax return;
• Documents to commence or cease pensions (if required); and
• Preparation of annual trustee resolutions.

SMSF Establishment

Our SMSF establishment service delivers you everything you need to establish your SMSF, including:

• SMSF Trust Deed ;
• trustee appointment minutes;
• trustee declarations;
• member applications;
• SMSF establishment minutes; and
• template investment strategy;

We will also:

• Register your SMSF for an ABN and TFN;
• Make an election for your SMSF to become a regulated SMSF;
• Apply for a Commsec Trading Account and Commonwealth Direct Investment Account for your SMSF; and
• Provide you with rollover request forms – so you can transfer any balances you hold with other superannuation funds into your SMSF.

We can also incorporate a corporate trustee for your SMSF for a one-off fee of $550 (which includes the company registration fee of $457 payable to ASIC).

Transfer an existing SMSF to XYZ Accounting

If you already have a SMSF and want XYZ Accounting to handle all the administration requirements, send us an email and we will help you transfer your SMSF administration to us – all at no cost!

SMSF Annual Updates

Each year XYZ Accounting provides its clients with a free annual update. This annual update includes details of any significant changes to superannuation law, key SMSF rates and thresholds for the year ahead, as well as important information and reminders for SMSF trustees.

No obligation, cancel any time

You are under no obligations to continue your engagement with XYZ Accounting and are free to cancel our administration service at any time. If you choose to cancel we will refund any fees you have paid in advance and transfer all of the accounting and legal records we hold for your SMSF to you, or to another service provider at your request.