Self-managed Superannuation Fund

We can provide you with the necessary information regarding the formation of a SMSF and be engaged to prepare the annual administration function.  

We help facilitate the formation of a SMSF through our relationships with solicitors and financial advisors/planners.  The annual compliance of the SMSF would see the following completed for you:

  • Financial Statements

  • Annual return and Audit

  • Members' statements and Member contribution statements

  • Binding nominations

  • Other relevant minutes and forms (particularly those relevant for the completion of the audit)

  • Full fund accounting and auditing working papers

 

You should consider the video below from the ATO to determine your involvement with a SMSF:

Verto Consulting Chartered Accountants Australia and New Zealand

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