Tax Returns, Financials & Audit

SMSF Tax Return Services: 

Our dedicated team will meticulously prepare your SMSF tax return, ensuring accuracy and adherence to the latest tax laws and regulations. We stay updated with any changes in tax legislation to ensure your SMSF remains compliant and minimise the risk of penalties or audits. By partnering with us, you can have confidence that your SMSF tax return will be prepared efficiently and in compliance with all relevant requirements.

Financial Statements Preparation:

Accurate and transparent financial statements are essential for gaining insights into the financial performance of your SMSF. Our team has a deep understanding of accounting principles and superannuation industry standards. We will prepare comprehensive financial statements that provide a clear snapshot of your SMSF's financial position, income, expenses, and investment performance. Our goal is to assist you in making informed decisions and ensuring transparency in your fund's financial reporting. This will also include annual member statements, trustee resolution and minutes.

Audit Coordination and Compliance:

An independent audit is a vital component of SMSF compliance. Next Step Super will facilitate the audit process by coordinating with approved SMSF auditors. We will ensure that all necessary documentation and records are prepared and made available to the auditor, making the process efficient and streamlined. Our team works closely with auditors to address any compliance issues and ensure that your fund meets all regulatory requirements.

Expert Guidance and Support:

Navigating SMSF tax, financials, and audit requirements can be complex. At Next Step Super, we offer expert guidance and support throughout the entire process. Our team is well-versed in the intricacies of SMSF compliance and will provide clear explanations, answer your questions, and address any concerns you may have. We are committed to delivering personalised attention and helping you achieve your SMSF goals.