Our CA SMSF Compliance Package provides trustees with a cost effective solution to meeting their annual compliance obligations. We look after the preparation of your annual Financial Statements, Member Statements and Tax Returns for your SMSF. We will also arrange the annual Audit which is conducted by a separate independent Auditor.
Our packages include all of the face-to-face meetings, emails and telephone calls on an ad hoc basis, as and when you need them. Sign up to our annual compliance package including tax return lodgement and audit for two years and lock in your compliance fee package from just $1,100 including GST plus $550 including GST for the Audit Fee. Call us for a quote today!
Voulla Flaskos is our registered SMSF Auditor. She can assist you with Audit Only services where you prefer to have your SMSF Accounts prepared by your existing Accountant. Our Audit services start from $550 including GST. The current turnaround time for audits is 7-14 days.
We are an authorised representative of Capstone Financial Planning (Authorised Representative Number: 1237994) and can assist you with your SMSF Establishment. All SMSF's are established within 24 hours of receiving your instruction form. We can also assist you with establishing the structures you need to borrow to purchase property within your Fund.
Source Accounting Australia can also assist you with meeting your compliance obligations for other entities such as Partnerships, Trusts and Companies as well as your individual tax returns. Many of our clients often ask us if we can provide other taxation services as we do such an amazing job with their SMSF! They prefer to keep all of their tax return services in the one place, which makes sense and is much easier to manage. Should you need any help with any additional services, please contact us and we can setup a time to discuss how we can assist you.