TAX TIME REQUIREMENTS

WHAT IS REQUIRED FROM A SMSF AT TAX TIME

All self-managed super funds (SMSF) are required to prepare tax returns and ensure they are audited to comply with ATO requirements. Requirements can vary based on the asset classes you have invested in within your SMSF. At New Venture Wealth we have chartered accountants and independent auditors who can take care of all your tax time needs from preparing the return, to auditing and compliance.

ACCOUNTING & AUDIT

The annual audit of your SMSF is completed by an SSA (SMSF specialist advisor) and chartered accountant. All fees are paid by your SMSF bank account (a tax deduction for your fund) and include the following;
SMSF annual compliance services
Preparation of the annual financial statements for the SMSF.
Preparation and lodgment of the annual tax return for the SMSF.
Annual SMSF audit done by our external auditor.
Preparation of the annual member statements for the SMSF.

FEES

The annual fee to complete a SMSF tax return, audit and compliance starts at $1620*

Fees are paid for out of your SMSF bank account. Fees can be paid by bank transfer. Credit cards can’t be used.

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*Prices displayed in the Total Costs Example are for guidance only, relates to a one member fund. Extra members incur extra fees eg $20/month. Year 1 fees are regardless of month of year set up is completed. Prices subject to change based on individual circumstances.

TAX TIME REQUIREMENTS

WHAT IS REQUIRED FROM A SMSF AT TAX TIME

ACCOUNTING & AUDIT

FEES

Book a Free Consultation

Get In Touch

Get In Touch

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