Superannuation

Superannuation Compliance Services

Superannuation

Our specialist superannuation compliance offerings can assist with attending to all aspects of compliance and reporting for Self-Managed Superannuation Funds (SMSF) including:

  • Accounting for investment income, contributions, pensions and expenses;
  • Capital Gains Tax transactions;
  • Preparation of financial statements (including liaison with SMSF auditors);
  • Preparation of annual returns for lodgement with the ATO;
  • Assistance with meeting minimum and maximum pension requirements; and
  • Monitoring of Transfer Balance Caps.

For superannuation advice, please refer to Complete Latitude.

ABN 57 207 091 102
AFSL Licence 483990