It’s that time of year again! If you have a self managed superannuation fund then January is the month to organise your paperwork and make an appointment to have your superfund audited and your tax return lodged with the ATO. 

Every year, the trustees of every self managed fund must have financial and member statements; income tax returns and an independent audit report prepared for their superfund. Last year, this firm prepared the income tax returns and audit reports for more than 200 self managed funds.

Contact our Marmion Office on 9246 9055 and make arrangements for Rob Prouse to audit your self managed fund.

Alternatively, contact our Joondalup Office on 9400 8400 and make arrangements for Carel van der Merwe to attend to your self managed fund audit.

Our fees start from $550 per audit and $440 for combined financial statements and income tax return. Fees are to be paid from the balance of the superannuation fund- and we may ask for a deposit before we commence work.

Need more information about your SMSF obligations?

We strongly recommend every trustee familiarise themselves with the ATO’s guide book for trustees, DIY Super- its your money …but not yet!

If you have any questions, please do any of the following:

- Contact the ATO on their superfund hotline, 13 10 20
- Ask your financial adviser or fund administrator
- Ask a representative body, such as Taxpayers Australia
- Contact us on 9246 9055

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