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Waterson Accounting

Ongoing Administration

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The rules governing the administration of SMSF’s are complex and frequently changing. It is therefore of critical importance that anyone running or considering establishing a SMSF engages a professional Accountant to assist with the ongoing administration of the Fund.

Some of the ongoing administration services which we offer include:

  • Preparation of the Annual Financial Statements
  • Preparation and lodgement of the Fund Annual Tax Return 
  • Preparation of the Members’ Statements
  • Preparation of ancillary documents including detailed investment reports
  • Arrange for the Annual Fund Audit by an approved SMSF auditor
  • Manage correspondence with the ATO