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Specialist SMSF Tax Return Services

Ensure your Self-Managed Super Fund meets all its annual ATO obligations with expert assistance from J2K Accounting.

What is an SMSF?

A Self-Managed Super Fund allows you to control your own super investments for retirement, with up to 6 members.

Trustee Responsibilities

Trustees are responsible for managing the fund according to super and tax laws, including annual reporting and audits.

Annual Audit is Key

Every SMSF must be audited annually by an approved independent SMSF auditor before lodging its tax return.

Comprehensive SMSF Tax Return & Compliance

Managing a Self-Managed Super Fund (SMSF) comes with significant responsibilities, including complex annual reporting and compliance obligations. J2K Accounting provides expert SMSF tax return services to help trustees navigate these requirements with confidence and ensure their fund remains compliant.

What's Included in Our SMSF Service?

Our SMSF service package is designed to cover all essential aspects of your fund's annual tax and reporting obligations:

  • Preparation and lodgement of the annual SMSF tax return.
  • Preparation of annual financial statements (balance sheet, profit & loss).
  • Preparation of member statements and preservation component summaries.
  • Liaison with an independent, approved SMSF auditor (we can help you arrange an audit).
  • Guidance on compliance with superannuation laws and regulations.
  • Support for pension and lump sum withdrawal calculations and documentation (if applicable).

The SMSF Audit Process

A crucial part of managing an SMSF is the annual independent audit. This audit must be completed by an ASIC-approved SMSF auditor before your SMSF tax return can be lodged. The auditor will examine your fund's financial statements and assess its compliance with superannuation laws.

While J2K Accounting does not perform the audit (to maintain independence), we work seamlessly with your chosen auditor or can help you engage a trusted, independent auditor. We prepare all the necessary documentation in an audit-ready format to facilitate a smooth and efficient audit process.

Why Choose J2K for Your SMSF?

  • Specialised knowledge in SMSF compliance and taxation.
  • We work closely with independent auditors to streamline the process.
  • Proactive advice to help you meet your trustee responsibilities.
  • Accurate and timely preparation of all necessary documentation.
  • Personalised service tailored to your fund's specific circumstances.

We understand the intricacies of SMSF regulations and are committed to providing accurate, reliable, and timely services for your fund.

Ready to Simplify Your SMSF Compliance?

Partner with J2K Accounting for dedicated and expert SMSF tax return and compliance services. We help you meet your obligations so you can focus on your investment strategy. Contact us today to discuss your SMSF's specific needs.

Contact Us for SMSF Services