We take a collaborative approach, working with trustees and investment advisors to give assistance, advice and guidance as required.
Provision of SMSF Trust Deed
Establishment of corporate trustee (recommended)
Provision of membership applications
Preparation of ABN, TFN and GST registration (as applicable)
Assistance with rollovers from other superannuation funds
Annual Financial Statements
Annual Member Statements
SMSF Income Tax Return
Preparation of PAYG Payment summaries (if applicable)
Provision of trustee minutes
Provision of pension agreements
Valuation of pension commencement balance and taxation components
Monitoring and communication of annual pension obligations
Provision of Actuarial Certificate
AKD Accounting is not able to provide audit services to SMSF's. However, in order to meet the annual compliance obligations of the fund we refer this work to suitably qualified and independent auditors outside of the firm.
Support and Advice
Legislative advice to referring partners and trustees
Updates on significant changes to SMSF rules / requirements.