Self Managed Superannuation

Morris & Batzloff provide a comprehensive accounting service for self managed superannuation funds, including:

• Preparation of annual financial statements in accordance with applicable accounting standards.
• Preparation of annual income tax return.
• Calculation and preparation of annual members' benefits statement setting the value and nature of the member's retirement funds.
• Establishment and on-going updates of fund asset and investment registers.
• Preparation of trustee resolutions and minutes.
• Attending to the annual audit of the fund.
• Calculation of annual pension entitlements.
• Assistance with creating trust deeds, appointing trustees and attending to Taxation Office registrations.

Liability limited by a Scheme approved under Professional Standards Legislation.