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.