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SMSF Annual Administration and tax return

SMSF Annual Administration & Tax Return Services

We use Class Super to handle the complexity in investment transactions to prepare the SMSF annual account. Class Super is Australia’s first cloud-based SMSF administration solution. We provide you with an online portal to view your account details, such as investment movements, income and expenses.

We ensure the trustee acknowledges the latest changes in the super fund law (SIS Act), and be compliant to the regulatory body, Australia Taxation Office.

In our reporting package, we includes the reports that helps the trustee to understand every aspect of the SMSF

  • Financial Position Statement / Balance Sheet – it reflects the asset & liability of the fund
  • Financial Performance Statement / Operating Statement – it reflects the earning and expenses of the fund
  • Annual Tax Return
  • Detailed Members Statement – outlines the contribution, earning, expenses and benefits payments of each member
  • Detailed investment reports covering from holding, income, movements, realised gains and unrealised gains.
  • Actuarial certificate (if required) – this certificate is to use when there were combination of accumulation and pension balance during the year

With SMSF Solutions Australia, we specialised in administration and general technical support to our clients.

Our services

Record-keeping requirements

We offer mail house service for all your SMSF correspondece

Valuation

Value the fund's asset based on reliable and objective data

Track members balance

Provide members balance at your request

Lodge tax return

Lodge SMSF tax return with ATO

Event-based reporting

Handing all event-based reporting for SMSFs, such as TBAR and Superstream

Auditor appointment

Independent auditor or auditor of your choice

Dealing with auditor and ATO

We can handle all dealings with auditor and regulatory body

Client portal

Client portal to track contribution limit and pension history

We are here to answer any questions in relation to taxation and technical guidance in relation to SMSF. 

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SMSF SOLUTIONS AUS PTY LTD & THE BROOK HILLS TAX ACCOUNTANT PTY LTD AS PARTNERS FOR ARCH PARTNERS ABN 67 487 335 799; TAX AGENT REGISTRATION 26214880

General Advice Warning:

No Advice Express or Implied: The information presented on this website is of a general nature and has not been crafted to accommodate the specific objectives, financial situation, or individual needs of any particular investor. SMSF Solutions refrains from providing financial product advice or endorsing any financial products, either explicitly or implicitly. It is explicitly stated that SMSF Solutions neither recommends nor represents any financial product or service available through its platform, including those established for your SMSF upon becoming a client. 

Seek Professional Advice from a Financial Adviser: SMSF Solutions operates on a no-advice model and does not dispense financial, legal, or tax advice to clients. It is strongly advised that clients seek appropriate professional advice based on their personal circumstances. A licensed financial adviser can assess an individual’s situation and provide recommendations suitable to their financial needs. All information on the SMSF Solutions website is factual and general in nature, and therefore, reliance on it should be avoided. Trustees bear legal responsibility for all decisions made, even if advice is sought from a financial planner. While financial professionals can offer guidance and assistance, ultimate responsibility for the fund lies with the trustees.

ARCH PARTNERS and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.