Annual fund income tax return
Preparation and lodgement of the fund's annual return and all other tax compliance matters.
Self managed superannuation in Sydney CBD
SMSF compliance handled by specialists.
Superannuation is part of the government's plan to ensure an adequate income for individuals by encouraging them to save for their retirement. Forrester Korfiatis can assist you with the taxation and accounting compliance of your self managed superannuation fund.
Services we offer
Forrester Korfiatis offers specialist superannuation advice in relation to the taxation compliance and the accounting compliance of your fund, together with the audit and assurance the fund needs each year.
- Taxation compliance: preparation of the annual income tax return for the fund and all other tax compliance matters
- Accounting compliance: preparation of the annual financial statements including member statements
- Audit and assurance services for self managed superannuation funds
SMSF services
Everything the fund needs each year
Financial statements and member statements
The annual financial statements for the fund, including a statement for each member.
SMSF administration and compliance
Ongoing administration and compliance for the fund through the year.
Audit and assurance
Audit and assurance services for self managed superannuation funds.
Superannuation tax strategies
Superannuation tax compliance advice and strategies as part of wealth creation and management.
Estate planning and asset protection
Trusts, asset protection and estate planning alongside the fund.
Good to know
Self managed super questions
The annual income tax return for the fund, the annual financial statements including member statements, and any other tax compliance matters that arise.
Yes. Audit and assurance services for self managed superannuation funds are part of our accounting work.
Yes. Superannuation tax compliance advice and strategies sit within our wealth creation and management services.
We commit to a targeted time frame from the outset for every assignment. Ask us at the first consultation and we will tell you what applies to your fund.
Free, no obligation quote
Let us tell you more about your fund.
Schedule a consultation and a partner will walk through what your self managed superannuation fund needs this year.