Self-Managed Super Fund (SMSF) Services

At Adam Hoskins Chartered Accountant, we specialise in the SMSF space. Whether you are looking at setting up a SMSF or you already have one, we have a wealth of knowledge and can provide you with a tailored solution. In doing so, we offer the following services:

  • SMSF Deed Establisment
  • Bare Trust Establishment for Limited Recourse Borrowing Arrangements (LRBA)
  • Deed Amendments
  • Tax Return Preparation
  • Business Activity Statement (BAS) Preparation
  • Financial Statements Preparation
  • Member Benefit Statements and Year End Documentation
  • Administration
  • Compliance Audit
  • Assistance with Pension Compliance
  • Annual Lodgement of ASIC Return

Disclaimer

JAAG accounting Pty Ltd does not provide financial or legal advice. Before setting up an SMSF it is imperative that you seek out appropriate advice and make proper deliberations. JAAG accounting Pty Ltd can align you with the relevant professionals for assistance with super rollovers and insurance requirements if you do not have a financial adviser already.

Thinking about setting up a SMSF? Get in touch today.