SMSF Taxation & Compliance

The Totally Super team can support you in the completion of your annual taxation and compliance obligations. We will act as your guide through the requirements of the year end SMSF return and inform you of any ancillary documentation that also needs to be completed. Our mission is to make this process as seamless as possible and we will collaborate with you, your financial planner and any other key advisors to safeguard you so the required standard of reporting is achieved.

• Financial Statements & Returns

1. Annual Financial Reports
2. Members Statements
3. Income Tax & Regulatory Return

• Annual Documentation

1. Trustee minutes
2. Death benefit nominations
3. Any other documentation

• Prepare Member contributions & withdrawal documents
• Annual pension calculations & PAYG instalments

1. Calculations based on account based pension or Transition To Retirement (TTR) pension
2. Prepare individual members PAYG summaries
3. Prepare the Annual PAYG summary report for the ATO

• We will liaise with an independent ASIC registered auditor and provide them with the information they require in order to issue an audit certificate on your fund's compliance
• Assist in determining the market value of fund assets
• Organise an actuarial certificate on your behalf through our trusted provider