At Scanlon Richardson Financial Group, our staff have over 25 years of experience in the superannuation and accounting industry and provide quality professional services at competitive rates.
Our SMSF team is highly skilled and will work with you to establish your SMSF as well as provide a full ongoing SMSF administration and taxation service.
Setting up and self-managing your own super fund means that you want to have an active influence on your superannuation. You want control and are proactive in maintaining your investments. Once a super fund is set up there are many things that may affect the advice that we give you or the instructions that you give us over the course of its life. Indeed, there are many changes to your retirement that we can help you with, in conjunction with our financial planning arm.
We will prepare the superannuation fund's accounts for the purposes of the Superannuation Industry Supervision Act 1993 (the SIS Act). However, this service does not cover any inquiries or investigations by the ATO. We also prepare and lodge the SMSF annual return, year-end financial statements, including member benefit statements, and Activity Statements if applicable. It is important to note as part of the regulatory framework for SMSFs, an annual audit of the fund must be undertaken and provided to the trustees of the fund before the SMSF annual return is lodged. In addition to the basic financial information required to complete these requirements, it is expected that the source documentation will be available to allow this firm to analyse the implications of any superannuation related transaction.
With respect to the annual audit of the SMSF referred to above, this office will make arrangements for the audit to be undertaken by an external party, whereby you will be billed directly and liable for the associated costs. You should also note that the deeds of the fund should be annually reviewed by a superannuation specialist to ensure they continue to comply with the requirements of the SIS Act. Our engagement does not extend to the provision of such legal advice and our fee does not include this service. Our fee also does not include financial planning services for the investments of the superannuation fund or for any planning advice for your future retirement planning needs.
*We are not licenced to provide financial product advice; however, we will work alongside trustees and their authorised financial planner to help you achieve your goals.
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