SMSF Tax Return & Audit Service

Self Managed Retirement Systems is not a registered tax agent and does not complete your annual return and audit. Instead we assist fund trustees with the preparation of the required documents and liaise with your preferred accountant or auditor.

Please Note:
As an Authorised Representative of Core Financial Services, we are not authorised to provide the following services:

• Legal or taxation advice
• Draft or amend an SMSF trust deed
• Provide administration services for the daily operation of an SMSF (these should be provided by an accountant or administration service). We can however facilitate the arrangement of these services
• Conduct financial and compliance audits on the SMSF
• Provide actuarial certificates or valuations for defined benefit funds
• Hold a Power of Attorney on a client’s account.