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.
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.
Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)
General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.