(08) 9381 4444 rstark@smrspl.com.au

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.


37 Blythe Avenue   Yokine WA 6060 

Mail   PO Box 2214, Yokine South WA 6060    Email rstark@smrspl.com.au
Phone  (08) 9381 4444   Fax  (08) 9380 4051

Robert Stark CFP AR 239489 & Self Managed Retirement Systems Pty Ltd CAR No 240331
are Authorised Representatives of  Core Financial Services Pty Ltd, ABN 91 607 163 646
AFSL No 480009 Principal Address: 121 Meadowbank Ramble, BULLSBROOK WA 6084

The information contained in this website does not consider your personal circumstances and is of a general nature only.
You should not act on it without first obtaining professional financial advice specific to your circumstances.