SMSF Compliance

Are you considering a Self-Managed Superannuation Fund? We can help you make sense of this heavily regulated and complex area to ensure you are well-positioned for retirement.

Our specialist superannuation team can provide Self-Managed Superannuation Fund’s (SMSF’s) with a comprehensive compliance service.

Accru Melbourne’s compliance services include the following:

  • Processing of fund transactions in our specialist superannuation software product ‘Class’
  • Preparation of the funds financial statements
  • Preparation of annual compliance returns
  • Oversee completion of the financial and compliance audit of the fund
  • Preparation and lodgement of the fund’s income tax return
  • Lodgement of Transfer balance account reports (TBAR) where required to the ATO under event based reporting for new account-based pensions commenced by members
  • Maintenance of fund records
  • Guidance on procedures to establish a SMSF, including assisting with set-up of trust deed, advice on appropriate trustee (s) and registrations with the Australian Taxation Office.

Contact our Super Specialists today on (03) 9835 8200 or alternatively fill out the form below and we will be in touch.

SMSF Compliance Specialists
Nick plays a key role in superannuation & tax planning for many clients across the firm to ensure that they achieve the best possible outcome/strategy for their situation.
Have enough to retire?
Do you know the benefits of an SMSF? Or need clarity on your Superannuation Fund? Let our specialists provide you with the super solutions you need!

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We can help you make sense of this heavily regulated and complex area to ensure you are well-positioned for retirement.


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