Self-Managed Superannuation Fund

Managing an SMSF requires a lot of work. At JKO Accounting, we assist and help in the preparation of self-managed superannuation funds.

Self-Managed Superannuation Fund

The compliance requirements for Trustees can be extensive and JKO can assist in the following areas:

Fund Establishment

Provide advice on set up, management, tax matters and compliance
Set up of the fund and trust deed
Establishment of a trust for a borrowing arrangement to acquire property
Provision of minutes and documents re the establishment of the fund

Fund Administration

Preparation of annual financial statements, including operating statement, statement of financial position, notes to financial statements
Prepare individual member benefits statements including movements and member’s tax components
Calculate minimum pension payments
Audit of the fund by an approved SMSF auditor
Prepare and lodge the fund’s income tax return
Provide assistance to trustee’s with the preparation of the fund’s investment strategy and their reporting obligations
Obtain actuarial certificates where required
Provide pension commencement documentation

In conjunction with JKO Private Wealth Services division, we provide complete investment management, reporting and administration services to SMSF Trustees.