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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.

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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.

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Other Services

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Business Advisory 

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Accounting and Audit 

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Taxation 

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Bookkeeping

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Business Support

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CALL US NOW ON
1300 889 298
OR
OUR OFFICE ON 
03 9939 7286
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