
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
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Provide advice on set up, management, tax matters and compliance
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Set up of the fund and trust deed
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Establishment of a trust for a borrowing arrangement to acquire property
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Provision of minutes and documents re the establishment of the fund
Fund Administration
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Preparation of annual financial statements, including operating statement, statement of financial position, notes to financial statements
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Prepare individual member benefits statements including movements and member’s tax components
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Calculate minimum pension payments
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Audit of the fund by an approved SMSF auditor
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Prepare and lodge the fund’s income tax return
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Provide assistance to trustee’s with the preparation of the fund’s investment strategy and their reporting obligations
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Obtain actuarial certificates where required
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Provide pension commencement documentation
In conjunction with JKO Private Wealth Services division, we provide complete investment management, reporting and administration services to SMSF Trustees.

Other Services

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