Superannuation

At A.Savva & Associates, we can also provide detailed advice and assistance in setting up your Self Managed Super Fund. We can assist you in areas of superannuation and estate planning (along with our advisers), such as accounting, taxation, account based pensions and in-house asset rules and any other regulatory compliance required for the functionality of your self managed superannuation fund.

All self managed superannuation fund trustees are required to have financial statements prepared, lodge income tax & regulatory return and other relevant statements with the Australian Taxation Office each year.

The trustee must all ensure the self managed superfund is audited each year by an approved auditor. The audit covers both financial statements audit and compliance audit. The findings of the audit must be reported on the income tax & regulatory return. We can provide you with all of the above services, which include the compilation of a full set of financial statements, preparing the income tax & regulatory return, other relevant statements and audit of self managed superfund. When you use A.Savva & Associates, you can be assured the highest level of services. Our team are qualified accountants with specialist knowledge, expertise and skill in self managed superannuation fund reporting.

Here's what we will do:

  • Prepare of annual financial statements, including operating statement, statement of financial position, notes to financial statements
  • Prepare and lodge the fund's annual return (income tax return), calculate and advise of tax liability or tax refund due
  • Audit of the SMSF by an approved auditor
  • Prepare member benefits statement, which contains member's tax components
  • Facilitate obtaining of an actuarial certificate where required
  • Manage communications and correspondence with Australian Taxation Office
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