National SMSF Accounting and Tax Agent Services for SMSF trustees, Accountants, Tax agents, Administrators and Financial planners Whether you manage your own SMSF or dozens for your clients, two things matter most – control and compliance. You want to stay on top of things. But not get buried under paperwork. You want reports to be...
What is a Supervisory levy or SMSF Super Levy? Supervisory levy or SMSF Super levy is charged by the tax office to each self-managed super fund every year to monitor the compliance of the SMSF sector. How much do I need to pay? How much smsf super levy need to pay depends on if its...
A Self-Managed Super Fund (SMSF) is a private superannuation fund that gives individuals full control over how their retirement savings are managed. But with that control comes responsibility. SMSFs must meet strict tax laws, reporting obligations, and audit requirements. That’s where things can quickly become overwhelming. SMSF outsourcing means handing over specific tasks – like...
Lodging your SMSF Annual Return (SAR) is more than just ticking a box – it’s a vital responsibility. Missing deadlines can result in ATO penalties, impact your fund’s compliance, and even lock you out from making contributions. This guide walks you through what the SAR includes, the deadlines based on different scenarios, and how to...