Preparation of audited year-end financial reports

A requirement of all Self-Managed Superannuation funds is to provide end of year financial reporting to the Australian Tax Office (ATO). Just like your tax return, the ATO needs to ensure proper and accurate tax and super records are kept. Romanis Cant have decades of experience as trustees of SMSF, providing compliant, independently audited and thorough year-end financial reports that meet all SMSF requirements.

We prepare and submit:

• Operating statements, profit and loss, and statement of financial position (balance sheet)
• Member statements
• Tax returns, including any GST and BAS requirements
• Investment Reports
• Investment summary and income reports
• Investment disposal reports
• Minutes of meetings and resolutions of trustees

Preparation & Lodgement of Superannuation income taxation returns

Self-Managed Super Funds are a financially complicated and special form of trust, designed and structured to hold retirement savings. This means any financial reporting, including preparing and lodging of tax returns, requires special expertise, time and care to complete to the standards required by the Australian Tax Office (ATO).

Keep track of your investments and tax requirements with ease. Our experienced team can take your financial records and complete your Self-Managed Super Fund tax return for you, and submit it electronically to the ATO. If your SMSF has GST requirements, we can prepare a Business Activity Statement (BAS) in addition to your tax return.

Liaising with auditors and actuaries

Maximise your Self-Managed Super Fund investments by working with a team of experts who want to achieve your retirement goals. Romanis Cant have over 30 years of experience in managing Self-Managed Super Funds. We know how tricky and complicated they can be to setup and maintain.

Because we want your fund to meet your financial goals, we work closely with independent auditors, to ensure all compliance and regulatory requirements are met. We also work with accredited SMSF actuaries when preparing your tax return, to ensure the actuarial certificate provides correct verification of what percentage of the fund’s income can be exempt from tax.