Self-Managed Superannuation Fund Accounting Support
Ongoing SMSF accounting and compliance support, including annual financial statements, ATO returns, investment records, bank reconciliations and audit coordination.
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SMSF Accounting Services
Ongoing accounting, compliance and record-keeping support for Self-Managed Superannuation Funds.
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Self-Managed Superannuation Fund Accounting Support
Managing a Self-Managed Superannuation Fund comes with ongoing accounting, lodgement and record-keeping obligations. CJG Services provides SMSF accounting support for trustees who want their fund records maintained clearly, reconciled regularly and prepared for annual compliance requirements.
Our SMSF accounting services are designed to help you stay organised throughout the year, not just at tax time. We can assist with the preparation of annual SMSF financial statements, maintenance of investment records, reconciliation of your SMSF bank account using the Class Super platform, and completion and lodgement of ATO-required returns, including the annual SMSF tax return and Business Activity Statements where required.
Ongoing SMSF Accounting and Compliance
CJG can assist with the key accounting and compliance activities required to keep your fund on track, including:
- Preparation of annual SMSF financial statements.
- Completion and lodgement of ATO-required returns, including annual tax returns and Business Activity Statements where applicable.
- Maintenance of investment records for assets such as property, shares and other fund investments.
- Ongoing reconciliation of your SMSF bank account using the Class Super platform.
- Preparation of required regulatory documents, including meeting minutes and trustee resolutions.
- Arranging and managing the annual external audit process.
Support for New SMSF Setups
If you are considering setting up a new Self-Managed Superannuation Fund, CJG Services can also provide guidance and information to help you understand the accounting and compliance requirements involved. SMSFs can offer greater control, but they also carry important trustee responsibilities, so it is important to get the structure, records and reporting process right from the beginning.
Where appropriate, SMSF trustees may also benefit from support across related areas such as tax compliance, tax planning, record keeping and reconciliations, and audit and assurance matters.
Contact CJG Services today for expert assistance with your Self-Managed Superannuation Fund accounting and compliance obligations.
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Frequently Asked Questions
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Contact usWhat does SMSF accounting involve?
SMSF accounting generally involves maintaining the fund’s financial records, reconciling bank and investment activity, preparing annual financial statements, and completing the ATO-required SMSF annual return.
CJG Services can also assist with supporting documents such as trustee resolutions, meeting minutes and audit-ready records.
Does my SMSF need to be audited every year?
Yes. SMSFs generally require an independent external audit before the annual SMSF return is lodged.
CJG Services can help prepare your fund records and coordinate the annual external audit process, while the audit itself must be completed by an appropriately registered SMSF auditor.
Can CJG Services lodge my SMSF annual return?
Yes. CJG Services can assist with preparation and lodgement of ATO-required SMSF returns, including the annual SMSF tax return and Business Activity Statements where required.
This service is usually supported by year-round record keeping, investment records and bank reconciliation work so the annual process is more organised.
What SMSF records do trustees need to keep?
SMSF trustees need to keep accurate records for the fund’s bank accounts, investments, contributions, expenses, member balances, trustee decisions and annual compliance work.
Good records make it easier to prepare financial statements, support the annual audit and meet ATO reporting obligations.
If I use an accountant, am I still responsible for my SMSF?
Yes. SMSF trustees remain responsible for running the fund and meeting their legal, tax and reporting obligations, even when they use professional advisers.
CJG Services can assist with the accounting, compliance and record-keeping work, but trustees still need to stay involved and make sure the fund is operated correctly.
Ready to take control of your finances?
Whether you need expert tax advice, audit services, or business guidance, CJG is here to help. Contact us today and let’s get started!
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