Accounts is Super Concepts SMSF year end reporting and compliance service. The fee for this package is dependant on the number of investments held in the fund and includes:

Fund Establishment (including transfer)
End of financial year reporting and services

     >    Preparation of:
             -    End of financial year compliance checklist
             -    Member benefit statements
             -    End of financial year compliance checklist
             -    Member benefit statements
             -    Trustee Annual Report to members
             -    Financial statements
             -    Fund income tax and regulatory return (fund financials) 
             -    Trustee Financial year end reporting documentation
     >    Independent audit by an SMSF expert
     >    Audit certificate provided to the Trustee

Cost
Click here for the fee schedule.


Tools for completing the Annual Return
Completion Assistance Tool (CAT) 2010
Completion Assistance Tool (CAT) 2010 Guide

Getting Started
New funds
Download and complete the Super Concepts New Fund Application form and forward to Super Concepts, contact details listed below.

Existing funds
Download and complete the Super Concepts Transfer Application fom and forward to Super Concepts, contact details listed below. An Information Authority Letter must also be completed.

Postal address
Accounts
P O Box 182
FOREST HILL VIC 3131

Email
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Fax
03 9560 2438

Accounts Brochure
Click here to view or download the Accounts Brochure.