Super Concepts
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AccountsPlus

AccountsPlus is Super Concepts SMSF year end reporting and compliance service, plus mailbox and quarterly reporting. This package has a simple fixed annual fee that is payable monthly and includes:


Daily services
     >    Daily processing of incoming mail for the fund (mailbox service)

Quarterly services
     >    Preparation and lodgement of business activity statements (BAS)
     >    Payment of any ATO liabilities from the fund’s cash management account
     >    Preparation of interim SMSF financial statements and schedule of outstanding requirements

End of financial year reporting and services
     >    Preparation of:
           -    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.

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 Fund Application form and forward to Super Concepts, contact details listed below. An Information Authority Letter must also be completed.

Postal address
AccountsPlus
Locked Bag 2008
FOREST HILL VIC 3131

Email
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Fax
03 9560 2438

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

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