Preparation and lodgement of quarterly Instalment Activity Statements or Business Activity Statements.

Documentation to commence pensions from the SMSF including account based pensions, transition to retirement pensions and term allocated pensions. Typically includes minutes, product disclosure statements, member requests, and reviewing of the trust deed to ensure compliance.

Documentation to convert existing allocated pensions into account based pensions. Typically includes minutes, member requests, product disclosure statements, and reviewing of the trust deed to ensure compliance.

Documentation relating to lump sum withdrawals (not relating to pensions) made by fund members. Typically includes minutes, member requests, and reviewing of the trust deed to ensure compliance.

Preparation of ‘Notice of intent to claim a tax deduction for superannuation contributions’ when personal tax deductible superannuation contributions are made by members. 

Acknowledgment of receipt of personal tax deductible contributions made by fund members.

PAYG Withholding registration (when required) 

Preparation of PAYG summaries and annual PAYG Summary Statement (when required)

TFN declarations 

Small business exemption election forms relating to Capital Gains tax concessions for proceeds in relation to the sale of a small business contributed into superannuation.

Winding up your SMSF and finalising all lodgement requirements with the relevant bodies.