Streamline Your SMSF with Expert Accounting Services
We understand that managing a Self Managed Super Fund (SMSF) is about more than just having control over your retirement savings—it’s about making informed decisions without getting bogged down by accounting tasks that come with being a trustee.
At BIS Super, our SMSF accounting services are designed to provide you with expert advice needed to ensure your fund runs smoothly and compliantly, while you stay focused on your financial goals and get the best out of our fund.
Comprehensive SMSF Accounting Services
Managing your SMSF’s accounting comes with significant responsibilities. From maintaining accurate financial records to complying with superannuation legislation, it can be a daunting task for trustees. Our mission is to lighten that load by handling the complex aspects of SMSF accounting for you, including:
- Financial Statement Preparation: We ensure your fund’s financial statements are up to date and accurate, giving you a clear picture of your fund’s performance.
- SMSF Tax Returns & Reporting: We prepare and lodge your SMSF’s tax returns, ensuring compliance and optimising tax outcomes. Stay compliant with timely and precise tax reporting, tailored to meet all ATO requirements.
- Trustee Minutes: We take care of the essential documentation required to maintain your SMSF’s legal standing.
- Annual Audit Coordination: We arrange an independent external audit of your SMSF, ensuring it meets all necessary compliance requirements.
With constant changes to superannuation legislation and ATO reporting, it’s more important than ever that your SMSF’s financial records are up to date, accurate and available to you.
Transparent and Predictable Fees
At BIS Super, transparency is key. We offer a fixed fee structure, quoted upfront, so you know exactly what your fund will be paying, with the added flexibility of paying on a monthly, quarterly or annual basis.
Our fees are not determined by the size of your fund or the number of investments it holds, giving you peace of mind and financial predictability.
Annual Trustee Meetings
As part of our commitment to your SMSF’s success, we include an annual trustee meeting in our service. This meeting is a chance to:
- Review Fund Performance: We’ll go over your fund’s financial health and discuss any necessary adjustments.
- Update Compliance Status: Ensure your fund is remaining compliant with the latest ATO and superannuation legislation.
- Refine Your Strategy: Adjust and tailor your SMSF strategy to reflect any changes in your financial goals or personal circumstances.
Our annual trustee meeting is more than just a review—it’s a strategic discussion focused on your future.
Why Choose BIS Super?
With years of experience in SMSF accounting, BIS Super’s team of dedicated SMSF Specialist Advisers are committed to helping you achieve your financial goals. We offer tailored SMSF accounting that keeps your fund compliant, and ensures your retirement portfolio doesn’t just grow, but thrives.
Gain peace of mind knowing that your fund is in capable hands, so you can focus on what matters most to you.
