Rogerson Kenny Business Accountants and Future Planners Financial Services are launching an exclusive series of information sessions designed to provide attendees with the latest insights and updates from our collective professions and practices. Read More
Stay on top of your obligations
More and more people are attracted to the idea of the hands-on control that comes with Self Managed Super Funds (SMSF's). But with more control comes more responsibilities and a considerable workload.
SMSF's give you more freedom than traditional superannuation funds to shape the future of your retirement finances. However, there are strict rules regulated by the ATO that you, as a SMSF trustee or director, must abide by.
We'll get you organised
At Rogerson Kenny Business Accountants our team of expert accountants have handled SMSF's since they first became a superannuation choice in the 1990s. With our knowledge and experience we guarantee that our clients always meet their obligations and stay on top of changes to SMSF regulations.
We offer many different compliance options, including daily processing of your transactions with daily asset valuations, quarterly statements and of course annual statements. Further, we can also provide a true administrator service and take care of the complete running of your SMSF, including offering a mail house service.
However, it is wise to consider the assistance of a SMSF accountant to ensure that you follow the regulations laid down by the ATO, be kept abreast of legislative changes and take advantage of many of the popular strategies employed to have your SMSF running as efficiently as possible.
Simple, fast and accurate
When working with Rogerson Kenny Business Accountants we assist you with timely preparation of the following reports, including, but not limited to:
- Statement of financial position.
- Profit and loss statement.
- Member reports.
- Investment strategy reports.
- Trustee resolutions and minutes.
- Annual tax return preparation & lodgement.
- Death benefit nomination forms.
- Independent auditors report.
- Investment summary report.
- Detailed schedule of fund assets and historical acquisitions and disposals of assets.