Superannuation

SMSF Accounting, Taxation and Compliance

Let the experts at Gisborne Accounting, manage your compliance so that you can relax and focus on investing and growing the wealth within your SMSF.

Making sure your fund remains compliant can be complex. A breach of SIS regulations can result in tough penalties. We will handle compliance and paperwork associated with your SMSF – giving you peace of mind.

We provide the following services for SMSF Trustees:

• Complete bookkeeping,
• Reconciliation of Member balances,
• Analysis of investment performance,
• Preparation and lodgement of Annual Return with the tax office,
• Preparation of Member Statements,
• Investment tracking,
• Ongoing tracking of components of Member balances.

We arrange the audit of your fund by an independent auditor, so  you can rest assured that our work is completed to the highest standards.

For funds in the pension phase, we also offer:

• Calculation of minimum/maximum pension payments for funds in the pension phase
• Preparation and lodgement of Transfer Balance Account Reports upon commencement of pensions
• Actuary's Certificate of exempt income under s. 295-390 of the Income Tax Assessment Act 1997, obtained from an independent actuary