Whether you're setting up a new SMSF through Selfmade or transferring your existing SMSF to us, you'll first need to register with Selfmade. Once you’ve set up your account, there are a few compliance obligations that you need to go through with. We can assist you with this process, helping you lodge forms online and providing support where needed.
The facts
Compliance obligations for SMSF trustees involves:- Preparation of an annual balance sheet
- Preparation of an annual profit and loss statement
- Preparation of an annual profit and loss statement
- Preparation of annual member statements
- Preparation of annual trustee resolutions and minutes
- Preparation and lodgement of an annual income tax return
- Preparation and lodgement of an annual audit.