SMSF Tax Return

Super Fund (SMSF) Tax Services - Tax Agent Sydney

Investing in your own Superannuation Fund offers increased flexibility of Investment decision as well as incentives of lower tax rates. However, it is not without its responsibilities, which include:

• Lodging an Annual SMSF Tax Return
• Prepare Statutory Annual Financial Statements
• Maintaining Member Account Balances
• Appointing an Auditor to complete the Annual Audit
• Maintaining records for up to 10 years
• Prepare Statutory Annual Minutes of meetings of the SMSF
• Preparing & maintaining the SMSF Investment Strategy

TAX logic will fulfill all your statutory Accounting requirements to ensure your Self Managed Super Fund (SMSF) is treated as complying for income tax purposes

The SMSF Tax Pack

TAX logic provides assistance to new Self Managed Super Fund (SMSF) owners aware of their responsibilities but not sure how to go about it:

• We can assist setting up your Super Fund
• We can prepare your SMSF cashbooks for you
• We will analyse all Complex Trust Distributions for you
• We will maintain your Capital Gains Tax register for you
• We will reconcile all SMSF Investments
• We will calculate  your Member Account Balances
• We will fulfil all your Statutory Accounting Requirements
• We will ensure your Super Fund is audited and is tax compliant
• We will prepare & lodge the SMSF Tax Return

Whatever your tax query, TAX logic will take the time to work through your concerns, lodging your SMSF Tax Return accurately and on time.

SMSF Accounting Software

TAX logic provides assistance to new Self Managed Super Fund (SMSF) owners aware of their responsibilities but not sure how to go about it:

• For smaller SMSF Funds we use Reckon Elite SMSF Ledger
• For larger SMSF Funds we use BGL Simple Fund 360

The BGL Simple Fund 360 software is a data importing software package designed specifically for SMSF share investments and working out Member Balance calculations.