SMSF Tax Return
Growing wealth. 1 year at a time.
Super Fund Tax Return
Super Funds (SMSF) 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
Do My Tax !!!
Because TAX logic understand that it is not always possible to take time off from work to go see your Accountant, we made Tax Service easier for you:
1. Mobile Tax Agent - our mobile tax agent service means we come to you (your home or office)
2. Online Tax Agent - email us your tax documents as a pdf or excel file for fast affordable tax service
TAX logic are a team of online & mobile tax agents offering both business and after hours services for Self Managed Super Fund (SMSF) Tax Return preparation.
All TAX logic tax agents hold either Chartered Accountant or CPA qualifications.
TAX logic are a team of online & mobile tax agents offering both business and after hours services for Self Managed Super Fund (SMSF) Tax Return preparation.
Tax Service just got easier...