Tax Returns - Self Managed Super Funds

Self Managed Super Fund Administration and Tax is a specialist area.

With extensive experience in SMSF Administration and Tax, and licenced to provide both Financial Planning Advice and Taxation Advice, you can be rest assured that your best interests are being looked after, and that you are getting the most from your super fund.

If we currently assist you with the ongoing Administration of your SMSF, the SMSF Tax return is incorporated in the ongoing Service Agreement. The Audit of your Self Managed Super Fund is contracted out to third party SMSF Audit specialists. SMSFs invested in Cash & Term Deposits can expect their tax return and audit finalised by mid-August at the latest, if invested in a combination of Shares and Managed Funds finalisation will occur around mid-November.

At Urquhart Sexton Financial Planning we look at your Tax Return with expert eyes so you can look at other things. Contact us for more information on how you can get more from your Self Managed Super Fund.