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SMSF Annual Accounts

19 May 2020

Ensuring your Self-Managed Super Fund (SMSF) is compliant with regulatory obligations is essential, and preparing annual financial accounts is a key part of this. GMD Advisory specializes in preparing detailed, compliant annual financial statements for SMSFs, helping trustees stay on top of their reporting requirements while ensuring accuracy and clarity.

Comprehensive Annual Accounts for SMSFs

At the end of each financial year, SMSF trustees must prepare comprehensive financial statements and have them audited in compliance with the Superannuation Industry (Supervision) Act (SIS Act). GMD Advisory prepares these annual accounts, utilizing industry-leading technology to deliver precise, timely financial reports and arranges the audit by our independent auditor. Our team generates reports that include investment summaries, member balances, trust resolutions, income statements, and balance sheets, all accompanied by relevant notes.

Our services ensure that every aspect of your SMSF’s financial standing is clearly documented, giving trustees full transparency over their fund’s performance and compliance status.

Tailored Solutions for Every Setup

Whether your SMSF financial records are kept manually or through specialized software, GMD Advisory can assist in streamlining your annual reporting process. We provide tailored solutions to fit the needs of each SMSF, ensuring that all information is accurately collated and reported. Our goal is to ensure your fund’s annual accounts are complete, compliant, and easy to understand.

Third-Party Valuations and Actuarial Certificates

In addition to preparing your annual accounts, GMD Advisory can facilitate third-party valuations and actuarial certificates, should they be required. These independent valuations are often needed for certain asset classes, and we make the process simple by coordinating with trusted third-party valuers. Our team also commissions actuarial certificates when necessary (for funds in pension phase), ensuring that your SMSF remains compliant with all regulatory requirements.

Ensure Your SMSF is in Good Hands

At GMD Advisory, we take the complexity out of SMSF annual reporting. With a focus on accuracy, compliance, and efficiency, we help trustees meet their obligations with confidence. Contact us today to ensure your SMSF annual accounts are prepared with precision and professionalism.

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Gold Coast, Qld —
71  Davenport St
Southport QLD 4215

gmdadvisory.com.au

07 5628 0112

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DISCLAIMER: The work performed BY GMD ADVISORY for you is undertaken in accordance with the Tax Agent Services Act 2009. The Tax Agent Services (Code of Professional Conduct) Determination 2024 requires us to make the following disclosures: 1) There have been no matters that could significantly influence your decision to engage us for Tax Agent Services since REPORTING REQUIREMENTS BEGAN ON 1 July 2022. 2) To provide Tax and BAS services, an agent must be registered. The Tax Practitioners Board maintains a register of tax and BAS Agents that can be accessed and searched on The TPB PUBLIC REGISTER 3) If you have a complaint about our service, you can take the following steps to resolve this situation: i) Please contact the individual working with you first with all details of your complaint by email. ii) If they cannot resolve your complaint within 5 business days, please escalate this matter by email to OUR DIRECTORS – MATTHEW DICKER AND MEGAN SCHMIDT WHO will attempt to resolve your complaint within 10 business days. iII) If you are unhappy with our proposed outcome, you can then ESCALATE YOUR complaint to the Tax Practitioners Board.

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07 5628 0112
gmdadvisory.com.au
07 5628 0112
gmdadvisory.com.au