Superannuation Warehouse is a specialist SMSF practice. We can service you with accounting, taxation, administration and audit services.

If Trustees made the decision to set up an SMSF, Superannuation Warehouse can execute the setting up of Trustees’ Fund. On an ongoing basis, we can also provide the accounting and tax for the Fund. In addition to this, we can also independently audit Funds if we do not act as the accountant. The suit of documents issued where a new SMSF is set up consists of the following:

  • Trust Deed
  • Model financial statements
  • Trustee minutes
  • Investment Strategy
  • Audit guidance

An individual can set up and maintain their own SMSF without the help (or cost) of any professionals. This is true DIY Superannuation.

All SMSFs, including DIY Superfunds must have an audit performed by an approved auditor before they can lodge their SMSF tax return. If you kept books and records for your SMSF and have a basic accounting knowledge, you will enjoy the task of preparing financial statements and a tax return. We guide you as much as we can. See our step-by-step instructions offering a true DIY Super option.

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