SMSF Annual Returns

AAS’ SMSF annual return service assists, advisers, accountants and clients in preparing, their SMSF accounts and tax. If required AAS can also assist in arranging the audit and lodging the return.

As part of the service, AAS can also assist with providing the necessary annual trustee minutes and other compliance documents that need to be completed such as pensions documents, investment strategies, work test declarations, and PAYG lodgments.

As an annual service, the Trustees and advisers typically collect all the fund information such as bank accounts, investment reports, tax statements and upload this into the client portal. AAS then processes the information and prepares the return.

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