Preparation of Annual Financial Accounting, Taxation and required Audit documentation for the year ending 30 June 2020 including:
- Summarising, reconciling and processing your banking and other financial records for the year
- Preparing your financial accounts including member statements
- Preparation and lodgement of your income tax return
- Review of all ATO correspondence received
- Attending to the application for an Actuarial (if required)
- Preparation of pension statements, reports and correspondence (if required)
- Maintaining, reviewing and updating your investment register
- Reviewing and advising you regarding the superannuation surcharge payable
- Reviewing your compliance for superannuation guarantee
- Checking your Superannuation Co-Contribution Payment Advice
- Arranging for completion of the fund audit
- Discussions with you regarding your investment strategies, retirement strategies, pension entitlements, ETPs and future taxation implications