FAQ - About the Work / May 21, 2025

How do I know what SMSF documents to provide?

smsfengine
Share
Share Share Share Share

SMSF document requirements are generally the same as what your clients already provide.
To get started, we typically need the trust deed, prior year accounts, member details, tax return, and annual financial information.

We provide a tailored checklist to guide you through exactly what’s required based on the specific fund profile.

Similar Posts