Bundle Tax Lodgement With Administration and Audit Services
If you use our administration services, we can also act as the tax agent to lodge your fund’s annual SMSF tax return.
We can bundle tax agent services with your administration package for the most cost-effective options.
- Tax Agent services are included in the cost for our Daily Plus package
- Tax Agent services can be added to the Daily package for just $352 (which includes Quarterly BAS and end of year return lodgement)
- Tax Agent services can be added to the Annual package for $176 (which includes only the end of year return lodgement)
The Daily and Annual packages include a pro-forma tax return. It will help you if you are doing your own lodgement.
If you use our audit services, we will refer you to an independent SMSF auditor, ensure all your documentation is in order, and coordinate audit and tax office requirements.
See here for a complete list of our services and fees.
And here is some more good news. Even if you have an SMSF tax problem or taxes are owing, we can help you sort it out.
- We will deal directly with the ATO on your behalf
- We will keep them informed about progress towards meeting deadlines and when we expect to finish
If you are an accountant or financial adviser to SMSF funds, download our expression of interest form or start an order to discuss handling your funds’ SMSF tax returns.