appointment

 Due to the COVID-19 restrictions in Victoria access to our office is currently limited, however we are continuing to operate.

Best way to get in touch at present is via telephone on (03) 9399 7288 or email (either to your accountant directly or to jstebbing@kjbaccountants.com.au )

 

 

 

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Compliance for Self-Managed Superannuation Funds

Running your own self-managed superannuation fund can be an administrative burden and the potential pitfalls can be significant.  

The ongoing requirements include:

  • Preparing annual financial accounts and members statements
  • Lodging annual tax returns
  • Having the accounts audited annually
  • Recording appropriate minutes and resolutions
  • Periodically revaluing assets to reflect market values
  • Periodically reviewing the Investment Strategy
  • Ensuring annual contribution caps are not exceeded
  • Ensuring annual minimum pension requirements are met
  • Ensuring the onerous SIS Regulations are adhered to 

AKJB Accountants & Business Advisors we can provide the ongoing service and expertise to ensure the compliance and taxation requirements of this highly attractive structure are met. 

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