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 


At KJB 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.