SMSF Rules

SMSF Administration

Ongoing SMSF Compliance Advice

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Our SMSF tax team is constantly monitoring changes to superannuation legislation, taxation, and employer obligations. We help you prepare necessary documentation for your super fund tax returns to meet super due dates, ensuring compliance and maximising your super fund's benefits.

Rise Accountants manages the following for our super fund clients:

• Preparation of annual financial accounts, including profit and loss statements, balance sheets, and members’ statements

• Preparation of income tax returns

• Facilitating independent audits for financial statements and income tax returns

• Pension establishment administration

• Super transfer balance account reporting

• Facilitation of SMSF borrowing process administration

• Facilitating the setup of the Super Fund

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Our Network of Trusted Financial Advisors

Before setting up a Self-Managed Super Fund, we recommend speaking with a qualified, licensed financial advisor. We've built a network of trusted professionals across various industries and services. Contact us for a referral to our preferred SMSF investment advisors.

SMSF Administration Services

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Upon advice from your financial advisor, we assist with the administration needed to establish and maintain your SMSF.

Superannuation Audits

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Rise Accountants prepares the required files and supporting documents for independent auditors before lodging returns, ensuring audit compliance.

Preparation and Lodgement of Financial Documents

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Our SMSF administration team can prepare and lodge necessary financial statements and tax returns for your SMSF account, including annual financial statements, tax returns, business activity statements, binding death nominations, investment strategy documents, and facilitating actuarial certificate preparation.

SMSF Pensions

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We ensure compliance with minimum pension standards set by the Australian Taxation Office, helping you meet these requirements seamlessly.Make the Switch to Rise Accountants for Your SMSF Accounting, Tax and Administration. Speak with one of our self-managed super fund team members at Rise Accountants today.

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