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OUR SERVICES

Superannuation

We provide ongoing accounting and compliance support for Self-Managed Super Funds, including maintaining records, preparing and lodging annual tax returns, and arranging the fund's annual audit.

Self-Managed Super Funds

We provide ongoing accounting and compliance support for Self-Managed Super Funds, helping you keep your fund's records and reporting up to date. From maintaining your accounts in BGL Simple Fund 360 to preparing tax returns, lodging required reports and arranging the annual audit, we help you meet your fund's ongoing obligations.

Who this is for

Self-managed Superannuation Funds

BGL Simple Fund 360 Support & Records

Annual SMSF Tax Return Preparation & Lodgement

TBAR Preparation & Lodgement

SMSF Compliance Support

Annual Financial Statement Preparation

Annual SMSF Audit Arrangements

BAS & PAYG Preparation & Lodgement

Contribution & Pension Reporting

Our process

01
Understand

We start with your situation, structure and goals — no assumptions.​

02
Maintain

We keep your fund's accounting records up to date through BGL Simple Fund 360 and record contributions, pensions and other transactions.

03
Prepare

We prepare the fund's annual financial statements, tax return and any required reporting, including TBARs, BAS and PAYG obligations.

04
Audit & Lodge

We arrange the annual independent audit, address any queries and lodge the fund's required returns and reports.

Ready to talk about your finances?

Reach out for a conversation about tax, accounting or business advisory support. We will come back to you within one business day.

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