As Certified Practicing Accountants and Registered Tax Agents, Investment Strategists Accounting Services offer a full range of accounting and taxation services.
- Self-Managed Superannuation Tax Returns & Lodgement
- Individual Tax Returns & Lodgement
We work with a fully integrated SMSF solution to provide an end-to-end service to our clients which includes the establishment of an SMSF; administration; management, reporting and lodgement of the SMSF tax return eliminating the need for third-party software integration.
Accounting Services Available
On a daily basis we are able to monitor and track:
- Minimum and Maximum pensions
- 2 Concessional contributions caps
- 2 Non-concessional contributions caps
- Capital Gains Tax caps
- Instant member balances include Investment value
- Daily income allocation
- Daily transactions
- Investment Policy Statements (investment Strategy)
We engage an independent SMSF specialist and registered ASIC approved Auditor whose role is to carry out a financial and compliance audit of the fund’s operation. The Auditor will provide an opinion on the status of the fund, including a professional assessment of the Fund’s compliance. Sorting and lodgement of the SMSF tax return eliminating the need for third-party software integration.
Individual Tax Returns
We can assist our clients and their families with the preparation and lodgement of individual tax returns.
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