accounting services

Accounting & Taxation

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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