We can assist with all aspects of Self-managed super funds (SMSFs) compliance requirements.

SMSFs are a way of saving for your retirement and as one of the biggest areas of investment it is critical to have a SMSF that works for you. Jahn Group can help setup and manage your funds compliance including preparation of financial statements and SMSF taxation returns.

Our complete service includes:

  • Fund establishment on an individual trustee or corporate trustee basis
  • A complete accounting, compliance, tax and reporting service for your funds
  • Rollovers/Set up of your own Fund
  • Binding Death Benefit Nominations
  • Account Based, Allocated and Complying Pensions
  • Lump Sum Withdrawals
  • Limited Recourse Borrowing Arrangements
  • 24/7 online reporting of portfolio valuations, performance, realised & unrealised gains
  • Live monitoring of contribution caps and pension limits
  • Pension administration, including commencement and commutation documents
  • Ongoing submission of transfer balance accounting reports (TBAR)
  • A full suite of financial statements, member statements and minutes completed annually
  • Annual independent audit and tax return lodgement

For more information contact us or book an appointment and find out more about how we can manage your accounting and taxation requirements. We would love to speak with you!

If you require additional financial advice beyond our limitations, we will happily refer you to a professional at our preferred financial planning and insurance advisory partners.