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Self-Managed Super Fund Compliance

Managing your Self-Managed Superannuation Fund (SMSF) can be complex, but Willis Partners simplifies the process with our comprehensive compliance solutions. Here’s a closer look at the services we offer to ensure your SMSF remains compliant and operates smoothly:

Financial statement preparation

We provide detailed and accurate financial statements for your SMSF, offering a clear picture of its performance and financial health. These statements are essential for tracking fund activity, making informed decisions, and meeting regulatory obligations.

Income tax return preparation

Our team handles the preparation and lodgment of your SMSF’s income tax return, ensuring compliance with Australian tax laws. We meticulously review your fund’s financial activities to identify eligible deductions and minimise your tax obligations.

Preparation of other statutory documentation

Compliance with SMSF regulations requires various statutory documents. We prepare all necessary documentation, such as trustee resolutions and member contribution reports, to ensure your fund operates within legal requirements.

Liaise with External Auditors

Our team liaises with an appointed external SMSF auditors who conduct a thorough review of your fund’s books and records, verifying compliance with regulatory standards. This ensures transparency and safeguards the integrity of your SMSF.

Partner with Willis Partners for Expert SMSF Compliance

With our SMSF compliance services, you gain the support of experienced professionals dedicated to simplifying fund management. Let Willis Partners handle the complexities while you focus on building a secure financial future