Superannuation Administration & Compliance
At HTG Partners our aim is to offer a complete service – so we can set up your SMSF and attend to all of the yearly statutory compliance requirements.
Our specialist SMSF administration services address all compliance issues, so you can concentrate on what really matters - having your SMSF save for your retirement.
We have developed an Annual Compliance Package using the latest software and auditing tools coupled with highly trained accountants and auditors.
This complete compliance package attends to the preparation and lodgement of the:
- Special Purpose Financial Report
- Annual Taxation Return
- Member Statements
- Trustee Minutes
- Investment Strategy
- Financial & Compliance Audit and
- Management Report (if applicable)
Furthermore, we offer a specialized and personal service to trustees experiencing compliance difficulties with their SMSF..... ie breaches or potential breaches of the SIS Act and Regulations.
SMSF compliance difficulties can be complex, time consuming and can tie up valuable resources. We can deal with the issues, coalface all interaction with the ATO and resolve the matters with minimum input from the trustees.
Come and experience the difference a highly trained and professional super team can provide.
Would you like to talk more about superannuation administration?
Member of the Certified Practicing Accountants of Australia (CPA)
Registered Superannuation Auditor
Registered Tax Agent
Bachelor of Business (Accounting)
Bachelor of Science (Physics)