SMSF Accounting & Compliance

Orderly SMSF accounts, returns and audit coordination.

We help trustees and their advisers keep annual self-managed super fund accounting and compliance work moving with clear requests and dependable follow-through.

A clear annual process for trustees and advisers.

SMSF work relies on complete records, accurate reporting and timely responses between trustees, accountants, auditors and other advisers. Our team keeps those responsibilities visible throughout the engagement.

  • Annual financial statements and SMSF tax returns
  • Independent audit coordination
  • Trustee and member reporting
  • Record and documentation requests
  • Support with ATO correspondence relating to annual compliance

Accounting and compliance scope.
O&S Advisory does not provide financial product, investment or personal financial advice. Where advice is needed, we work alongside appropriately licensed advisers.

Trustees should understand what is required, what is outstanding and who is responsible for the next step.