Sheridans offer an administration service to assist in the day to day management of your SMSF. The service will reduce the burden of managing the administrative tasks of running an SMSF.
As part of the service we provide we will undertake the following administrative functions:
- Maintain the individual member account details within your SMSF.
- Report information about benefits paid to members.
- Maintain the register of investments held by the fund and record all income and expenditure of the Fund.
- Prepare and Lodge PAYG returns
- Prepare end of financial year reports and other mandatory documentation and complete the annual tax return and audit for the Fund
If you are interested in establishing an SMSF or you would like to learn more about how we can assist you, please contact one of our Financial Planners to discuss further.
