Experience the benefits of our specialist SMSF support

Our self managed super fund (SMSF) accounting service provides you with expert accounting, compliance and administration assistance. By partnering with us, you will enjoy transparency and remain in control of your fund, but with the benefit of specialist SMSF support services, including:

  • preparation of trustee minutes and compliance documents
  • a dedicated SMSF accountant
  • SMSF trust deed update
  • preparation of annual financial statements and tax return
  • commencement and maintenance of pension accounts
  • coordination and maintenance of pension accounts
  • coordination of annual audit
  • annual pension and contribution reviews
  • mail house for the SMSF
  • Australian Tax Office (ATO) reporting obligations including PAYG and BAS.

Need additional wealth management support?

As part of the E&P Financial Group, you can also access additional wealth management services through our network of specialists. Additional fees apply.

Contact us to find out more.