If you’re passionate about building and optimising your wealth in retirement, we can provide an alternative to doing it all yourself. We help trustees establish an SMSF, allowing them to retain control while at the same time receiving expert guidance and support on the compliance and paperwork. Our in-house SMSF specialists are committed to working in close partnership with you to deliver personal and proactive SMSF support services.

Our SMSF Accounting team offers trustees a supported SMSF service that includes:

  • 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.

Find out if self managed super is right for you

If you’re considering an SMSF and looking for accounting and administration support, E&P may be able to help you.

Contact us to find out more about our SMSF Accounting service.

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.

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