SMSF processing

As an SMSF must be audited each year by an approved auditor, OutPro naturally provides this service, delivered by our registered SMSF auditors. Our auditors cover both financial statements audit and compliance audit.

OutPro provides the compilation of a full set of financial statements, prepares the income tax & regulatory return, other relevant statements and the audit of the SMSF. The team at OutPro are equipped with specialist knowledge, expertise and skill in complex SMSF structures.

We can readily accommodate “mix-and-match” services from processing, annual reporting, tax returns and SMSF audits. We also offer our complete SMSF administration package.

Our SMSF administration services include:

  • Fund establishment and set-up for individual and corporate trustees
  • Organisation of original and amended Trust deeds
  • Trustee consents, declarations, and membership applications
  • Reminders and oversight of annual procedures, resolutions, and strategy documents
  • Registration for ESA (Electronic Service Address)
  • Superannuation Standard Choice Forms
  • Daily, periodic and/or end of financial year processing
  • Periodic reports of investment assets and member balances
  • Compilation of Financial Statements
  • Preparation of SMSF Annual return (i.e. income tax return)