Accountants advising self-managed super funds face technical rules, compliance deadlines and complex tax issues. This FAQs for accountants covers the common questions accountants ask about SMSF reporting, audits, tax treatment, documentation and best-practice advice workflows. Use these answers to support your SMSF clients more confidently — and if you need specialist superannuation advice or assistance with complex matters, the team at Concise Super is ready to partner with your practice.
Our SMSF compliance fees are based on the size of the fund categorised from small, medium to large. We determine the size by the number of investments held at the end of each financial year. Administration services to support changes and/or new investments within the fund may incur supplementary fees.
Concise Super have alliances with various SMSF registered independent auditors. We can arrange your clients SMSF audit. As part of our service we provide the auditor with a complete work papers package for audit and handle any questions the auditor may have.
When you engage Concise Super, the relationship is with your firm. Therefore, Concise Super prepares all SMSF client work for your Firm. We direct all queries regarding your clients’ fund to your office.
We are an Australian business that operates in Melbourne. All our work is done in Melbourne by our qualified team. We uphold the standards set by CPA Australia and the Tax Practitioners Board.
