SMSF Accounting and Taxation

Modus Advisory can assist with all of our clients’ Self-Managed Super Funds (SMSF) accounting and tax compliance requirements including:

  • Data entry and preparation of trial balance, financial statements and member statements of the SMSF on an annual basis.

  • Preparation and lodgement of the annual SMSF taxation return, including liaising with the ATO where required in the capacity of tax agent.

  • Liaison with the Auditor of your SMSF on your behalf in order to obtain the annual audit report.

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Audit Assistance