We attend to all procedural compliance matters for self-managed super funds, attending to

  • Financial Statement preparation
  • Income tax return preparation
  • Fully documented audit working paper preparation

This firm does not provide audit services.

We concentrate on all procedural and compliance matters and liaise with a panel of independent auditors, who issue the appropriate audit reports. Our turnaround time from completion of procedural matters to the issue of audit reports, is generally 3 weeks.

Our staff are RG 146 compliant.

We prefer to work with a panel of qualified, independent financial planners to assist our clients in any investment matters.

We are essentially a firm that prepares financial accounts and tax returns and do not render investment advice. We take pride in our independence from any such matters and do not receive ANY investment based commissions or fees from the sale of any investment products or kickbacks from financial planners. Any contract a Financial Planner has is one directly with the client.