EPA Group Balwyn | Running your Own SMSF

Your SMSF Requirements

Your self-managed superannuation fund must comply with reporting requirements each and every year. These include:

Preparation of Statement of Financial Position
Annual Operating Statement
Reporting on Annual Members balances
Trustee Resolutions & Minutes
SMSF Annual returns
Independent Audit

We Can Help

When you become a client of EPA Group, we use cloud technology to electronically access your data such as banking, shares and dividend transactions. As a result, processing of annual and quarterly reporting obligations is fast. Year-end review and sign-off is streamlined by portal notifications, with documentation available for future review.

Fact

According to the Australian Taxation Office’s self-managed superannuation fund Statistical Report released in March this year, 200,000 of the nation’s 590,000 SMSFs are administered by cloud-based software already.