Keeping your SMSF compliant, year after year.
Managing a Self-Managed Super Fund comes with important legal and administrative responsibilities.
Each year, trustees must ensure their fund meets strict compliance obligations, prepares accurate financial records and satisfies the reporting requirements set by the Australian Taxation Office.
At Cherry Black, we manage the complete annual compliance process on your behalf, providing confidence that your SMSF remains compliant while reducing the administrative burden placed on you.
Because staying compliant is just as important as making good investment decisions.
Managing the entire compliance cycle.
Our SMSF Annual Compliance Service provides a complete end-to-end solution for trustees.
We prepare your fund's annual financial statements and income tax return, coordinate the mandatory independent audit and manage the required reporting obligations throughout the compliance process.
Our service includes:
• Preparation of annual financial statements
• SMSF income tax return preparation and lodgement
• Coordination of the mandatory independent audit
• Transfer Balance Account Reporting (TBAR)
• Ongoing compliance support throughout the year
Everything is managed efficiently and in accordance with current legislative requirements, helping ensure your fund remains compliant.
Working with you and your adviser.
Many SMSF trustees also work closely with financial advisers to manage their investment strategy.
Cherry Black works collaboratively with both clients and their advisers, ensuring financial information, reporting and compliance obligations are managed accurately and efficiently.
By working together, we help create a seamless experience that supports both the administrative and strategic aspects of your SMSF.
Confidence through experience.
SMSF legislation continues to evolve, making it more important than ever to have experienced professionals managing your compliance obligations.
Our role is to keep you informed, ensure your reporting remains accurate and help you navigate any compliance requirements as they arise.
With Cherry Black managing your annual compliance, you can have confidence that your SMSF administration is in experienced hands.