Tel: 03 8508 7800 Fax: 03 9500 1386

End of Financial Year Compliance

The PARTNERS end of financial year compliance service includes:

Financial Statements prepared in accordance with Australian Accounting Standards
Schedule of Investments
Trustee Minutes and Declaration
Member Statements
Independent Audit

Features include:

Providing and processing all work associated with the fund - at a fixed price
Arranging an independent audit

What you need to do?

The information we require is listed in the document Annual Compliance SMSF.

Upon completion of the work undertaken, we will return all original papers.

Our target turnaround times are

Within five days of receiving the information, a query list [if applicable] will be forwarded
Within ten days of receiving the completed information, the Financial Statements, etc will be forwarded

Charter Financial Planning Limited, ABN 35 002 976 294 Australian Services Licensee License No. 234665 is not associated with this provider and is not responsible for advice provided by this provider.