Self-Managed Superannuation Funds

At McCabe Weston Accountants we have the expertise to ensure your self-managed superannuation fund (SMSF) is compliant. From the initial set up of the SMSF to the end of year annual compliance audit, we can assist you with all your SMSF needs.

We offer personal service aimed at helping you as the Trustee of your fund to fulfil your duties.

Some of the services we can provide are as follows:

  1. Establishment of the SMSF
  2. Preparation of Annual Financial Statements
  3. Preparation & Lodgement of Annual Tax Return
  4. Annual Compliance Audit
  5. Assisting Trustees with SMSF Compliance Matters
  6. Establishment of SMSF Pensions
  7. Attending to Superannuation Member Benefit Rollovers

Please note that due to the Financial Services Regime, some SMSF services are provided in conjunction with our Financial Planning Division.

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