SMSF Services at Brealey Quill Kenny

At Brealey Quill Kenny, our experienced SMSF team can help ensure that your annual SMSF requirements are handled seamlessly. Our firm is committed to make the process a smooth and hassle-free experience for our clients, as we understand the complexities and obligations involved in managing your own SMSF.

Our range of services includes:

Annual Compliance:

  • Preparation and lodgement of financial statements, member statements, and tax returns
  • Liaising with our external Auditor for compulsory annual audit compliance
  • Lodgement of Transfer Balance Account Reporting for pensions
  • Acting as registered office for your Corporate Trustee and liaising with ASIC on your behalf

Accurate Financial Reporting:

  • Our attention to detail allows us to prepare your SMSF’s financial statements accurately and in accordance with the Superannuation Industry Standards and Regulations
  • We provide detailed reports that give you a clear understanding of your fund’s financial position, income, expenses, and investments

Taxation Advice:

  • Our SMSF team can provide taxation advice to help you understand and minimise tax liabilities and maximise tax advantages within your SMSF
  • With ongoing tax and SMSF training, our team stays up to date with current tax laws and regulations to ensure your SMSF remains compliant. This allows you to make informed decisions and take appropriate actions.

Brealey Quill Kenny’s personalised support ensures that your annual SMSF requirements are tailored to your fund and handled efficiently and professionally. Trust us to navigate the complexities of SMSF compliance, financial reporting, taxation, and ongoing monitoring, allowing you to focus on your long-term goals for retirement.

We are always available to address any queries or concerns you may have throughout the year. To speak with one of our SMSF Team Members about a new or existing self-managed superannuation fund, contact our office today on 08 9256 2777 or email admin@bqk.com.au

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