Expert Financial Statement & Tax Return Preparation
SMSF Property Partners ensures accurate Financial Statements and Tax Returns
to ensure compliance with audit and ATO requirements
Comprehensive Tax Lodgment & Support Services
Simplify your SMSF’s annual tax process.
What We Offer
A full suite of tax services, Including Preparation of Financial Statements, Tax Returns, Assistance with Audit Preparation & Tax Advice
Who Benefits from Our Services
SMSF trustees, property investors within SMSFs, and clients seeking reliable tax support, benefit the most from working with us.
Why SMSF Property Partners?
Decades of combined experience, specialist knowledge, and a track record of fast, reliable, and compliant tax services.
Our Tax Lodgment & Support Services
Trust Compliance Services Provided
• Preparing trust financial statements.
• Preparing and lodging annual trust tax returns.
• Preparing distribution minutes/resolutions before 30 June.
• Tracking carried-forward losses and franking credits.
• Assisting with ATO audits or reviews.
• Ensuring record-keeping requirements are met.
• Calculating trust income and net (taxable) income for the year.
• Allocating trust income to beneficiaries (adults, minors, companies, SMSFs).
• Preparing beneficiary distribution statements.
• Capital gains tax calculations and streaming of CGT and franked dividends.
• Withholding and reporting on distributions to non-resident beneficiaries.
• Managing Division 7A issues if a company beneficiary is used.
SMSF Compliance Services Provided
• Preparation of fully compliant annual financial statements for the SMSF.
• Preparation and lodgment of the SMSF annual return (SAR) with the ATO.
• Monitoring contributions to ensure compliance with concessional and non-concessional caps.
• Ensuring minimum pension payments are met under the pension standards.
• Record-keeping (minutes, trustee declarations, investment strategy documents, etc.).
• Liaison with the SMSF auditor (audit is compulsory every year).
• Assisting with ATO queries, reviews, or audits relating to the SMSF.
• Calculation and reporting of tax on concessional contributions.
• Capital gains tax calculations on asset disposals within the SMSF.
• Managing Division 293 tax (for high-income earners).
• Assistance with claiming ECPI (Exempt Current Pension Income).
Experience Peace of Mind with Our Expert Tax Lodgment Services
Simplify your tax lodgment process and ensure your annual tax lodgments are accurate, timely, and fully compliant.
Ready to Take the Next Step?
Book a free consultation to explore how we can simplify your Compliance journey today.