SMSF Accounting & Compliance
Clear SMSF accounts, tax returns and audit coordination.
O&S Advisory supports trustees with annual financial statements, SMSF tax return preparation and trustee/member reporting, and coordinates with an independent auditor. The service is accounting and compliance support, not financial-product advice.
A clear annual process for trustees and advisers.
SMSF work relies on complete records, accurate reporting and timely responses between trustees, accountants, auditors and other advisers. Our team keeps those responsibilities visible throughout the engagement.
- Annual financial statements and SMSF tax returns
- Independent audit coordination
- Trustee and member reporting
- Record and documentation requests
- Support with ATO correspondence relating to annual compliance
Accounting and compliance scope.
O&S Advisory does not provide financial product, investment or personal financial advice. Where advice is needed, we work alongside appropriately licensed advisers.
Trustees should understand what is required, what is outstanding and who is responsible for the next step.
