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Managing your own superannuation, combined with the ability to feel in control of your investments, make self managed super funds a valuable investment tool. But they also come with a few burdens – administrative obligations, rigorous compliance monitoring and increasing strict reporting requirements can often make them very time consuming. This is where Southgate Accountants come in.

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Putting the Super in Your Superannuation

We can help with:

  • Comprehensive trust deed service and fund establishment
  • Maintenance of the fund, trustee and member records
  • Ensuring the funds reporting obligations to the ATO are fulfilled
  • Calculating the funds PAYG and BAS obligations and lodging these with the ATO
  • Annual compliance including preparation of financial statements and income tax return, member statements
  • Arranging for the super fund annual audit required
Contact Us

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