
How to prepare SMSF tax return and arrange the annual audit of the fund?
Running an SMSF is not an easy task and help of an SMSF professional should always be considered. Being an SMSF trustee time needs to

Running an SMSF is not an easy task and help of an SMSF professional should always be considered. Being an SMSF trustee time needs to

As each SMSF is different with different types of investments but for a few investments SMSF you can typically expect to pay $2000 + GST

Your SMSF is treated same like almost other entities in Australia for the tax return purposes as if it earns income it has to pay

SMSF is a part of superannuation sector which is growing at a fast pace as more and more people want to take control of their

SMSF auditor and duties they perform Every self managed superfund in Australia needs to be audited before the lodgement of the income tax return by

What is super levy and when it needs to be paid? Super levy is an annual payment charged by the ATO to each SMSF with
Superfund Warehouse is a registered Tax Agent with the Tax Practitioners Board in accordance with the Tax Agent Services Act 2009.
We are bound by the Code of Professional Conduct, which includes obligations to act with honesty, integrity, and competence, and to inform clients of any significant changes that may affect their decision to engage our services.
Code of Conduct
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services
Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct)
Determination 2024 requires that we make the following disclosures to you:
1. Matters that could significantly influence your decision to engage us (or continue to
engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
• None Applicable
2. The Tax Practitioners Board (TPB) maintains a register of Tax Agents and BAS Agents.
You can access and search this register here:
https://www.tpb.gov.au/public-register
3. If you have a complaint about us, we ask that you contact Gurjeet Singh at our office. We
will work with you to help resolve your complaint as quickly as possible. If we cannot
resolve the issue or you are not satisfied with how your complaint is being handled by us or
with the outcome, you may be able to escalate the matter to the TPB. Complaints to the TPB
must be made in writing using its online form, which is available at
myprofile.tpb.gov.au/complaints/
Note, not all complaints can be acted on by the TPB. For example, if your complaint is about
fees, you will be asked to contact Consumer Affairs or the Office of Fair Trading in your
State or Territory. However, the TPB may be able to assist if the fee complaint is associated
with inappropriate conduct by our firm. Details about making complaints to the TPB are
available at:
www.tpb.gov.au/complaints