Superfund Warehouse Sample Reports

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Sample Reports

Superfund Warehouse prepares a full set of ledger reports, financial reports, investment reports and numerous other documents for superannuation funds. All reports and documents can be viewed, printed or exported to Adobe PDF, MS Word or MS Excel.

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