Engage us

Simply fill out the form below to engage with us. Let us know if you prefer to receive an electronic information pack or would like a one-on-one meeting.

1. INFORMATION PACK

Super Accountants has formulated a Self Managed Super Fund Electronic ‘Information Pack’ to get you started. It includes a checklist of the information required to prepare the funds financial accounts and tax return.

2. ONE-ON-ONE MEETING

We’re happy to meet with you personally to discuss your Self Managed Super Fund requirements or any other accounting and taxation needs that you may have.

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How did you wish to engage?

Please choose how you want to engage with Super Accountants.

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Be sure to review the checklist of items that you will need should you choose to attend a 1 on 1 meeting.

Checklist

To help you prepare for your Self Managed Super Fund, this a checklist of items that you’ll be needing to provide for us.

  • Copy of previous year financial accounts*
  • Copy of previous year income tax return*
  • Copy of previous year audit report*
  • Historical cost of listed securities on hand from previous year*
  • Trust deed*
  • Trustee declarations*
  • Bank statements for the period 1 July to 30 June for all bank accounts held by the fund
  • Term deposit statements for the period 1 July to 30 June for all term deposits held by the fund
  • Buy contracts for shares acquired during the year
  • Sell contracts for shares sold during the year
  • Holding statements received during the year for listed shares
  • Dividend statements received during the year
  • Annual taxation statements from fund managers for managed funds held during the year
  • Copies of all invoices supporting payment of fund expenditure
  • Notices from ATO
  • Company annual return if the fund has a corporate trustee
  • Download of bank transactions via Internet banking (in .CSV format)
  • Signed engagement letter (included in Information Pack)
  • Rollover benefit statements

New Clients must provide

Super Accountants provides accounting and taxation services from three offices in Melville, Rockingham and West Perth and we invite your enquiry.

West Perth location - Super Accountants

Suite 5, 1200 Hay Street
West Perth WA 6005
Australia

Melville location - Super Accountants

Suite 2, 527 Canning Highway
Melville WA 6156
Australia

Rockingham location - Super Accountants

Suite 1, 11 Robinson Road
Rockingham WA 6168
Australia