- Complete the full set of reports for SMSF including accounting report, trial balance, P&L Statement, Bank reconciliation and Individual Tax Finalization Report
- Assist SMSF Accountant with Draft Annual Return
- Collect pension documentation and actuarial certificate (if require)
- Prepare paperwork for audit checklist and submit for SMSF Auditing
- Software used: BGL SimpleFund, APS DesktopSuper, Handisuper, MYOB AE, MYOB AO, MYOBSuper, SuperMate, ClassSuper, Auditflow and others