iCompass offers a comprehensive range of fixed price SMSF accounting services and expert advice designed to help you maintain your own self-managed super fund's reporting compliance. Discuss your needs with our SMSF accountants today.
Operating your own Self-Managed Super Fund (SMSF) provides you with the ability to choose your investment options and be in control of your retirement. Running your own super fund can provide a range of advantages but involves considerable responsibility and commitment.
Self-Managed Super Funds you total control of your Superannuation by allowing you to choose where you invest. This control will allow you to consider investing in a wide range of investments, such as Term Deposits, Domestic & International Shares, and Residential & Commercial Investment Property.
An SMSF can be a great vehicle to take control of your Super but an SMSF may not be suitable for everyone. iCompass works with you and your Financial Advisor to provide accurate, consistent and clear information to help support your investment decisions, understand your rights and entitlements, and meet your compliance reporting obligations.
We can work with your existing Financial Advisor, or can refer you to an expert advisor for professional advice and direction with your SMSF. Our partnership with Unison Wealth Management provides additional support services.
• SMSF setup and registration
• SMSF Administration and Recordkeeping
• Corporate trustee and individual trustee services
• Administration of fund transactions with Class Super
• Recordkeeping for compliance
• Financial tracking and reporting
• Insurance via our network, such as Life, TPD, and Income Protection
• Trust Deed upgrades to remain current with law changes
• Compliance and Reporting
• Annual Financial Report
• Annual Tax Returns
• Member Balance Statements
• Organise the mandatory Annual Audit
• Represent your SMSF on ATO matters
• Support Services
• Legal services via our network
• Fund administration
We use Class Super Software – a market leading “in-the-cloud” Super administration package which streamlines your SMSF financial tracking and reporting. This allows us to complete your SMSF’s annual reporting in an efficient manner. To further streamline operations and improve efficiency for our clients we have also introduced several initiatives such as online document logging and authorisation to allow clients to quickly and easily respond to and manage their super accounting obligations.
iCompass does not provide financial advice or recommend financial products, we work with your Financial Advisor who provides this, but we do provide the compliance and reporting needs to address your SMSF’s obligations to the ATO and other required bodies. Get your SMSF on the right compliance path, contact iCompass contact iCompass SMSF Accountant on 1300 554 948 or email enquiries@compassdirection.com.au
iCompass work with small to medium-size businesses and individuals across Australia, offering professional SMSF accounting services. Our experienced team of skilled accountants and bookkeepers works closely with our clients to provide practical advice and deliver real value. With tailored and set accounting packages available, we can provide the services you need at a price that works for you. We offer both taxation and accounting services, as well as specific services in alignment with your Financial Advisor tailored to your unique situation. Contact our SMSF accountant today to book a consultation or for more information.
To discuss your specific requirements please contact iCompass on 1300 554 948 Get in touch, we’ll be delighted to help!
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