Self Managed Super
Self Managed Super
We provide independent audits for accountants, trustees and Super Fund Administration companies Australia wide.
Autumn Leaves Accountancy is registered under the Australian Securities and Investments Commission (ASIC). We ensure all funds meet the Australian Tax Office (ATO) guidelines in an effective and timely manner.
Our guarantee is to provide high quality, professional and timely services to our clients. This is because we believe our clients can trust us due to our years of experience in the Self-Managed Superannuation Fund industry.
Annual Audit Compliance
Autumn Leaves Accountancy uses the latest technology in undertaking the audit of Funds.
Online SMSF Audit in a cloud-based audit program that enables us to efficiently undertake the audit. Once we have been appointed as auditor of the Fund, we will provide you with access to the program as accountant or trustee.
This will allow you to:-
- Upload permanent and audit evidence documents that we require to undertake the audit;
- Access audit reports completed by us using this system;
- Reply to queries raised by us.
Information can be forwarded to us by email or to our PO Box. We can also establish a data transfer facility using Dropbox.
We believe one of the main benefits of being a trustee of a Self Managed Super Fund is being in control of all your investment decisions. We are here to assist you in making smart financial choices that have longevity in mind.
Our first step is meeting with you to assess what is available in your Super and to answer any queries you may have. The next steps are up to you.
We can either work together by committing to our annual administration services to ensure your fund/s complies with the administration requirements of maintaining a SMSF. Another option is meeting on a regular basis to manage your investments and review your needs.
Either option is that you remain in control of your Super yet have the knowledge and assistance, when you require by contacting us at Autumn Leaves Accountancy.
We do offer Investment advice.
We are pleased to announce that we now provide Financial Planning services through La Vara Financial Planning. www.lvfp.com.au
La Vara Financial Planning is a corporate Authorised Representative of Politis Investment Strategies Pty Ltd. -ABN: 71 106 823 241- AFSL No: 223125
*Please note: Autumn Leaves Accountancy- its representatives and authorised agents - are not licensed to provide financial advice under the Corporations Act 2001. Such advice should be obtained from an Australian Financial Services Licensee.