What we handle
SMSF set-up and administration
The fund's administration set up once you've decided an SMSF suits you, and its records kept in order each year.
Annual returns and compliance
The fund's financial statements and annual return prepared and lodged on time.
Independent audit, arranged
The yearly audit by an ASIC-registered SMSF auditor organised for you, with the auditor's questions answered.
Contribution caps and pension tax rules
How the caps and the tax rules for pensions apply to your fund, explained in plain terms.
Finding lost and ATO-held super
As your tax agent, John can see your super accounts through the ATO, including lost and ATO-held balances, and help you move them into the fund you choose.
A note on super advice: Unique Accountants isn't licensed to give financial product advice. If you need a recommendation on setting up an SMSF, which fund to keep, how much to contribute or when to start a pension, we arrange it with a licensed financial adviser we work with. Your SMSF's annual audit is done by a separate ASIC-registered SMSF auditor, as the law requires.
Common questions
Should I set up an SMSF?
That's a recommendation only a licensed financial adviser can make. If you're considering one, John arranges a conversation with the adviser he works with, then sets up and runs the fund's accounts once you've decided.
How do I find super I've lost track of?
Ask us to check. John can see all your super accounts through the ATO, including any super the ATO is holding for you, and help you bring it into the fund you choose.
Who audits my SMSF?
An independent SMSF auditor registered with ASIC, as the law requires. We arrange the audit each year and deal with the auditor for you.
This page is general information only. Every situation is different, so talk to us before you act.