At a glance
Shepparton North accounting practice handling SMSF financial statements, member records and annual returns, with independent audit coordination. It does not provide financial product advice.
Location / coverage: Shepparton North VIC; Goulburn Valley and Australia-wide
Availability: Remote service by phone, email and video; office meetings by appointment.
Sources: SMT SMSF accounting scope and exclusionsSMT office and national remote service
SMSF services
- Annual financial statements and member balances
- SMSF annual return preparation and lodgement
- Contribution and pension tracking
- PAYG and BAS work where applicable
- Transfer from another accountant and catch-up returns
- Working papers and coordination with an independent auditor
Fees and inclusions
- First conversation
- Free and without obligation
- Accounting and administration
- Fixed written quote agreed before work starts
- Extra work
- Prior-year catch-up, unreconciled records and other projects quoted separately
No SMSF dollar fee is published. Confirm GST and independent audit charges in the engagement. The trustee appoints the external auditor.
Sources: SMT fixed-fee approachSMT SMSF accounting scope and exclusions
Fund types supported
- Existing SMSFs needing annual administration
- Funds paying pensions or catching up overdue returns
An asset-specific acceptance list is not published. Ask about property, borrowing, cryptocurrency and unlisted holdings. Investment and SMSF suitability advice require a financial adviser.
Information researched from provider websites · . Services and fees may change; confirm current details with the provider.
Important information
This unclaimed profile was compiled from publicly available business information and has not been reviewed by the provider. Inclusion in SMSFMatch does not constitute an endorsement. Confirm credentials, services and suitability independently before engaging a provider.
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