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Home / SMSFs / SMSF admin and compliance / Preparing for the annual meeting with your SMSF’s accountant

Preparing for the annual meeting with your SMSF’s accountant

Garth McNallyGarth McNally

Although it is possible to manage the year-end compliance requirements for your self-managed super fund (SMSF), most trustees now rely on professional service providers to assist, particularly when it comes to preparing the fund’s financial statements and lodging the annual return.

Going it alone requires a clear and concise understanding of the superannuation and tax rules and access to computer software that can manage the complex nature of super fund transactions.

That’s why so many trustees engage with professionals to assist, whether that be an SMSF accountant or an SMSF administration service provider.

Learn more about the common errors SMSF trustees make with their SMSF annual return.

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About the author

Garth McNally
Garth McNally
Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds. He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including Chartered Accountants Australia & New Zealand (CA ANZ).
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