Our Annual clients receive more traditional year-end reporting, which is suitable for Trustees who prefer to be more hands on with fund payments and record keeping. 

 

Annual administration is ideal for accumulation funds, less complex funds or Trustees who are confident in running their fund in a compliant manner, with little assistance. Appendix A details fully the annual services including:

 

• Annual year end compliance and reporting.

• Annual pension administration.

• ATO Tax Agent Services and Annual GST return if required.