SMSFs & Trusts

Peace of Mind

Accounting Heart will work with you to ensure that your Self-Managed Super Fund remains compliant. We can save you time by taking care of the details, such as compliance with changing government regulations and managing the annual audit.

We are also experts in trust services including trading, investment and testamentary, discretionary and unit trusts. Your affairs will be managed discretely, securely and efficiently.

We can assist you with:
  • Set-up and registration
  • Income tax returns
  • Financial statements
  • Audit coordination
  • SMSF compliance documentation
  • Portfolio record keeping
Contact us for help with your fund or trust

Service Delivery

We meet at a time and place that is convenient for you. If time and/or distance make meeting face to face difficult we simply catch up over Skype.

We utilise cloud and paperless technologies wherever possible, including Xero and MYOB cloud platforms so that you have access to your data in real time.

Our client portal provides a quick and secure way exchanging information, with send, receive and document approval functionality.

More Services Provided by Accounting Heart:

Business Needs

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Individual Tax

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Speciality Services

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