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SMSF Services

Sundaram Business Services’ SMSF support services include

  • Online delivery model - with daily updating of fund details.
  • Shoe box or Year-end model of administration

Various enterprises across Australia make use of SBS’s services for the preparation of financial statements and electronic work papers. A summary of our services has been mentioned below:

Fund Setup & Accounting
  • Setting up new fund details in reporting software
  • Setting up existing fund financials in reporting software
  • Fund Accounting – Daily processing and Shoe Box/Year-End model
  • Customized checklists and work instructions for processing data
  • Preparation of fund income tax return
  • Online Model with daily matching
  • Customized electronic work papers
Client Speak
This is our firm's second year of utilising the team at Sundaram and we are very happy with the service they provide. Not for one moment would we consider reverting to our old “in-house methods”
SMSF Manager,
Melbourne accounting firm
Audit File Preparation
  • Customized electronic work papers
  • Customized reporting including schedules
  • Extraction of Investment details from Registry website for audit work papers
  • Preparation of linked work papers for audit File
  • Compliance review and financial audit