Each year to help you meet your obligations as a trustee of your SMSF, our SMSF partner Heffron will arrange for the following:
- Preparation of annual accounts and SMSF return
- Preparation and lodgement of activity statements
- Independent audit of your SMSF
If you haven’t already done so, the ATO has a comprehensive guide to running a self-managed super fund, which sets out your role and responsibilities as trustee.
Any investment you have with Six Park will be regularly reviewed and periodically rebalanced. Each year, you will be asked to review your situation and retake the risk assessment. This is to ensure that your Six Park investment remains in line with your profile.