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SMSF Documentation & Reporting
What reports are available for my SMSF?
After your SMSF end of year financial accounts are prepared, a wide range of investment, tax and accounting reports will be available.
We have plans to build out more comprehensive ‘live’ reporting for your SMSF portfolio as well as integrations to SMSF accounting software in the future.
What are the reporting obligations for my SMSF?
Every year your SMSF needs to prepare financial statements, member statements, an income tax return and have an independent audit completed. Stake Super takes care of all these items. All you need to do is review the statements, electronically sign off and pay any tax liability by the due date.
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