SMSF Administration and Compliance Service

At Jason Dawson Financial Planning (JDFP) we offer a full suite service for the Administration and Compliance Monitoring of your Self Managed Super Fund (SMSF). A complete picture of your SMSF will be at your fingertips, total choice on investment strategy, products and platforms, and we can access technical support from SMSF specialists based right here in Australia (no overseas outsourcing or foreign call centers).

This service we offer includes the standard accounting and tax return requirements for the SMSF, along with the annual audit requirements of the fund. We also provide a mail box facility (both email, dropbox, and po box), all necessary minutes, notifications and declarations, and a transaction monitoring to ensure your fund stays compliant all year round.

JDFP Superannuation Retirement Investment Insurance Advice