SMSF Tax Compliance

Get Help With Your SMSF Compliance Today

About This Service

At JD Scott + Co., we understand that managing your SMSF tax compliance can be difficult. 

Our self-managed super fund (SMSF) Tax Compliance services ensure your super fund complies with all relevant tax laws and regulations. By leveraging our expertise in SMSF tax laws and regulations, we not only keep your fund compliant but also ensure you do not inadvertently breach tax law.

Ready to secure your SMSF’s future? Contact us today.

Why Choose JD Scott + Co?​

Why Choose Us

There are a range of benefits in choosing JD Scott + Co for your SMSF tax compliance needs:

  1. Our team has expertise in tax regulations specific to self-managed super funds, ensuring your SMSF remains compliant and well-managed.
  2. We offer expert guidance and support, tailored to meet the unique needs of your SMSF.
  3. Our services include the thorough preparation and lodging of annual tax returns, crucial for meeting compliance requirements.
  4. We also manage tax deductions and engage in strategic planning to optimise tax outcomes for your fund, aiming to enhance your financial benefits.
  5. Trusting us with your SMSF tax compliance means you’ll have the peace of mind that comes with knowing your fund is in knowledgeable and experienced hands.

For expert assistance in navigating SMSF tax compliance and to ensure your fund’s optimal financial health, we invite you to contact JD Scott + Co today.

Our SMSF Tax Compliance Services

What We Do

As part of our SMSF tax compliance services, we help with the preparation and lodging of your annual tax returns, ensuring every detail is accurate and compliant with Australian Taxation Office (ATO) standards. Our team can help you manage tax deductions, and maximise your financial outcomes while adhering strictly to legal requirements.

  • Compliance with SMSF tax income
  • Educate clients about SMSF-specific tax rules and regulations
  • Prepare and lodge annual tax returns for your SMSF
  • Guide through the SMSF auditing process
  • Advise on pension and withdrawal strategies in compliance with tax laws
  • Ensure SMSF investment strategy compliance with tax laws
  • Advise on contribution limits and the transfer balance cap
  • Share information about changes in SMSF structure or legislation
  • Provide strategic tax planning for the SMSF
  • Regularly review and provide updates on changes in tax laws affecting SMSFs
  • Ensure compliance with complex tax areas such as Non-Arm’s length income and expenses (NALI and NALE)

As well as these essentials, we provide strategic tax planning, to help you with your long-term financial goals. This is crucial in maintaining ongoing compliance and optimising the financial performance of your SMSF, allowing you to focus on your future with confidence.

Meet JD Scott + Co: Your Team in SMSF Tax Compliance​

Our team has extensive experience in dealing with the complex tax requirements of Self-Managed Super Funds. Our team, led by James Scott, brings a wealth of experience in SMSF services, honed through years of dedicated practice. At JD Scott + Co, we don’t just manage your SMSF; we partner with you, ensuring that every financial decision aligns with your goals.

Our firm is built on a foundation of quality, attention to detail, and client trust. This has established us as leaders in SMSF management and as trusted advisors for all your superannuation needs.

If you’d like to learn more about our team or get to know us better, please contact us online or call our team on +61 (02) 8089 2561.

Get Started with SMSF Tax Compliance Services​

Choosing JD Scott + Co means partnering with an accounting firm that values expertise, customisation, and client success. We can help you navigate the complexities of SMSF tax compliance, so you can focus on what really matters in your life.

Ready to take the next step? Reach out to us today for a personalised consultation and discover how we can help secure the success of your SMSF.

Testimonials

Listen to what our clients have to say!
We engaged JD Scott & Co to assist us with year end financial reporting. They are a highly professional firm, with deep experience and provided us with quality solutions.
Brenton Charnley
COO, Cover Genius
We retained JD Scott + Co to assist us in preparing a forecast model for the expansion of our business. They were able to tackle complex problems and succinctly communicate solutions for us.
Ben Mayo
CEO, Express Settlement
Great service, responsive and great advice
Edward Sin
Sine Projects Pty Ltd
l found JD Scott & Co fairly randomly through a Google search, and I'm so happy I did. James has been very responsive, got on top of our overdue stuff very quickly, has been very patient in explaining things to me and proactive in flagging potential areas to investigate for savings or other benefits. Thanks James!
Joanne Jenkins
James assisted us greatly over a difficult year end period. He was able to promptly get on top of the issues and put forward workable solutions, by coupling strong technical skills with practical experience. I will strongly recommend JD Scott + Co to Finance leaders that need personalised attention from a senior, experienced finance professional as a credible alternative to bigger firms.
Himanshu Kher
CFO, Axi Financial
Great service and support by James and his friendly team across various topics. Worked with them for the past 2 years, highly recommended.
Tony Zabel
Strategy Manager, BeforePay
Great service and support by James and his friendly team across various topics. Worked with them for the past 2 years, highly recommended.
Shoaib Mughal
Founder and Director Marketix Digital
JD Scott + Co has been a great help in getting our tax situation sorted.
Nick White
Owner - Since I left you
At Centricity Wealth we started working with James in 2020 needing help with year-end-reporting and to tidy up the tax for our small business. From the start, James made sure to understand where we were at with our accounting and to determine what needed to be done to tidy up our tax. Having helped us to get on top of thinks, he continued to support us with practical solutions and advice. Working with James gives us peace of mind that our accounting is taken care of and having someone so experienced in our corner, makes all the difference.
Callie Scheffer
Centricity Wealth
James, Janet, and the entire team at JD Scott + Co have been fantastic. Their expertise and unwavering support has been instrumental in helping take our business to new levels. From understanding our financials to strategic tax planning, they have been invaluable partners. Their deep industry knowledge and attention to detail have provided us with a comprehensive understanding of our financials. Their insights and guidance helped us to make informed decisions and navigate complex financial matters with confidence. If you're looking for an accounting firm that can help you and your business, we highly recommend the exceptional team at JD Scott + Co. They really do go above and beyond!
Reece Richardson
Director, Excolo Recruitment
I cannot speak more highly of James and his team at JD Scott + Co. The support they have provided me with across my personal and professional finances, small business bookkeeping, cashflow and tax planning has been invaluable. James works with transparency, care and authenticity. I have great peace of mind that I have a dedicated and professional team across all of my financial needs.
Sarah Bolitho
Founder and CEO, Levyl Recruitment
James has been interim CFO of Techstacked for the past two years and actively supported the growth of the business. His skills and advice have been invaluable in supporting the business as it grows.
Rohit Bhuta
CEO, Techstacked
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