Financial Dynamics

Financial Dynamics, established in 1999 are leading business and tax accountants based in Nowra, serving not just local individuals and businesses, but also businesses out of area. We assist our clients with tax, business, SMSF and accounting services are our core function, whilst helping you and your business maximising wealth & opportunities.

Contact Info

Level 1, 59 Junction Street Nowra NSW 2541
PO Box 1166, Nowra NSW 2541

Phone: 02 442 12345

Fax: 02 442 12340

Web: www.financialdynamics.com.au

Self Managed Super Fund Checklist

Home/Self Managed Super Fund Checklist
Self Managed Super Fund Checklist 2017-04-21T13:15:30+00:00

The following provides a general summary of the information typically provided to Financial Dynamics for completion of annual financial statements and taxation obligations.

□ Bank statements for the year with cheque and deposit details.

□ Detail of assets/investments purchased or sold during the year including eligible incidental costs. If it is just shares provide the buy and sell contracts.

□ If your fund derived income from rental or leasing, please provide details of the rental income earned, rental expenses, capital works expenditure, rental lease agreements and any depreciation reports.

□ Copies of dividend and trust distribution annual statements.

□ Details of personal and employer superannuation contributions.

□ Details of death or disability premiums.

□ Investment, management and administration expenses incurred by the fund during the period.

□ Has the fund paid any pensions during the period, if so please provide details of withdrawals.