Accounting Tax Compliance & Auditing Services
Specialising in Self Managed Super Funds
Sally Jane Chartered Accountant
Accounting & Tax Compliance
Stay on top of the complexities of ever changing self managed superannuation fund legislation and regulations.
We specialise in Self Managed Superannuation Funds so you can be confident that your SMSF operates within taxation and compliance rules. Our knowledge and experience with SMSFs ensures that your experience will be smooth and stress free. We take the time to clearly explain the jargon to ensure you understand and are comfortable with your SMSF.
Our services include:
- SMSF establishment.
- Preparation of SMSF annual financial statements and annual return.
- Preparation of SMSF files for audit.
- SMSF wind up.
- Pension commencement documentation.
Self Managed Superannuation Fund Audits
We offer SMSF audit services to SMSF administrators, accountants and financial service providers.
Australian superannuation laws now require all SMSFs to have their accounts, statements and compliance examined each year by an independent ASIC registered SMSF auditor. Sally Berthelsen, principal of Sally Jane, is an ASIC registered SMSF auditor with extensive experience. We accept both physical and electronic audit files, and provide you with a clear checklist of the information and documents that will be required. With a prompt turn around, we treat your information with strict confidentiality and security.
As independence is of the utmost importance, we do not affiliate ourselves with any particular accountants or financial planners.
Tax & Accounting Services
We also offer general accounting services, allowing us to support all of your accounting needs.
Our tax and accounting services include:
- Income Tax Returns – For individuals, companies, trusts, partnerships and deceased estates
- Preparation of financial statements.
- Business Activity Statements (BAS).
- ABN registration including GST & PAYG withholding.
- Establishment of companies & trusts.
About Sally Jane Accounting
Sally Jane Pty Ltd is a local Brisbane based accountancy practice which provides accounting and taxation services with a focus on self managed superannuation fund compliance. Principal Sally Berthelsen is a Chartered Accountant and CA SMSF specialist as well as being an ASIC registered SMSF auditor. Sally also has extensive experience in Personal, Small Business and Business Taxation.
Sally Jane Pty Ltd was founded in 2010 with a focus on providing high quality professional services with integrity, efficiency and reliability.
Liability limited by a scheme approved under Professional Standards Legislation
Fully compliant with Australian Taxation Law
ASIC Registered SMSF Auditor
Registered Chartered Accountant
Professional and Independent
Personal, responsive service
Australian Trained and Based
Make Contact
Looking for a great local accountant in Carindale? Use the form below or call Sally directly on 0404058561.