Who this is for
- SMSF trustees
- Families managing fund records
- Trustees preparing for annual lodgement
- Clients needing catch-up SMSF administration
Foxify service
Self-Managed Superannuation Fund Compliance
Practical SMSF compliance support for trustees who need annual accounts, tax lodgement coordination and careful records.
What is included
- Annual accounts and tax return support
- Record review for fund transactions
- Audit coordination support
- Compliance-focused administration guidance
Documents to prepare
- Bank and investment statements
- Contribution and pension records
- Member details
- Prior-year SMSF accounts, return and audit documents
Process
- Confirm fund status and outstanding years
- Collect fund records
- Prepare accounts and return information
- Coordinate next steps for audit and lodgement
Questions
Frequently asked questions
What does this SMSF service cover?
Foxify provides SMSF tax, accounting and compliance support through this service. It does not cover licensed investment or superannuation recommendations unless verified licensing details are added later.
Can Foxify help with overdue SMSF work?
Foxify can review the fund's records and identify what is needed to progress overdue administration or lodgements.
Next step
Ready to discuss smsf compliance?
Book an appointment and Foxify will confirm the right records to prepare.