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Superannuation Accounting

The Morrows Superannuation Consulting Team is acknowledged as leading the way in Superannuation legislation and compliance, Self Managed Superannuation Funds and APRA regulated Superannuation Funds, deed establishment and variation.

Our experienced consultants are available to guide you through the increasing complexity, to provide you with an integrated solution, based on advice you can trust. We have an impressive record of providing quality technical expertise, skill, judgment and service.

We are proud to say that many of our professional peers call on our team to assist with superannuation strategies, audits, remediation and other services.

At Morrows, whether you are an individual, advisor or trustee, we will equip you with the right advice to meet your specific needs and provide you with exposure to the latest techniques and strategies.

Consulting and Remedial Work

Self Managed Superannuation Funds are one of the fastest growing structures for retirement investment in Australia. They require understanding of some of the most complex and technical areas of the law with regular legislative changes making it increasingly challenging to keep up-to-date.

We regularly see funds that due to the specific needs to maintain compliance in a SMSF, require the application of the Morrows team’s experience in strategy as well as our contacts with the ATO.

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Establishment and Trust Deeds

The Morrows Trust Deed is specifically drafted for SMSFs – regulated by the ATO. It accommodates employer sponsored, self employed, personal and spouse contributions.

As well as the normal provisions required of a Trust Deed it contains a number of features that address recent legislative changes as well as emerging issues such as those listed below.

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SMSF Audits

An essential aspect of the smooth running of a SMSF is having it audited every year by an ASIC registered SMSF auditor.  Trustees are required to appoint a registered auditor and recent changes to registration standards for auditors mean that there are fewer registered auditors available.

Morrows provides a standalone audit service which is in accordance with all Australian Auditing Standards and ethical requirements of CPA Australia and The Institute of Chartered Accountants in Australia.  All of our clients have the security of knowing that our team members meet the new registration standards and did so as soon as possible.

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Pension and Actuarial Services

Morrows provides full technical resources to help you to run your pension through a SMSF. Our package includes all the information you, or, if you are an advisor yourself, your clients, need to know about pensions and the steps to be taken to commence paying a pension.

You may also be wondering whether your superannuation fund needs a certificate from an actuary.

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Annual Compliance

Many trustees just focus on optimising investment strategies within their funds.  There is more to compliance than just this aspect and Morrows will assist you in meeting your responsibilities and avoiding the risk of non-compliance.

Our service includes:

  • Preparation of Special Purpose Financial Statements:
    1. Operating Statement
    2. Statement of Financial Position
    3. Notes to the Accounts
    4. Member Statements
  • Completion of the income tax and regulatory return
  • Preparation of the Audit Report
  • Minutes of meetings
  • Preparation and lodgement of Instalment Activity Statements

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