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Annual Compliance

Morrows can provide assistance with your self managed fund meeting its compliance requirements.

Our services include:

  • Preparation of Special Purpose Financial Statements including:
  • Operating Statement; 
  • Statement of Financial Position; 
  • Notes to the Accounts; and 
  • Member Statements; 
  • Income tax and regulatory return; 
  • Audit Report; 
  • Minutes; and 
  • Preparation and lodgement of Instalment Activity Statements.