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Transferring your SMSF
to Source Accounting is easy

Don’t put up with low returns!

All new clients are automatically provided with a 10% discount on the current administration fee being charged by their current Accountant. We will tailor our services to meet your needs and consider the cash flow requirements of the Fund when building our Administration package that is tailored to you.
We also offer flexible monthly billing to all new clients to assist in meeting cash flow requirements.
Transferring your self-managed superannuation fund (SMSF) annual administration from your current service provider to Source Accounting is very easy and smooth process.
Once you have decided to appoint us, you will need to sign an engagement letter to appoint us as your accountant, and a letter to your current accountant advising them that you are moving on. We will then co-ordinate the handover of fund records on your behalf.
There are no additional charges involved in transferring your fund from your current service provider to Source Accounting. In many cases, your previous accountant may try to charge you a fee for providing you with records. So it is best to check your files, and when you contact them, ensure you have the following documentation – before we send our request for the transfer of your business records:

  • Last set of financial statements prepared.

  • Members statements.

  • List of investments and cost history at 30 June.

  • Last tax return lodged.

  • Last signed audit report issued.

  • Trust deed.

  • Membership applications.

  • Minutes.

When appoint Source Accounting, we guarantee

  • You won’t pay a dollar more than the fee we quote you.

  • Our packages include one fee for a complete service that includes financial statements, tax returns and an audit by a separate independent auditor.

  • There are absolutely no investment restrictions – you can keep your existing broker, bank account and financial adviser if you prefer.

  • We do not directly access your bank accounts, however, we do provide a free data feed service that you can sign up to, so that we can maintain your SMSF transactions on a day-to-day basis. This is a free option.

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If you have any questions relating to transferring your annual administration to us, please call us. Unlike traditional accounting firms, we do not charge for phone calls or emails. We are available to you at anytime of the day.

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