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Workflow Templates

Annual Accounts (SMSF) Template

Download your free Annual Accounts (SMSF) template to personalise and use in your bookkeeping or accounting firm.

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AccountingAustraliaAU Core

Created by Karbon

A preview of the templateAnnual Accounts (SMSF) - AU CoreReady to start1 AutomatorUpdate Time & Budget tab (if required)CompletedYSend Client Engagement letter (if applicable)CompletedXCheck SMSF ATO compliance status via the Australian Business Register (ABR) website https://superfundlookup.gov.au/CompletedOGather SMSF documents. Save documents to preferred platform.CompletedTReview, update and send the initial client request below (if applicable)CompletedACLIENT TASKSPlease provide the following details for this year's annual accounts (SMSF) preparation 1 AutomatorUpload your year-end bank and credit card statementsReady To StartDue TodayE

About this template

This template outlines the process for preparing and lodging annual accounts and tax returns for Australian self-managed superannuation funds (SMSFs).

It includes detailed steps for client data collection, fund reconciliation, preparation of financial statements and returns, review, and lodgement. Specific checklists support compliance with SMSF regulations.

Roles such as Preparer and Reviewer are assigned throughout, and automation helps manage task flow and work status updates.

The template is fully customisable to reflect your firm’s SMSF procedures and reporting obligations.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download Annual Accounts (SMSF) Template

.

Karbon Practice Management

A preview of the templateAnnual Accounts (SMSF) - AU CoreReady to start1 AutomatorUpdate Time & Budget tab (if required)CompletedZSend Client Engagement letter (if applicable)CompletedPCheck SMSF ATO compliance status via the Australian Business Register (ABR) website https://superfundlookup.gov.au/CompletedEGather SMSF documents. Save documents to preferred platform.CompletedOReview, update and send the initial client request below (if applicable)CompletedBCLIENT TASKSPlease provide the following details for this year's annual accounts (SMSF) preparation 1 AutomatorUpload your year-end bank and credit card statementsReady To StartDue TodayR

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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