[AU Core] Annual Accounts (SMSF)

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.