[AU Simple Start] Annual Accounts (SMSF)

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

It covers essential stages including client information collection, preparation, review, and final lodgement. Client tasks are used to gather key documentation, with roles assigned to ensure clear ownership across each phase.

The template is fully customisable to align with your firm’s SMSF compliance workflow.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. They are designed to help you quickly get started with, and derive value from, Karbon templates.