SMSF Financial Statements

SMSF Financial Statement Preparation

Julia specialises in the preparation and provision of the following SMSF documents

  • Trust Deed
  • Product Disclosure Statements
  • Consents to Act
  • Minutes to setup the Fund
  • Application for membership
  • TFN and beneficiary notices
  • Applications for ABN and TFN
  • Registration for GST
  • SMSF auditor approved tax returns
  • SMSF balance sheets and profit & loss
  • SMSF member statements

Since 1 July 2016 the laws for SMSF service providers changed by where an AFS licence must be obtained in order to provide certain types of advice. This has been a good thing for the industry, forcing service providers to stay skilled and knowledgeable.

The Swinstead Approach

Julia has a reliable track record working with a diverse range of clients including FIFO workers, tradespeople, home based businesses, freelance businesses, personal service businesses, family trusts, companies, partnerships, not for profits and sole traders to mention a few.

Swinstead Accounting is fully insured and when working with Julia, you can expect honesty, reliability, punctuality and adherence to deadlines.  You can also enjoy the flexibility that comes when working with a mobile accountant with an emphasis placed on consistent and clear communication.

  • Qualified mobile CPA, best Master of Accounting at Curtin University
  • Expert at major accounting packages including Xero, MYOB and QuickBooks
  • Experienced in preparing hundreds of SMSF financial statements
  • Toby KeenToby Keen

    As a small business sole trader, I am so happy to have found Julia as my accountant as she asks the right questions and understands what I do so the whole tax return prep process was seemless and quick. She is highly experienced, professional and really knows the inside out of tax so i feel that I'm in good hands. Thank you!

  • Helen-Ann VersteegHelen-Ann Versteeg

    Julia is hard working, honest & generous -- One lovely lady!

  • Sandy CreamSandy Cream

    Julia has been my accountant for almost a year now.
    She has made it that I am in touch with my business now.
    My books are all correct and I feel really good having control over the numbers.
    I highly recommend Julia.
    I can’t thanks her enough for how professional and how passionate she is at wanting to help me succeed.

  • Paul WebsterPaul Webster

    Julia Swinstead doesn't only care about the numbers, she cares about people too. She will work hard to get the best outcome for you. Highly recommend.

  • Jackie CampbellJackie Campbell

    If you are looking for an accountant who is not only meticulous in her work but you can also ask any financial question that is bothering you without feeling like a dummy and get a terrific explanation, in english, the Julia is definitely the accountant for you !!!

  • Debbie AylmoreDebbie Aylmore

    Julia is a knowledgeable and thorough accountant who listens to her clients. Highly recommend

  • Lisa KniebeLisa Kniebe

    Julia is my financial rock!

    As a writer & creative numbers are not my thing. I’d tried to set myself up with simple bookkeeping systems, but I found myself in a mess at the end of this financial year! In fact, I’d given up using Quickbooks and had gone back to a spreadsheet as I didn’t now how to untangle the knots I’d created!

    Then along came Julia...

    Her pragmatic approach soon had everything sorted out and now I know exactly where I am.

    Highly recommend her for all your bookkeeping and accounting needs.

  • Julian DyerJulian Dyer

    Julia, thanks for all your help with tax returns, accounting and company structure advice. Also, a tip of the hat for always being prompt to get on the phone to help me resolve issues with my bookkeeping. I now, finally, have full confidence that my finances are systemised and I'm in a position to scale up without the unexpected growing pains.

    Oh, and if anyone is wondering, yes - having a mobile accountant is awesome.

  • Brown HackettBrown Hackett

    Julia is very professional and a pleasure to deal with, I am lucky to have her as my Accountant. Gary

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