Financial Reporting

Financial Reporting  banner

We have considerable experience in financial reporting for corporate, industry and government funds, including:

  • Preparation of statutory financial reports
  • Preparation and lodgement of quarterly and annual APRA returns
  • Assisting trustees with year end reporting matters, including attendance at audit and compliance committee meetings and liaising with your auditors to ensure that the annual audit is completed in a timely and efficient manner
  • Preparation of monthly and quarterly management accounts
  • We can monitor your fund’s reserves and provide customised reporting to suit your needs
  • Budgeting and monitoring actual results to budgets
  • Payroll services for directors fees and secretariat staff wages, including salary packaging, PAYG Payment Summaries, FBT and payroll tax compliance and reporting

For information on APRA regulated funds and the APRA levy click here