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Tax Agent

  • Ongoing Administration
  • Administration Lite
  • Portfolio Reporting
  • Activity Pack
  • Draft Tax Returns & Financial Reports
  • Auditing
  • Tax Agent
  • Pension
  • Auditing

Complete Super Solutions does not manage its own taxation license but rather utilise and develop relationships with Independent Tax Agents to lodge SMSF tax returns.

Our modular approach allows our Alliance Partners to select that the draft tax return is completed by Complete Super Solutions and then lodged with the ATO, by selecting our Tax Agent module. Alternately we can prepare the draft tax return and provide an electronic transfer of information to allow our Alliance Partner to lodge under their own tax portal. In this instance we can provide access to an online audit file for the Tax Agent or Auditor to review the details contained within the draft return.

Our permission based service allows for the Alliance Partner to select the relevant service model and also set permissions to ensure the relevant parties, involved in the submission of a tax return, have access to the required information.

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