Crypto Currency Investment
Yes No N/A
Holding summary statement as at 30 June to confirm all bitcoin held and market value as at 30
Summary Statement for bitcoin trading account from 1 July to 30 June
Summary Statement for cash account from 1 July to 30 June
Yes No N/A
Insurance Policy Statements showing the insurance payments and the name of the SMSF
Please provide the copies of the relevant minutes, if the Fund has following activities:
Change in tax status i.e.: Member moved from accumulation to pension phase
Change of Trustee or Member
We will send all the Financial Reports via Echosign for digital signature. This eliminates the need for printing and
scanning signed pages back to us. An email will be sent to you to notify once the reports are sent. Please look out
for the email from Echosign.
As per the section 35B of the SIS acts, the accounts and the financial statements must be signed by at least two
Trustees. Please remember to provide us with at least two email addresses of the Trustees. We will send out the
Echosign emails to those Trustees for digital signatures.
Superannuation Warehouse operates as an accounting firm and is not licensed to give financial advice. Therefore,
we don't provide any financial advice.
I acknowledge and understand my responsibilities for:
• Reliability, accuracy and completeness of the accounting records/financial information
• Disclosure to Superannuation Warehouse of all material and relevant information
As Trustee of the Fund, I understand my obligations under self assessment to keep full and proper records for
minimum 5 years
As Trustee of the Fund, I confirm the information supplied is complete in order to start the accounting process.