At the end of each financial year, your accountant prepares essential documents like financial statements, tax returns, and compliance reports - and that’s it. No context. No explanation. Just pages of numbers that don’t make sense unless you’re an accountant yourself.
You might look at those documents and think:
If that’s you - you’re not alone.
At SMART, We Do Things Differently.
We believe that understanding your financial position shouldn’t be confusing or overwhelming. That’s why we go beyond standard compliance and deliver something most accountants don’t: a customised Management Letter that ties it all together.
Our Management Letter is your one-stop summary - a clear, easy-to-read document that outlines:
Our Management Letter is not just a summary. It’s your source of truth for the financial year. It gives you the full picture in one place, so you don’t need to sift through every page of your returns and financials.
Contact our team today for proactive accounting and start planning with confidence.
To be eligible to make a downsizer contribution to your super, you must be aged 55 or older and have owned your home for at least 10 years prior to the sale.
The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.
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