Self Managed Super Funds

SMSF Accounting and Audits

Stay on top of your SMSF accounting and audits.

Our ongoing SMSF administration and compliance service reconciles the transaction data of your SMSF throughout the year, so your SMSF accounts are always up to date and you have current information to make informed decisions.

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Why is SMSF Compliance Important?

Self-managed super funds offer a huge range of benefits when it comes to your investment strategy and retirement planning. From concessional tax rates to direct property investment and more, SMSFs give you greater control and flexibility than a public superannuation account provides.

To manage this appropriately, Australian superannuation legislation dictates clear compliance requirements and the ATO can impose harsh fines or penalties for non

Fixed-Fee SMSF Accounting

We offer a complete SMSF solution provided by a dedicated SMSF specialist team of Melbourne-based accountants.

Our fixed-fee solution includes:

Monthly reporting

Access to our online portal so you can view your SMSF as and when you need it

Access to your very own dedicated SMSF Specialist Accountant to assist you with any questions at any time

Preparation of Annual Financial Statements

Preparation of Annual Member Benefit Statements

Maintenance of Fund and Member details

Preparation of Trustee Meeting Minutes

Annual Contribution and Pension Reporting

Coordination of the required Independent SMSF Annual Audit

Preparation and lodgement of Business Activity Statements or Instalment Activity Statements

Coordination of your actuary certificate

Preparation of payment summaries for applicable pensions

Communication between trustees, directors, the Australian Taxation Office and any other relevant parties

Lodgement of your SMSF Tax Return (as a registered tax agent)

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Make life easier for yourself!

As a multidisciplinary service provider, BlueRock has all the SMSF services you need in one place, making it super easy to have an SMSF with BlueRock.

L16, 414 La Trobe, Melbourne 3000

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