Self Managed Super Funds
All SMSF Services

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.

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

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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