An SMSF gives you greater control over your investment strategy and retirement savings. However, it also comes with strict compliance, reporting, and taxation obligations under Australian superannuation laws.

We provide one-stop SMSF accounting, taxation, and compliance services, ensuring your fund remains compliant while you focus on growing your wealth.

Our SMSF taxation & compliance services include:

SMSF Establishment & Setup

We help you establish your SMSF correctly from the start, ensuring full compliance with the regulatory requirements. 

Our services include:

• Advising on Individual v. Corporate Trustee structures; 

• Corporate trustee setup (if required)

• Preparation of SMSF trust deed, Trustee Declarations, etc.

• Tax File Number (TFN), Australian Business Number (ABN), GST (if required) registrations with ATO 

• Assistance with opening SMSF bank account and obtaining an Electronic Service Address (ESA)

• Assistance with rollover of existing super

SMSF Accounting & Administration

We ensure up-to-date transaction recording, and ongoing compliance and reporting.

Our services include:

• Bookkeeping and transaction recording

• Preparation of financial statements

• Member statements and balance reporting

• Maintenance of statutory records

SMSF Tax Return & Compliance

SMSFs must lodge an annual return and comply with ATO regulations.

Our services include:

• Preparation and lodgement of SMSF Annual Tax Return

• Preparation and lodgement of BAS (if applicable), and GST compliance

• Monitoring contribution caps and pension requirements

• Preparation of trustee resolutions

• Transfer Balance Account Reporting (TBAR)

• Liaison with the ATO

SMSF Audit Coordination

Annual independent audit is mandatory for all SMSFs. 

Our services include:

• Liaising with independent SMSF auditors

• Preparing and organising required documentation

• Addressing audit queries and ensuring smooth completion

SMSF Tax & Compliance Advice

We provide expert guidance on:

• Contributions and caps

• Pension phase compliance

• Tax implications of investments

• Regulatory updates and changes

Our focus is to ensure your SMSF remains fully compliant and tax-efficient.

Why Choose Us for SMSF?

• Registered Tax Agents & SMSF Specialists

• End-to-end SMSF solutions

• Compliance-focused approach

• Transparent and timely service

• Personalised support for trustees