A self-managed super fund gives you control over your retirement savings, along with real legal responsibilities as a trustee. We look after the accounting and tax compliance so your fund stays on track.
Our SMSF services
- Annual financial statements and member statements
- SMSF annual return preparation and lodgement
- Coordinating the annual independent audit with an approved SMSF auditor
- Contribution, pension and investment records
- Property and other asset transaction records
- Reminders for key trustee obligations and deadlines
Clear advice boundaries
We provide accounting and tax compliance services for SMSFs. We do not provide financial product advice. If you need advice about investments, or about whether an SMSF is right for you, we are happy to work alongside your licensed financial adviser.
SMSF work is quoted separately
SMSF compliance is not part of our monthly business packages. We provide a fixed quote for your fund each year.
Frequently asked questions
Does my SMSF need an audit every year?
Yes. Every SMSF must be audited each year by an approved SMSF auditor before its annual return is lodged. We prepare everything the auditor needs and coordinate the process.
When is my SMSF annual return due?
Due dates depend on your fund’s circumstances and lodgement history. We’ll confirm your fund’s date and keep you on schedule.
Can you take over from my current accountant?
Yes. We’ll request your fund’s records from your previous accountant and make the changeover simple.
