Self-managed super funds (SMSF) Services & Administration

Our SMSF accounting & administration services include ongoing administration and compliance to reconcile the transaction data of your SMSF throughout the year, so your accounts are always up to date and you have current & accurate information to make informed decisions.

Self-managed super funds (SMSF) are a passion of ours. Our dedicated team of SMSF specialists assist over 150 SMSFs with their compliance obligations and we make the process as seamless as possible.

Here are some of the SMSF accounting services we can assist you with:

• How and why you might establish an SMSF or wind down an SMSF. In relation to personal advice on setting up an SMSF we can refer you to a licensed financial advisor who will discuss your goals and objectives and provide a written Statement of Advice in relation to setting up an SMSF.
• Assistance with establishment, rollovers and administration of your SMSF
• Factual advice in relation to the taxation benefits of your SMSF
• Preparation of an annual financial report and income tax returns for the SMSF
• Audit of financial reports
• Assistance with ongoing compliance with the Superannuation Industry (Supervision) Act 1993 & Regulations.
• Assistance with setup and monitoring of pensions and annual minimum pension requirements.
• Retirement planning & Wealth Creation Strategies
• Limited recourse borrowing arrangements (LRBA) for property acquisitions in the SMSF - we can refer you to a licensed financial advisor who can provide a written Statement of Advice in relation to an LRBA and a mortgage specialist to assist with the financing of the property acquisition.
• Specialist Ongoing Support. Our clients will benefit from the support of our qualified SMSF specialists who can assist with a variety of tax and compliance related superannuation queries and strategies.

Locally Managed SMSF Accounting & Administration

All your SMSF accounting and administration is handled by our experienced, locally based team of qualified accountants. We ensure your personal information and financial records remain secure, private, and fully protected.

Independent, Compliant SMSF Auditing

Your SMSF will be audited by independent, Australian-based specialist SMSF auditors who meet all legislative requirements for SMSF independence. Rest assured, your data is in safe hands and your fund is fully compliant.