SMSF accounting and administration
Keep your self-managed super fund records up to date with accounting, annual reporting and independent audit coordination. We explain what trustees need to provide and when.
What's Included in Our Self-Managed Super Funds (SMSF)
See the work covered by this service. We will confirm the scope and the records needed before getting started.
SMSF Setup & Structuring
Assistance with establishing your SMSF, including trust deed setup, ABN/TFN registration, and rollovers from other funds.
Annual Administration & Reporting
Comprehensive annual financial statements, member statements, and preparation of the SMSF annual return.
Audit & Compliance Management
We coordinate the annual audit with an independent auditor and help organise the records they request.
Investment Strategy Documentation
Guidance on preparing and maintaining your fund's investment strategy documentation as required by law.
Our Simple Process
Start with a conversation, share the relevant records and agree on the next steps.
Strategy & Setup
We help you determine if an SMSF is right for you and assist with establishment.
Ongoing Administration
We handle the day-to-day bookkeeping and transaction processing for your fund.
Year-End Financials & Audit
We prepare annual accounts and coordinate the independent audit.
Lodgement & Compliance
We lodge the annual return and ensure all compliance obligations are met.
Let's Transform Your Financial Management
Join hundreds of satisfied clients who trust us with their financial success. Schedule a consultation today and discover how we can help your business thrive.