Specialist Self-Managed Super Fund (SMSF) Accounting
Secure your retirement with elite, CA ANZ-backed SMSF administration. We take the stress out of complex compliance, annual financial statements, and independent audit coordination so your retirement wealth continues to grow legally and safely.
Comprehensive SMSF management, completely compliant.
- Preparation of annual SMSF financial statements and member accounts.
- Annual SMSF tax return preparation and lodgement with the ATO.
- Coordination and facilitation of your mandatory independent SMSF audit.
- Proactive compliance monitoring, contribution tracking, and pension setup assistance.
Navigating SMSF regulations doesn’t have to be daunting. As Registered Tax Agents and CPA/CA ANZ members, we specialize in the intricate rules governing superannuation. Our role is to handle the heavy administrative lifting, ensuring your fund complies fully with SIS Act requirements while helping you protect and transition your hard-earned retirement wealth.
Your SMSF Questions Answered.
Managing your own super fund offers incredible control, but comes with strict ATO obligations. Here are the quick facts on SMSF administration.
What are my key responsibilities as an SMSF Trustee?
As a trustee, you are legally responsible for all fund decisions, including complying with tax and super laws, developing an investment strategy, and ensuring the fund’s sole purpose is to provide retirement benefits for members. We act as your compliance shield, guiding you through every administrative step.
Why does an SMSF require an independent audit every year?
The ATO requires all SMSFs to be audited annually by an approved, independent SMSF auditor before the annual tax return can be lodged. This ensures the fund complies with superannuation rules. We fully coordinate this process, packaging your clean financial data to ensure a smooth, hassle-free audit.
Can an SMSF buy residential or commercial property?
Yes, an SMSF can purchase property, but strict rules apply. It must meet the ‘sole purpose test’ (no members or relatives can live in or rent a residential property owned by the fund). Commercial properties can, however, be leased back to your business at market rates. We guide you on the complex tax and compliance setups required for SMSF property acquisitions.
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Every industry demands a distinct financial approach. Let’s design a practical framework built for your specific business goals.
