SMSF Accountant Services
Specialist SMSF Accountants You Can Trust
Managing a Self-Managed Super Fund (SMSF) comes with significant responsibilities. From complying with superannuation legislation to preparing accurate financial statements and tax returns, trustees must ensure their fund meets its ongoing obligations.
Our specialist SMSF accountants work exclusively with Self-Managed Super Funds, providing practical advice, technical expertise, and ongoing support to help you confidently manage your fund while remaining compliant with Australian Taxation Office (ATO) requirements.
Whether you’re establishing a new SMSF, already managing one, or considering winding up your fund, we’re here to guide you through every stage of your SMSF journey.
Our SMSF Services
We provide comprehensive SMSF accounting and compliance services, including:
- Annual financial statements and member reporting
- SMSF tax return preparation and lodgement
- Independent audit coordination
- Investment and compliance reporting
- Pension commencement and pension compliance
- Contribution and withdrawal advice
- Limited Recourse Borrowing Arrangement (LRBA) compliance
- Trustee changes and fund administration
- Estate planning considerations for SMSFs
- SMSF wind-up services
Our team stays up to date with the latest superannuation legislation, ensuring your fund continues to meet its legal obligations while helping you avoid costly compliance issues.
Why Choose Our Specialist SMSF Accountants?
Dedicated SMSF Expertise
Unlike general accounting firms, our team specialises in Self-Managed Super Funds. SMSFs are governed by complex legislation that is constantly evolving. We understand the technical requirements and provide advice tailored specifically to SMSF trustees.
Proactive Compliance
We help identify potential issues before they become problems, ensuring your fund remains compliant with ATO regulations and the Superannuation Industry (Supervision) Act.
Clear, Practical Advice
We explain complex superannuation rules in plain English, helping you understand your responsibilities and make informed decisions for your retirement savings.
Responsive Support
Whether you have questions about contributions, pensions, investments, property, or compliance obligations, our team is available to provide timely and practical guidance.
Who We Help
Our SMSF accounting services are ideal for:
- Individuals considering establishing an SMSF
- Existing SMSF trustees seeking specialist accounting support
- SMSFs investing in residential or commercial property
- Trustees with Limited Recourse Borrowing Arrangements (LRBAs)
- Funds transitioning to retirement pensions
- Trustees looking to wind up their SMSF
- Professionals who want expert SMSF advice throughout the year—not just at tax time
SMSF Establishment Fees
We believe in transparent pricing with no hidden surprises.
- SMSF establishment with individual trustees: $1,320.00 (including GST)
- SMSF establishment with a trustee company: $2,420.00 (including GST)
- Bare trust establishment with a trustee company (for Limited Recourse Borrowing Arrangements): $2,200.00 (including GST)
If your SMSF intends to purchase property using a Limited Recourse Borrowing Arrangement (LRBA), a separate bare trust is required to hold the property on behalf of the SMSF. We can establish the bare trust and ensure the structure is correctly set up before the property purchase proceeds.
Frequently Asked Questions
Do all SMSFs require an annual audit?
Yes. Every SMSF must be independently audited by an approved SMSF auditor before its annual return is lodged.
Can you help if I'm changing accountants?
Absolutely. We can manage the transition from your previous accountant and obtain the information needed to continue managing your SMSF.
Can you assist with winding up an SMSF?
Yes. We guide trustees through the entire wind-up process, ensuring all regulatory requirements are met before the fund is closed.
Do you provide advice throughout the year?
Yes. We believe ongoing support is essential for SMSF trustees. We’re available to answer questions as legislation changes or your circumstances evolve.
Speak With a Specialist SMSF Accountant
Managing an SMSF doesn’t have to be complicated. Whether you need assistance with annual compliance, tax returns, pensions, property investments, or winding up your fund, our specialist SMSF accountants are here to help.
We’ll take the time to understand your circumstances, explain your options, and ensure your SMSF remains compliant with all ATO requirements.
Book a consultation today to discuss your SMSF and discover how our specialist team can support your retirement goals.
