What's Included
- Annual SMSF financial statements
- SMSF tax return preparation & lodgement
- Independent SMSF audit coordination
- Member contribution tracking
- Pension & lump sum calculations
Complete SMSF accounting, compliance, and reporting. Managing an SMSF comes with complex responsibilities. Our specialists handle everything — from annual SMSF financial statements and tax returns to independent audits and compliance reviews. We help trustees stay compliant, informed, and confident in managing their retirement savings.
SMSFs are subject to strict ATO compliance requirements. Trustees face significant penalties for breaches, and the complexity of super laws continues to increase each year.
We provide complete SMSF accounting and compliance services for Australian trustees. Our specialists prepare annual financial statements, coordinate independent audits, and lodge your SMSF tax return accurately and on time. We keep you informed of legislative changes and ensure your fund remains compliant with superannuation laws.
All SMSFs must be audited annually by an approved SMSF auditor before lodging the annual return. We coordinate this process with trusted independent auditors.
Penalties range from administrative fines to making the fund non-complying, which can result in tax of up to 45% on the fund's assets. We help you avoid these risks.
Yes, through a Limited Recourse Borrowing Arrangement (LRBA). We work with our financial advice and mortgage broking teams to structure compliant SMSF property investments.
Based in Melbourne's eastern suburbs, we understand local businesses and families. Our team provides hands-on, personalised service.
Accounting, financial advice, and mortgage broking under one roof. We coordinate across disciplines to deliver holistic solutions.