SMSF accounting and compliance
Keeping your fund compliant, year after year.
Running a self-managed super fund gives you control over your retirement savings, but it also comes with strict rules and annual obligations. We take care of the accounting, tax and compliance side, so you can be confident your fund is meeting them.
We prepare your fund's financial statements and SMSF annual return, keep its records in order and work with your fund's independent auditor, so the process runs smoothly each year.
We work with clients across Melbourne from our offices in Mount Waverley, Port Melbourne and North Melbourne.
Who we help
Trustees who want peace of mind
Experienced accounting and tax support for the obligations that come with running your own fund.
Business owners
An SMSF that sits alongside your business and family structures, looked after by the same team.
Funds changing accountants
Taking over the fund's accounts and getting its records and lodgements up to date.
SMSF services we provide
- SMSF annual financial statements
- SMSF annual return
- Member statements
- Tracking contributions and pension payments
- Working with your fund's independent auditor
- Tax planning for the fund
- Record keeping and compliance reminders
Getting started is easy
- 1
Free consultation
Tell us about your situation and what you need help with.
- 2
A clear plan and price
We recommend only what you need and agree the fee upfront, so there are no surprises.
- 3
We take care of it
Qualified accountants who get to know your situation, and a team you can call whenever a question comes up.
Frequently asked questions
What does an SMSF accountant do?
We prepare your fund's financial statements and annual return, help keep its records compliant and work with the independent auditor. Every SMSF must be audited each year by an approved SMSF auditor.
Can you tell me what my SMSF should invest in?
No. Advice about your fund's investments needs to come from a licensed financial adviser. We focus on the accounting, tax and compliance side, and we're happy to work alongside your adviser.
Can you take over my fund from another accountant?
Yes. We can take over your fund's accounts, request the records we need and get any outstanding lodgements up to date.
Can you look after my SMSF and my business?
Yes. We can look after your business, family structures and SMSF together, so everything is handled by one team.
Talk to us about your SMSF
Book a free, no-obligation chat with the team.
Other services
Tax returns & compliance
Company, trust, SMSF and individual returns, GST and BAS, FBT, payroll tax and capital gains.
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Regular reporting, budgets and KPIs that show how the business is really tracking.
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Accurate books, payroll and BAS lodgement handled for you, so tax time has no surprises.
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