01
Annual Financial Statements
Preparation of the SMSF financial statements and supporting workpapers.
SMSF Accounting
SMSF Accounting & Tax
Annual SMSF accounting, tax and compliance support for trustees across Australia.
Our Approach
Keep the fund compliant and the records clear
SMSFs bring together tax, superannuation and investment reporting. We prepare the annual accounts and tax return, coordinate the audit process and help trustees work through the accounting and tax issues that arise during the year.
SMSF audits must be completed independently. We prepare the fund for audit and work with the registered SMSF auditor, but we do not audit our own accounting work.
How We Can Help
SMSF Accounting & Tax
Focused support across the core accounting, tax and compliance matters relevant to this service.
02
SMSF Tax Return
Preparation and lodgement of the annual SMSF tax return.
03
Audit Support
Preparation of records and coordination with an independent registered SMSF auditor.
04
Contributions & Pensions
Accounting and tax support for contributions, pensions and member balances.
05
Property & Investments
Accounting and tax treatment for SMSF property and investment transactions.
06
Compliance & ATO Support
Assistance with accounting, tax and ATO matters affecting the fund.
Who We Help
Support that fits your circumstances
Established SMSFs
Annual accounting, tax return and audit preparation.
Property SMSFs
Funds holding direct property or using an LRBA structure.
Accumulation & Pension Phase
Member balance, pension and tax reporting support.
Trustees Needing Ongoing Support
Practical help when transactions or compliance questions arise.
Ready to talk?
Book a consultation with us today and tell us what you need help with.