SMSF Accounting.

Grow your wealth.

Take care of your future.

A self-managed superannuation fund (SMSF) is a great investment strategy to build your wealth, but they are highly regulated. SMSF compliance doesn’t have to be complicated, we can effectively set up your fund and take care of your reporting, tax obligations and administration requirements.

We are experienced in superannuation and accounting, and our fixed-fee service means you have no surprise bills, with payments staggered throughout the year to help you manage your cashflow.

We do not provide investment advice for your SMSF, but can refer you to some of our trusted financial planning partners, or work with your preferred financial planner to create the best possible result for you.

Get additional control and flexibility for retirement planning and savings.

Our team are highly experienced in superannuation and accounting.
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SMSF Tax & Accounting.

We can take care of the setup and compliance side of your SMSF, assisting you with the full range of SMSF accounting and tax services.

SMSF Establishment.

  • Trustee Structure Advice and Establishment
  • Trust Deed
  • Product Disclosure Statements
  • Consents To Act
  • Minutes To Establish The Fund
  • Application For Membership
  • Beneficiary and Tax File Notices
  • Applications for ABN and Tax File Numbers
  • Registration for GST

SMSF Administration.

  • Monitoring of Contribution Caps
  • Advice on SMSF matters including GST, Capital Gains Tax and borrowing
  • Preparation of all Minutes and Trustee Resolutions
  • Preparation of Annual Financial Statements
  • Arrangement of an Independent SMSF Audit
  • Lodgement of BAS/PAYGI Statements (Monthly, Quarterly or Annual)
  • Lodgement of the Annual Tax Return and Regulatory Returns
  • Member Benefit Statements
  • Investment Reports and Year-end Valuation Report
  • Maintenance of Assets Purchase and Disposal Register
  • Documentation to commence a Pension (if required)
  • ASIC Corporate Compliance for the Trustee Company
  • Trust Deed Updates
  • SMSF Winding Up

Our steps to success.

1

Structure

Get the right business structure in place.

2

Systems

Set up accurate bookkeeping with ease.

3

Accounting

Tailored tax and accounting services.

4

Profit

Move towards a profit first business.

5

Grow

Scale your business and grow your wealth.

It all starts with a chat.

Tell us what you need, and we will tailor a support plan to suit you and your budget.
Our fees are spread out over the full year to help you manage your cashflow.

Every plan comes with Helpdesk support included so you can ask any questions you have throughout the year without worrying about extra bills.

LET’S TALK