We provide structured SMSF accounting, compliance and reporting support to help trustees meet obligations, stay audit-ready and make informed decisions.

SMSF Establishment

• SMSF establishment and super account application support

Compliance & Reporting

• Preparation and lodgement of SMSF annual returns
• Quarterly activity statement preparation and reconciliation
• Transfer Balance Account Report (TBAR) preparation and lodgement
• End-of-year reconciliations and preparation of SMSF financial statements

Member Administration

• Monitoring of minimum pension withdrawal requirements
• Member appointment and removal administration
• Death benefit nomination documentation support

Tax Planning & Audit Support

• Year-end tax planning for SMSF trustees and members
• Coordination with the fund auditor and audit document preparation

Fund Management

• Rollover documentation and processing support (to and from SMSF)
• SMSF wind-up support including final balance and withdrawal calculations