SMSF Tax & Administration
Annual SMSF tax, administration and compliance, handled end-to-end.
What this service is for
Running your own super fund gives you control, but it brings real obligations. We handle the annual tax, financial statements and compliance work so you can focus on the investments — and we explain what's happening in plain English along the way.
Built for these situations.
Existing SMSFs
Funds needing reliable annual administration and tax lodgement.
Pension-phase trustees
Pension calculations, minimum drawdowns and TBAR reporting handled correctly.
Property in super
LRBA structures, related-party rules and SIS Act compliance reviewed.
New funds
SMSF establishment with deed, trustee, ABN, TFN and rollover support.
What's included
Every engagement is scoped to your situation. Here's the typical scope of work covered under this service.
- Annual SMSF tax return
- Financial statements and member statements
- Trustee minutes and resolutions
- Independent auditor coordination
- Contribution and pension reporting (TBAR)
- Investment strategy review documentation
- Limited recourse borrowing (LRBA) compliance
- ATO correspondence
How we work together.
- Step 01
Collect the data
Bank, broker, property and contribution records gathered with your secure portal.
- Step 02
Prepare & coordinate audit
Accounts and tax return drafted, then routed to an independent SMSF auditor.
- Step 03
Lodge & report
Return lodged with the ATO, with member statements and a clear plan for the next year.
Where this service makes the biggest difference.
Starting a pension
Pension commenced correctly with TBAR lodged and minimum drawdowns planned.
LRBA in place
Bare trust structure, loan documentation and SIS Act compliance verified each year.
Member changes
New member admissions, contribution caps and rollovers handled cleanly.
What you can expect from us.
Compliant by design
Independent audit, accurate TBAR and on-time lodgement, every year.
Trustee-friendly explanations
You'll understand your fund's position, not just sign the return.
Investment-strategy aware
We make sure documentation reflects what the fund is actually doing.
Single contact
We coordinate the auditor and ATO so you don't have to.
Questions clients ask.
Have something else on your mind? Book a consultation and we'll talk it through.
You may also need.
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Learn moreNo matter your goals, it all starts with a chat.
Pick a time that suits — a quick intro call or a longer video meeting. No pressure, no obligation.
Prefer to talk first? 0410 900 005