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SMSF Setup & Establishment

SMSF Accounting & Administration

SMSF Accounting & Administration

Setting up a Self-Managed Super Fund (SMSF) is a significant step towards taking control of your retirement savings. We guide you through every stage of the establishment process, ensuring your fund is compliant from day one. 

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SMSF Accounting & Administration

SMSF Accounting & Administration

SMSF Accounting & Administration

Our SMSF Accounting & Administration service is designed to take the pressure off trustees by handling the day‑to‑day compliance, reporting, and regulatory obligations that come with running your own fund. 


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SMSF Consulting Services

SMSF Accounting & Administration

SMSF Consulting Services

Our SMSF consulting and accounting services are designed to support trustees with the ongoing management, compliance, and administration of their self-managed super fund.



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SMSF Setup & Establishment

Our SMSF Establishment service includes:

  • Expert consultation to assess your suitability for an SMSF
  • Preparation and lodgment of all required legal documents
  • Assistance with trust deed creation and fund registration
  • Setting up bank accounts and electronic service addresses
  • Registration for tax and regulatory requirements (ABN, TFN, ATO)
  • Guidance on trustee responsibilities and compliance obligations

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SMSF Accounting & Administration

Our SMSF Accounting & Administration service include:

  • Comprehensive SMSF Accounting: We prepare all financial statements, member statements, and year‑end accounts in line with ATO and ASIC requirements, ensuring your fund remains compliant and audit‑ready.
  • Annual Return & Regulatory Lodgements: From the SMSF Annual Return to TBAR reporting and actuarial certificates (where required), we manage every mandatory lodgement on your behalf.
  • Daily Administration & Support:  We maintain your fund’s records, track contributions and pensions, monitor compliance events, and keep your documentation up to date throughout the year.
  • Investment & Transaction Processing: Every transaction is accurately recorded and reconciled to maintain a clear picture of your fund’s performance.
  • Pension & Contribution Management: We help you navigate contribution caps, minimum pension requirements, and transition‑to‑retirement strategies to ensure your fund operates within the rules.
  • Audit Coordination: We work directly with independent SMSF auditors, preparing all required documentation and responding to queries to streamline the audit process.

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Consulting Services

Our SMSF consulting service includes:

  • Trustee Obligations & Governance: Understanding your responsibilities and maintaining a compliant fund structure.
  • Regulatory Changes & ATO Guidance: Interpreting new legislation and ensuring your fund adapts appropriately.
  • Audit & Risk Management: Identifying potential compliance risks early and implementing corrective strategies.
  • Contribution & Pension Planning: Optimising contributions, managing caps, and structuring pensions to maximise tax efficiency

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