Step 1
Sign up
Appoint us as the fund’s tax agent. All trustees sign online.
Already a client? Go straight to step 2.
Step 2
Your tax return forms
Fill in online and upload your receipts. Only send the ones that apply.
Each form starts with the financial year you’re doing the tax return for. It’s set to 2025–26, the year just finished, and the ATO rates follow the year you choose.
Accounting software access
Using Xero, MYOB, QuickBooks or other software? Give us access by inviting info@topaccountants.com.au.
Contributions, rollovers and benefits
Per member: concessional and non-concessional contributions, rollovers in and out, pensions and lump sums paid.
Investments and bank statements
Bank, holding and transaction statements, and property documents.
Fund expenses
Accounting, audit, ATO levy, investment and property expenses.
Annual independent audit
The annual independent audit is arranged as part of your SMSF return.
Receipts and documents
Bank statements, invoices and receipts, sent securely.
Questions about a form? Call 1300 009 007 or email info@topaccountants.com.au.