SMSF set-up, tax returns and compliance
We help trustees set up and register a self-managed super fund (with the trust deed arranged through our legal partners), then prepare the annual SMSF tax return and compliance work each year, with the independent audit arranged for you. We also look after employer super contributions for businesses.
Prefer to talk first? Book a free 15-minute call.
- Registered Tax Agent
- CPA qualified
- Independent audit arranged
- 15+ years’ experience
What’s included
The yearly work that keeps your fund compliant, plus help getting started.
SMSF set-up
- Fund establishment
- Trustees set up; deed arranged through our legal partners.
- ATO registration
- ABN, TFN and regulated fund election.
- Ready for rollovers
- Bank account and ESA steps explained.
Annual return & compliance
- SMSF annual return
- Prepared and lodged with the ATO.
- Financial statements
- Fund accounts and member statements.
- Independent audit
- An approved SMSF auditor arranged.
Employer super
- Super guarantee
- Contributions worked out each pay.
- SuperStream
- Payments made to each fund.
- Payday Super
- Super paid in line with each payday.
How it works
- 1
Free 15-minute call
Tell us about your fund, or the fund you’re planning to set up.
- 2
Fixed-fee quote
We confirm the scope and fee in writing before any work starts.
- 3
We do the work
We prepare the accounts, arrange the audit and lodge your return.
SMSF questions
Can you set up a new SMSF?
Yes. We help with the set-up steps, arrange the trust deed through our legal partners, and register the fund with the ATO. If you’re still deciding whether an SMSF is right for you, that’s a financial advice question, and we’ll suggest you speak with a licensed financial adviser.
Who does the SMSF audit?
Every SMSF must be audited each year by an independent, approved SMSF auditor before the annual return is lodged. We arrange the audit for you and give the auditor what they need.
When is the SMSF annual return due?
It depends on your fund and its lodgement history. As your Registered Tax Agent, we’ll confirm your due date and keep you on track.
How much does SMSF accounting cost?
We give you a fixed-fee quote based on your fund’s investments and activity, and confirm in writing what it covers before any work starts.
Do you help employers with super?
Yes. We calculate and pay employer super guarantee through SuperStream as part of our payroll service.
Talk to us about your SMSF
Book a free 15-minute call and get a fixed-fee quote within 1 business day.