Existing SMSF trustee
You already have an SMSF and need someone to keep the annual accounts, tax return and audit on track, with clear explanations in plain English so you know where your fund stands each year.
SMSFs & retirement
Self-managed super funds can give you more control over your retirement savings, but they come with real responsibilities. We look after the SMSF tax and compliance side so you and your adviser can focus on the strategy – with clear information, timely lodgements and fewer surprises.
Is this you?
Thinking about starting an SMSF
You are considering an SMSF and want a balanced view of the pros, cons and obligations – including ongoing costs, record-keeping requirements and how it fits into your broader tax and retirement plans.
Approaching retirement
You are getting closer to retirement and need to understand contribution caps, pension rules and how your SMSF income and withdrawals will be taxed so you can plan with confidence.
How we help SMSF trustees
Annual SMSF accounts & tax return
We prepare the annual financial statements and tax return for your SMSF so you have a clear, compliant picture of the fund each year, including:
- Member balances and contributions
- Investment income, expenses and tax components
- Pension payments and minimum drawdown checks
Working with your adviser and auditor
We coordinate with your financial adviser and SMSF auditor so the fund stays on top of its obligations:
- Timely provision of information to the auditor
- Addressing audit queries and implementing recommendations
- Checking that fund transactions line up with the strategy you have agreed with your adviser
Contributions, pensions and tax
We help you understand, in practical terms:
- How concessional and non-concessional contributions affect your tax and caps
- When pensions are tax-free and when they are not
- How SMSF decisions interact with your personal tax position and estate plans
How we work with SMSF clients
1. Fund review
We review your trust deed, previous accounts and returns, and current investment mix, and clarify your objectives with you and your adviser so we are all working from the same clear starting point.
2. Annual cycle
Each year we collect transaction data, prepare the accounts and tax return, and liaise with the auditor. You receive a clear summary of the result, any issues raised and what needs attention before the next year.
3. Checkpoints before big moves
When you are considering significant contributions, withdrawals or investments, we encourage a quick check-in so the tax and compliance consequences are understood up front – helping you stay in control and avoid costly mistakes.