SMSF Accounting Services

We are a niche team of professionals focused on providing SMSF Accounting Services built on the twin pillars of technical excellence and high level automation solutions.

This automation of the day to day compliance work allows us to provide high level technical solutions for our clients at an affordable cost. 

Our team of experienced, accredited SMSF accountants pride themselves on providing a next level service being responsive to our clients’ needs while keeping to our mission of being niche SMSF providers and not a jack of all trades!

Our SMSF Accounting Services Include:

• A proactive or reactive offering depending on our clients’ needs.
• Regularly reconciling your bank accounts and investment activity via data feeds linked into the Class Super platform.
• Preparing annual Financial Statements and SMSF Tax Returns.
• Maintenance of your investment records for capital gains.
• Prepare and lodge your BAS, IAS, PAYG and TBAR reports to the ATO.
• Maintaining your pension accounts.
• Preparing all minutes, declarations and regulatory documents.
• Creating an audit file and managing the annual external audit.

We are also equipped to handle any complex issues that you may have and will be able to give you advice on how best to handle these! Some of these more complex areas include:

• We can review and update your SMSF Deed via our in house SMSF lawyers to ensure compliance with recent legislative changes.
• We can sort out your LRBAs (Limited Recourse Borrowing Arrangements).
• When it is time to close the fund we are able to assist with SMSF Wind Ups.
• We assist with deceased estate wind ups and can help make sure you do so as tax effectively as possible.
• We can process corporate trustee and member changes.
• If something has gone wrong, we are here to help! We have experience dealing with Compliance Breach rectifications.