SMSF in focus

Annual Compliance Reporting

We take care of the hard part, so you get the most out of your SMSF while remaining compliant

As trustee of a self-managed super fund, you get the honour of ensuring your fund complies with taxation and superannuation laws. In your role as trustee, you’ll need to ensure the following administrative obligations are met:

  • SMSF Audit

Your SMSF needs to be audited each year by an independent auditor who will check the fund complies with superannuation law. 

  • Lodge SMSF Annual Return (SAR)

Once the audit is complete, the assets of the SMSF need to be evaluated so statements and the SAR can be prepared. The SAR can then be lodged. 

  • Document and lodge transfer balance account report (TBAR)

When a member of the SMSF commences a pension phase income stream, you will need to begin lodging a TBAR.

  • Keep Records

There are a number of documents that must be correctly prepared and stored for several years for your SMSF to remain compliant.

The super industry is heavily regulated — and for good reason — but this can make the administration of an SMSF complicated, messy and time-consuming. The compliance documents required can be very convoluted, and it is strongly advised that members of the fund seek professional assistance with the administration side of the SMSF. This is where we come in!

We help you by preparing:

Our SMSF audit, accounting, and administration service takes care of everything you need regarding tax compliance, annual reporting and administration obligations. As trustee of an SMSF, you’re in complete control, but we’re here to offer our expert services and advice to ensure your SMSF financially thrives while maintaining compliance.

Taking Care of Your SMSF From Beginning to End

Working with us is easy, fast and cost-effective

SMSF Setup

Correctly and compliantly establish your SMSF ready to invest for your retirement

SMSF Investment Strategy

Expertly designed around risk, liquidity, diversification and cash flow requirements


Increasing borrowing capacity and sourcing the best loans to fund your investments

Annual Compliance Reporting

Maintain compliance with our accountants preparing annual accounts, tax return and audit

SMSF Insurance

Protect yourself, your loved ones and your assets with a comprehensive insurance strategy

Retirement Planning

Put a plan in place to create the income you need to fund your lifestyle goals in retirement

Pensions & Withdrawals

Access your SMSF with tax-effective income streams and withdrawals after meeting a condition of release

Winding Up an SMSF

Correctly wind up your SMSF according to the trust deed and compliance regulators