Annual accounts, tax return and independent audit for your self-managed super fund, done properly and on time.
Running your own super fund gives you control, and a long list of rules to keep on top of. With a background in investing, we know SMSF accounting inside out. We prepare your fund's accounts and annual return, arrange the independent audit and keep you on the right side of the ATO, so you can focus on your investments.
Many SMSF accountants charge for the audit separately. Ours is built into the price.
Everything your fund needs each year
Typically
So there are no surprises
Your fund can claim the costs of running it and earning its income. If the fund pays a pension, some costs need to be split between the taxable and tax-free parts.
Accounting and tax return fees, the annual audit, the ATO supervisory levy and ASIC fees for a corporate trustee.
Interest on a limited recourse borrowing arrangement, ongoing adviser fees for your existing strategy, and rental property expenses.
Life, total and permanent disability, and income protection premiums held through the fund.
Setting up the fund, advice on a brand new investment strategy, and penalties, which must never be paid from fund money.
General information only, based on ATO rules as at November 2026. It isn't personal or financial product advice. We don't advise on whether an SMSF is right for you or what it should invest in.
Book a free 30 minute consultation at a time that suits you. Prefer to talk? Call 0421 143 146, or send us a question.
