Try our annual
SMSF accounting
services and
compliance
package

All your annual tax & accounting
compliance needs sorted.

With our SMSF annual compliance package you get:

Financial statements
Tax returns
Annual audit

Fixed fee quoted upfront

Our fee is based solely on your Fund’s requirements. There are no percentage fees based on investment returns or asset balances.

To get started call 1300 659 589


Send us an email
about your SMSF
requirements and we’ll
arrange a free initial
consultation.

    Request a free consultation

    At The SMSF Accountant, we specialise in all things super. Our core SMSF accounting services manage the full tax and administrative requirements of your fund, ensuring it remains compliant with ATO regulations at all times.

    SMSF annual financial statements

    We prepare the annual compliance for your SMSF, including financial statements, member statements, and your fund’s income tax return. We also liaise with the independent auditor to obtain your fund’s annual audit report – a mandatory requirement for all SMSFs.

    Find it hard to keep up the paperwork?
    Get the best SMSF advice from a specialist.

    Annual tax returns & ATO support

    With our Annual Compliance package our SMSF accounting services go well beyond the annual return. We provide year-round support as your fund’s registered tax agent – liaising with the ATO on your behalf, processing release payments and rollovers through SuperStream, and advising on specific transactions as they arise. We’re always just a phone call away.

    Need help dealing with the ATO?
    Find out about our SMSF Tax Agent Service.

    Annual independent audits

    We coordinate your fund’s annual audit with our independent auditor. We can also liaise with our auditor at any time to discuss any potential implications of a future transaction to ensure your Fund remains compliant with the SIS Act and superannuation regulations.

    Setting up or making SMSF changes?
    Find out about our SMSF set-up & admin service

    Our SMSF accounting services aren’t just about keeping your fund compliant. Whatever you need us for, we’re always just a phone call away.

    Have a different question? Give us a call or drop us a line.

    Good questions deserve straight answers. Here’s what we get asked most often.

    • How long have you been in business?

      The SMSF Accountant is based in Melbourne and has the capacity to take on clients from all over Australia. In fact, a large portion of our clients based outside Victoria. All our staff are based in Victoria, Australia – we do not outsource or offshore any of our work.

    • Where is the business based?

      The SMSF Accountant is based in Melbourne and has the capacity to take on clients from all over Australia. In fact, a large portion of our clients based outside Victoria. All our staff are based in Victoria, Australia – we do not outsource or offshore any of our work.

    • Can you provide services remotely?

      Yes, we have been providing all services remotely for many years. Our systems and processes make the delivery of remote services easy, even for the not quite tech-savvy. However, the services of The SMSF Accountant are personal and you can speak directly with the Australian professional who is looking after your ongoing SMSF administration and compliance needs.

    • We’d like to meet with you. How do we arrange this?

      We’re happy to meet in person, or we can arrange a meeting over Zoom, Microsoft Teams, or FaceTime.
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