Our specialist
SMSF outsourced
accountant
package let’s
you focus on
your clients

At The SMSF Accountant, we specialise in all things superannuation. Our SMSF outsourcing services are designed to integrate seamlessly with your existing practice. Whatever the size of your firm, we can tailor our services to meet your clients’ needs.

We collect all required documents and data directly from you, then take care of the full annual compliance process. This covers financial statements, member statements, tax return preparation and lodgement, independent audit coordination, and a free Electronic Service Address (ESA) service for every fund.

Our rates are based on the estimated time required to complete the annual compliance, which is often influenced by the quality of financial data received. We have worked with Class software for over 10 years and are extremely efficient in uploading and processing Fund’s data.

Superannuation legislation and ATO guidelines change constantly, and keeping up to date is a full-time job in itself. By outsourcing your SMSF work to us, you can focus on your clients with complete confidence that the super side is in expert hands. We’d be happy to provide a competitive quote for the outsourcing of your firm’s Funds.

Accounting for an SMSF requires specialist software to ensure the tax-free proportions of all member accounts are accurately recorded and maintained. We use Class software for all our Funds. This software provides a free ESA (Electronic Service Address) for each Fund, which is required for accepting and initiating any rollovers and receiving most employer contributions. We can also manage any SuperStream transaction through Class – such as rollovers and release authorities.

Our SMSF outsourced accountant services don’t stop there. We can be on hand all year to handle SuperStream rollovers, liaise with the ATO, and provide specialist advice on contributions, pension strategies and Personal Transfer Balance Caps – whatever your clients need, whenever they need it.