SMSF
Self Managed Super Funds (SMSF)
A self managed super fund can offer greater control, but it also comes with detailed rules, reporting and trustee responsibilities. We help keep the accounting and tax side organised so trustees can understand the fund’s position and meet ongoing obligations.
01
Understand what an SMSF involves
An SMSF gives trustees control over investment decisions, but that control comes with responsibility. We explain the accounting, tax and record-keeping framework and help you understand where licensed financial or legal advice is required.
- Trustee responsibilities and record keeping
- Investment and transaction documentation
- Contribution and pension accounting
- Related-party and compliance considerations
02
SMSF annual accounts and tax return
We prepare the annual financial statements and SMSF tax return and organise the information required by the independent auditor.
- SMSF financial statements
- Annual tax return preparation
- Audit workpapers and supporting schedules
- Trustee document checklist
03
Property investment accounting
Property can form part of an SMSF investment strategy where the relevant superannuation rules are met. We can handle the accounting and tax reporting and coordinate with appropriately licensed advisers and legal specialists for strategy, borrowing and structuring advice.
- Rental income and expenses
- Property acquisition accounting
- Capital gains records
- Borrowing and LRBA accounting where applicable
04
Plan securely toward retirement
The tax treatment of superannuation depends on the fund’s circumstances and current law. We keep the reporting accurate and can coordinate with advisers so tax, investment and retirement decisions are considered together.
- Accurate records reduce errors
- Clear separation of fund and personal transactions
- Ongoing compliance calendar
- Coordination with independent auditors
Let’s make the numbers easier to live with.
Tell us what you are working through. We’ll help you find the clearest next step.