SMSF specialists, period
SMSFs are our only practice — members of CAANZ, the SMSF Association, and the Tax Institute, and registered ATO Tax Agents.
Independent audit included
Coordinated annually with an ASIC-registered third-party SMSF auditor — fee bundled into your monthly admin.
Real people who answer
A small Australian team that knows SMSFs deeply. No call centres, no offshore admin, no junior generalists.
What an SMSF accountant covers each year
- Annual financial statements and member statements
- SMSF Annual Return and income tax return prepared and lodged with the ATO
- Independent audit by an ASIC-registered SMSF auditor (included in your fee)
- Pension support: minimum drawdown calculations and TBAR lodgements
- Contribution and concessional / non-concessional cap monitoring
- Trustee declarations, investment strategy reviews and ongoing compliance support
- Direct answers from a qualified SMSF accountant, not a call centre
Why members choose a specialist SMSF accountant
SMSFs are technical
Contribution caps, TBAR, NALI, in-house asset rules, LRBAs — these are full-time topics, not occasional ones.
Penalties are personal
Trustee penalties land on the individual. A specialist who spots issues early is the cheapest insurance you'll buy.
Audit independence matters
We coordinate with a fully independent auditor each year — never an internal review or a related party.
Predictable, fixed fees
No percentage-of-balance billing. No per-transaction surprises. A flat monthly fee regardless of fund size.