SMSF accountant — Sydney
SMSF accountant in Sydney
By easySMSF, SMSF Specialist Team · Updated
easySMSF is an Ultimo-based SMSF specialist and registered tax agent (26328187). We prepare your fund's annual accounts and tax return, lodge the SMSF annual return and coordinate the independent audit, all for a fixed fee from $139/month. Everything runs online, so you never need an office visit.
Summer special — 50% off SMSF setup (limited time)
Limited-time offer — 50% off Individual and Corporate Trustee setup fees. Ends midnight AEDT, 31 December 2026.
At a glance
- Fee
- $139/month for regular investments, $179/month with property, an LRBA or unlisted investments. Audit included.
- Registered tax agent
- Tax agent number 26328187
- Office
- Suite 17, 89-97 Jones Street, Ultimo NSW 2007 (not open for client visits)
- How it works
- Online uploads, electronic signing and email support at support@easysmsf.com.au.
- Areas served
- All of Greater Sydney and NSW, online.
What your SMSF accountant does each year
An SMSF has its own accounting, tax and audit rules under superannuation law. Each year the fund needs financial statements, member statements, an independent audit and an SMSF annual return lodged with the ATO. That annual return combines the fund's income tax return, regulatory information and member contributions.
easySMSF does this work for Sydney trustees as one service. We keep the fund's records from your bank and broker data, prepare the accounts, coordinate the audit with an independent ASIC-registered SMSF auditor and lodge the return. You review and sign online.
- Annual financial statements and member statements
- SMSF annual return, including the fund's income tax return, prepared and lodged with the ATO
- Independent audit by an ASIC-registered SMSF auditor, coordinated by us and included in the fee
- Contribution recording and cap tracking for each member
- Pension support: minimum payment calculations and transfer balance account reporting (TBAR)
- BAS lodgement where the fund is registered for GST
- ATO correspondence handled as your tax agent
SMSF accountant or general accountant?
Many Sydney accountants look after a few SMSFs alongside personal and business clients. easySMSF works only on SMSFs. The rules that matter most to trustees, such as contribution caps, pension payments, the transfer balance cap, in-house asset limits and LRBAs, are the everyday work of the team. You can keep a general accountant for your own tax and use easySMSF for the fund.
SMSF accountants for trustees across Sydney
If you're searching for an SMSF accountant near you, location matters less than it used to. easySMSF serves trustees throughout Greater Sydney from one office in Ultimo, and the whole service runs online. The fee and the process are the same in every suburb.
- Sydney CBD
- Inner West
- Eastern Suburbs
- North Shore
- Northern Beaches
- Hills District
- Parramatta and Western Sydney
- Sutherland Shire
SMSF tax return services in Sydney
Every SMSF lodges an SMSF annual return with the ATO each year. It combines the fund's income tax return, its regulatory details and each member's contributions, and it can only be lodged once the independent audit is complete. As a registered tax agent (26328187), easySMSF prepares and lodges the return for you. There is no separate tax return fee: it is part of the fixed $139/month, along with the accounts and the audit.
Which monthly fee applies to your Sydney SMSF
$139/month — regular investments
- Cash and bank accounts
- Listed shares
- ETFs
- Managed funds
- Term deposits
- Cryptocurrency held on a regulated Australian exchange or through a broker account
$179/month — property, LRBA and unlisted investments
- Direct property, including property bought with a limited recourse borrowing arrangement (LRBA)
- Cryptocurrency held in a private wallet or on a device (self-custody)
- Physical precious metals stored in a vault
- Private company investments
- Any other unlisted investment
If the fund holds any investment from the higher list, the whole fund is administered on the higher monthly fee. Unlisted investments need additional compliance checks and audit queries, and have no data feeds for corporate events or listed market values. This applies to all new clients and enquiries.
NSW matters we record for Sydney funds
Most SMSF rules are federal, so they are the same in every state. If your fund owns NSW property, Revenue NSW may assess land tax on it, and transfer duty generally applies when the fund buys. We record those assessments and payments in the fund's accounts and include them in the audit file. We don't give advice on whether to buy property or how to structure it.
How to get started
Already have an SMSF?
Start a switch to easySMSF. We request your fund's records from your current accountant and take over from there.
Setting up a new SMSF?
See SMSF setup in Sydney for setup fees and what's included, then start your application.
Have a question first?
Send an email enquiry. No account needed, and we reply by email.
Frequently asked questions
General advice warning
Figures shown are illustrative only and based on the inputs and assumptions you provide. They are general information, not personal financial product advice. Consider your objectives, financial situation and needs, and seek personal advice from a licensed financial adviser before acting. easySMSF does not hold an Australian Financial Services Licence (AFSL).