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We provide accounting and taxation services for all self-managed super funds (SMSFs) whether they are in accumulation or pension mode.

We will ensure that your SMSF is fully compliant with all government requirements and we will help you stay on top of all legislative changes. We can offer a customised SMSF package, tailored to suit your specific needs.

Our SMSF services include*:

  • SMSF establishment
  • Full pension management
  • Automated accounting of corporate actions
  • Comprehensive investment reports
  • Capital gains tax calculations
  • Annual member statements
  • Limited recourse borrowing
  • Commissioning annual independent audit reports
  • Actuarial certificates (where necessary)
  • Lodgement of income tax and regulatory returns
  • Annual financial statements
  • Expert SMSF technical advice
*We are not licenced to provide financial product advice; however we will work alongside your authorised financial planner to help you achieve your goals.

Our SMSF clients and their advisers also have the ability to remotely access their SMSF reporting at any time for up-to-date information.