Services · SMSF Administration

SMSF accounting and administration made simpler.

Running a self-managed super fund (SMSF) comes with ongoing administration, reporting and compliance obligations. We look after the accounting side, so trustees can stay on top of their requirements.

Registered tax agent · CPA Australia · NTAA member

An adviser walking a client through a report at a desk

SMSF services

What we provide

Accounting, tax and compliance services for SMSF trustees, from establishment support to annual reporting.

01SMSF establishment support
02Income tax returns
03Financial statements
04Coordinating the annual independent audit

What we don’t provide

We don’t provide financial product advice. That includes advice on whether an SMSF is right for you, your fund’s investment strategy, rolling over your super, or specific investments or insurance.

For that advice, please speak with a licensed financial adviser. We’re happy to work alongside your adviser on the administration, tax and reporting side.

Need help running your SMSF?

Talk to us about administration, financial statements, tax returns and audit coordination for your fund.