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FOR NON-PROFIT ORGANISATIONS

SMSF ACCOUNTING SERVICES 

Managing an SMSF comes with a range of compliance and tax obligations. I provide a full suite of SMSF accounting services to ensure your fund meets all ATO requirements efficiently and accurately. SMSF compliance can be complex, and keeping up with changing regulations can feel overwhelming. 

I understand the challenges that come with managing an SMSF, and I’m here to simplify the process. You can have peace of mind knowing that I handle the details, so you can focus on growing your superannuation without the stress. 

Every SMSF must submit an annual tax return to the ATO, outlining financial transactions, investment performance, and tax obligations. Before lodgement, the fund must be audited by an independent auditor to confirm compliance. Failing to meet SMSF compliance rules can result in serious consequences, including higher tax rates and penalties. 

For funds with a strong compliance history, the lodgement deadline is May 15. However, for newly registered SMSFs in their first year, the deadline is February 28.

A young sapling held in hands symbolizes growth and sustainability.

Ongoing SMSF Accounting & Compliance

  • Recording and reconciling transactions using BGL software
  • Business activity statements (BAS) for SMSFs registered for GST, such as those with commercial property
  • Preparing financial reports annually or more frequently as needed
  • Coordinating and liaising with auditors on your behalf
  • Annual SMSF tax return preparation and lodgement

 

Tax Planning

  • Guidance on SMSF rules and tax implications of investment decisions
  • Tax planning and tailored advice to minimize tax liabilities and maximize after-tax returns on SMSF investments
  • Advice on concessional and non-concessional contributions to maximize tax benefits
  • Guidance on tax implications of pension payments, transition-to-retirement strategies, and pension drawdowns

Want to understand SMSF compliance rules in more detail?
Read our SMSF Rules Explained guide.

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