Personal & family services
SMSF administration and accounting
Your self-managed super fund’s accounts, annual return and audit handled each year, with contributions, pensions and investments tracked so the fund stays compliant.
From $2,500/yr · ex GST
What’s included
- Annual financial statements and member statements
- SMSF annual return preparation and lodgement
- Coordination with an independent SMSF auditor
- Contribution caps and pension minimums monitoring
- Transfer balance account reporting
- Investment strategy and trustee minute templates
Who it’s for
- Existing SMSF trustees
- People setting up a new SMSF
- Funds with property or business real property
- Funds moving into pension phase
Compliance is the trustee’s responsibility
Every SMSF must be independently audited each year before its annual return is lodged. Trustees are responsible for the fund’s compliance, so accurate records and timely accounts matter.
We keep the fund’s records in order and flag issues early.
How it works
Getting started is simple
01
Free discovery call
A 20-minute conversation about your situation, deadlines and goals. No obligation.
02
Fixed quote & onboarding
A clear scope and fee, signed electronically. We update the ATO nomination and collect prior-year records for you.
03
Ongoing partnership
Lodgements on time, reminders before each deadline, and advice whenever a decision comes up.
SMSF Administration: common questions
Do you do the audit as well?
No. The audit must be independent, so we coordinate with a separate registered SMSF auditor.
Can you help set up a new SMSF?
We can help you understand the obligations and work with your adviser on set-up. We don’t give personal financial product advice.
What does the $2,500 include?
Annual accounts, the annual return and audit coordination for a standard fund. We’ll confirm the scope for your fund in writing.
Related services
Trust Tax Return
Family and unit trust returns, with distribution resolutions done before 30 June.
Property Tax Accounting
Rental schedules, depreciation, CGT and ownership structure advice for investors.
Business Tax Planning
A pre-30 June review of profit, structure and timing, while there’s still time to act.
Ready for a clearer picture?
Book a free 20-minute call with Kishan. No obligation.