SMSF Annual Return

Each year, SMSF lodgment brings a mix of hope and anxiety, are you truly ready for what’s ahead?

More than 16 years in this business,
ATO Compliant Accountants

Ever get that sinking feeling as lodgment season approaches?

Many SMSF trustees worry: Did I miss a change in the rules? Will my paperwork hold up to audit scrutiny? Is my investment reporting solid, or could one slip-up cost me? When it comes to your retirement savings, uncertainty simply isn’t an option.

Here’s what keeps trustees awake at night during the season

SMSF Annual Tax Return & Lodgment, so your fund stays ATO-compliant and penalty-free
Contribution strategy reviews, ensure you don’t miss valuable opportunities or breach caps
Investment reporting for shares, ETFs, managed funds, and crypto assets
ATO compliance checks: residency, contribution caps, pension minimums, all verified
Property investment structuring: Bare Trust and limited recourse borrowing arrangements handled

Here’s why we are here :)

Expert SMSF Annual Tax Return services for trustees at the crossroads of compliance, audit, and peace of mind.

Our team stays on top of changing SMSF rules, keeping your fund protected from unexpected penalties

We specialise in navigating ATO red tape and compliance, so you can focus on growing your wealth, not managing paperwork

We monitor your fund’s eligibility for tax exemptions on pension assets and keep the actuarial certificates and supporting records required for your annual return.

Experience with all types of investments, from property and shares to crypto and managed funds

For any rollover or wind-up, we create and organise all payout instructions, ATO forms, and closure confirmations, ensuring nothing is left unresolved.

Easy Process. Sensible pricing.

Carefully tailored for every stage of life, so your tax experience stays easy and worry-free.

	Compliance From $1800 Exclude GST & Audit Fee, Annual	Standard From $2500 Exclude GST & Audit Fee, Annual	Premium Contact Us Exclude GST & Audit Fee, Annual
Purpose	Essentials	SMSF with Investments	Full SMSF Advisory + Support
SMSF Lodgement
Audit Coordination*
ATO Compliance Checks*
Fixed Asset Register
Depreciation schedule
Investing Reporting*
Contribution Review*
Liasing Services*
Tax Planning for Members*			Before June 30 Review
Pension & Transition
Property Investment*
Regular Reporting
Priorty Phone/Email

Definitions*

Financial Statements (Balance Sheet, P&L, Member Statements)
Audit coordination (independent auditor fees not included)
ATO compliance check (residency, contribution caps, pension minimums)
Investment reporting (shares, ETFs, managed funds, crypto)
Contribution review with strategies (non-concessional, concessional, carry-forward)
Liaison with fund administrator/broker/platform if needed
Property investment structuring inside SMSF (including Bare Trust/limited recourse borrowing arrangement setup)

Add-ons

SMSF Setup (with Corporate Trustee):

From $3,000 + GST

(excl. 2025 ASIC fee of $611)

Rollover for two industry funds:

From $3,500 + GST

Bare Trust Setup for SMSF Property:

From $2,200 + GST

ASIC Agent Service for Corporate Trustee:

$330 + GST / year

Actuarial Certificate (if required):

$120 to $280 + GST

SMSF Wind-Up:

From $1,500 + GST + Audit Fee

ATO Supervisory Levy:

$259 payable to ATO

In need of some clarifications before connecting with us?

What if I have investments in shares, ETFs, or crypto?

We handle reporting for all major asset classes, no matter how complex your portfolio, we’ll keep it organised and compliant.

How do I know if I’m putting in too much (or not enough) to my SMSF?

Our contribution strategy reviews catch over/under contributions and help you make the most of concessional, non-concessional, and carry-forward options.

I want to wind up or change my SMSF—can you handle that?

Yes. We provide full SMSF wind-up services and guide you through rollovers, asset sales, and ATO requirements, so your exit is smooth and stress-free.

Can you help with the paperwork if I switch from accumulation to pension phase?

Absolutely. We generate all adjustment documents, update your balance sheets, and guide you through the process step-by-step, so your transition is seamless and compliant.

Easy processes, happy customers :)

See why customers love us. Find what resonates with you.

      
   Ezy Tax Consultants | Sydney Tax Agents and Advisors
   112 Google reviews 
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       Posted on Google  
   
   kartik kohli 
 10/09/2026
 
 
 Trustindex verifies that the original source of the review is Google. 10/10 service. Just have to answer a few questions and they do the rest. Anyone who’s lazy to do their taxes highly recommend.
  
 
      Posted on Google  
   
   Vincent 
 18/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Ezy Tax Consultants are the most dedicated tax consultants I have engaged. Besides ensuring that my wife's and my tax filing were correctly filed. I love the friendliness, thoroughness and dedication of Elena Nguyen. Thanks.
  
 
      Posted on Google  
   
   Jack Liew 
 15/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Amelia and her team have been very professional throughout the setup of our SMSF and Bare Trust for our property purchase. A big shout out to Elena who have been an excellent communicator throughout the entire process, worked diligently to help us and had great attention to detail. She is very knowledgeable and her expertise is second to none. I highly recommend the team at Ezy Tax Consultants for their great service.
  
 
      Posted on Google  
   
   SQ 
 12/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha was amazing - organized and really tried to help me sort out my taxes! I’m so glad I found them and now, she looks after my tax year on year!
  
 
      Posted on Google  
   
   Mustafa Qureshi 
 04/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Great work by Bhavisha. Highly recommended.
  
 
      Posted on Google  
   
   Jessica Scott 
 02/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha is wonderful, always so thorough! :-)
  
 
      Posted on Google  
   
   Karen D 
 27/07/2026
 
 
 Trustindex verifies that the original source of the review is Google. Very helpful, knowledgeable, and quick response times. Will definitely be using them again.
  
 
      Posted on Google  
   
   Asanka Ranasinghe 
 23/07/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha made my tax return process really easy this year. She was very quick to respond whenever I had a question and was incredibly helpful in identifying all the tax deductions I was eligible for, which helped maximise my return. I really appreciated her professionalism and support throughout the process. I’d definitely recommend Bhavisha and Ezy Tax Consultants to anyone looking for reliable and helpful tax advice.
  
 
      Posted on Google  
   
   Darren C 
 20/05/2026
 
 
 Trustindex verifies that the original source of the review is Google. Highly recommend Ezy tax consultants. Bhavisha is always a pleasure to deal with, fast to respond to any queries and provides good professional accounting advice suitable for my company and personal tax affairs.
  
 
      Posted on Google  
   
   Raagi Shah-Brittain 
 19/05/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha is extremely helpful, very professional and diligent in everything that she does. I highly recommend the team and in specific Bhavisha regarding all the tax matters. Thank you once again