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 :)
We step in where most trustees feel most exposed, 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.
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Compliance
From $1800
Exclude GST & Audit Fee, Annual
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Standard From $2500 Exclude GST & Audit Fee, Annual |
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| 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):
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.
Clarity for today. Security for tomorrow.
It is our duty to clarify your doubts, so you can make better informed decisions with your super.
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