What we offer

Self Managed Super Funds (SMSFs)

SMSF setup support, annual compliance, financial statements, tax, audit coordination, and trustee documentation.

An SMSF can offer flexibility and control over investments, but it comes with strict compliance responsibilities.

Why consider an SMSF

You act as trustee (or appoint a corporate trustee) and decide how super is invested within the rules. Up to six members can participate in one fund in many cases.

Concessional tax on contributions and earnings in accumulation phase
Capital gains tax discounts where applicable
Tax free earnings in pension phase when conditions are met
Broad investment choices subject to restrictions
Limited borrowing arrangements possible only under strict rules

Establishment services

Trust deed and trustee appointments
Member applications and declarations
Establishment minutes
Template investment strategy
ABN and TFN registration for the fund
Steps to become a regulated SMSF

Ongoing administration

We prepare annual financial statements, member statements, tax returns, and coordinate audit requirements so trustees can focus on decisions.

Annual financial statements and operating statement
Audit coordination
Annual return lodgement
Pension documentation where applicable
Trustee resolutions

SMSF disclaimer We are accountants and tax agents, not licensed financial advisers. We do not provide personal financial product advice or recommend that an SMSF suits your objectives. SMSFs are complex; consider licensed advice on investments and suitability. Website content is general only and does not consider your personal circumstances.

We work with clients across Australia and regularly support businesses and individuals in Strathfield, Homebush, Burwood, Concord, North Strathfield, Lidcombe, Flemington, Silverwater and nearby Inner West suburbs.

Frequently asked questions

Straight answers about this service and how we work with you.

Do you liaise with our SMSF auditor?

We prepare indexed workpapers, financial statements and member reporting so auditors can review without archaeology. You appoint the auditor; we supply structured evidence.

Which SMSF transactions need extra documentation?

Related-party leases, limited recourse borrowings, in-house asset tests and events near contribution caps often need minutes and contemporaneous paperwork. We flag these early rather than after lodgement.

Is SMSF administration only for Sydney trustees?

No. Many trustees engage fully online; others drop originals near our Inner West corridor. Distance changes logistics, not reviewer discipline.