Self-Managed Super Funds (SMSF) & Cloud Accounting
SMSF Setup
Thinking about establishing your own Self-Managed Super Fund (SMSF)? Our experienced team can help you set up your fund correctly and guide you through every step — from initial registration to rolling over your existing super into your new SMSF. We provide reliable, high-quality services at a competitive, transparent fee.
Financial Advice for SMSF
While we do not directly provide financial advice, we can connect you with one of our trusted associates, a qualified financial adviser should you wish to receive tailored investment or strategy advice for your SMSF.
SMSF Administration
We ensures your fund remains compliant and up to date through complete SMSF administration services, including:
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Preparation of annual financial statements and reports
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Tax return preparation and lodgement
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Accurate record-keeping of members’ assets and liabilities
SMSF Audit
Once your financial reports and tax return are prepared, we coordinate an independent, ASIC-registered auditor to complete your mandatory SMSF audit before lodgement with the ATO — ensuring your fund remains compliant with all regulatory requirements.
Ongoing Compliance & Administration
We manage your annual SMSF compliance and administration, allowing you to focus on your investment decisions. Our ongoing services include:
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Preparation of financial statements, SMSF tax returns, and audit documentation
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Maintenance of up-to-date contribution and investment strategy records
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Timely reminders for key deadlines and practical support for document collection