We provide simple, effective services that leave our clients with more time to do what they do best.
Accounts, financial statements, the annual return and audit coordination for self-managed super funds. Handled properly, lodged on time. We reply within one business day.
SMSF compliance
Member statements, the operating statement and the statement of financial position, prepared to the standard your auditor expects, so the audit is quick and does not come back with queries.
The fund's annual return prepared and lodged on time, including the income tax calculation, the regulatory information and the member contribution reporting.
Every self-managed super fund must be audited each year by an approved auditor who is independent of the firm preparing the accounts. We arrange that audit, provide the working papers, and deal with any queries so you do not have to.
Contribution caps, in-house asset limits, related party transactions and minimum pension payments all get checked during the year. Finding a problem at audit is expensive; finding it in November is usually fixable.
Advice about the fund itself (whether to run one, what it invests in, what goes in and out) comes from a licensed partner we work with. It needs a licence we do not hold. Here is what that means for you in practice.
You deal with us. We make the introduction and stay in the conversation, rather than handing you over and disappearing. You are not left managing two relationships.
We share the context we already hold about your situation, so you are not answering questions we could have answered for you. It usually saves a meeting.
Once a decision is made, the tax treatment is ours. Contributions, rollovers and pension payments get recorded and reported correctly, and the fund stays compliant.
The introduction is free and there is no obligation. If you decide not to proceed, your compliance work carries on exactly as it was.
Advice about the fund itself (whether to run one, what it invests in, what goes in and out) comes from a licensed partner we work with. It needs a licence we do not hold. Here is what that means for you in practice.
You deal with us. We make the introduction and stay in the conversation, rather than handing you over and disappearing. You are not left managing two relationships.
We share the context we already hold about your situation, so you are not answering questions we could have answered for you. It usually saves a meeting.
Once a decision is made, the tax treatment is ours. Contributions, rollovers and pension payments get recorded and reported correctly, and the fund stays compliant.
The introduction is free and there is no obligation. If you decide not to proceed, your compliance work carries on exactly as it was.
The questions we are asked most, answered only as far as we are entitled to answer them.
No. That is financial product advice and it requires a licence we do not hold. We can tell you what running a fund involves in compliance terms, and we introduce you to a licensed partner for the decision itself.
No, and nor can any firm that prepares the fund's accounts. The audit must be done by an approved auditor who is independent of the accountant. We arrange that independent audit as part of the service.
The fee is fixed and agreed before we start, so you know the annual cost of running the fund's compliance before you engage us.
Yes. We handle the transfer of records, prior year papers and the ATO authorisations. You should not have to project-manage the handover.
Fill in your details and we will be in touch within one business day. From there, you can expect:
1. A fixed annual fee for accounts, return and audit coordination
2. We manage the handover from your current administrator
3. We will tell you when a question needs the licensed partner
