Level 10/20 Martin Place, Sydney CBD NSW 2000 (Town Hall, Martin Place)
02 90239977

SMSF Accounting Services

Expert SMSF Accounting Services You Can Rely On

Are you looking for trusted specialists in SMSF accounting services? You’ve come to the right place.

We are a dedicated team of professionals who focus exclusively on SMSF accounting, combining deep technical expertise with smart automation solutions. By automating routine compliance tasks, we free up time to deliver high-level, tailored advice—without passing on high costs to our clients.

Our experienced, accredited SMSF accountants take pride in providing responsive, personalised service. Unlike generalist firms, we focus solely on SMSFs, ensuring our clients get specialist attention and guidance every step of the way.

Our SMSF Accounting Services Include:

  • Tailored services to suit your needs—proactive or reactive.

  • Regular reconciliation of your bank accounts and investment activity via seamless data feeds linked to Class Super.

  • Preparation of annual Financial Statements and SMSF Tax Returns.

  • Accurate maintenance of investment records for capital gains tracking.

  • Preparation and lodgment of BAS, IAS, PAYG, and TBAR reports to the ATO.

  • Ongoing management of pension accounts.

  • Preparation of all minutes, declarations, and regulatory documents.

  • Creation of audit files and management of your annual external audit.

We also handle more complex SMSF matters, providing practical advice and solutions for:

  • Reviewing and updating SMSF Deeds with our in-house SMSF lawyers to meet the latest compliance requirements.

  • Managing Limited Recourse Borrowing Arrangements (LRBAs).

  • Assisting with SMSF wind-ups, including those for deceased estates, to ensure tax-effective outcomes.

  • Processing corporate trustee and member changes.

  • Rectifying compliance breaches and resolving any issues that may arise.

At our firm, SMSF accounting services isn’t just a task—it’s our speciality. Whether your fund is straightforward or complex, we’re here to help you navigate every step with confidence and clarity.

Typical Costs for Maintaining a Basic SMSF

To give you an idea of the costs involved in maintaining a standard SMSF:

  • Audit Fee (External Auditor): $400

  • Class Super Fee: $350

  • Annual accounting, tax lodgement, and administration fees: $950

  • Total Annual Costs: $1,700 + GST

 

Costs of Setting Up a New SMSF

If you’re starting a new SMSF, here’s what you can expect for setup:

  • ASIC Fee for Corporate Trustee Setup: $611

  • Legal fees for SMSF Deed: $400

  • Class Super First Year Fee: $250

  • Accounting Fee for Setup: $739 (includes initial audit file, investment strategy, rollover of funds, ABN & TFN applications, and preparation of necessary files to open your bank account)

  • Total Setup Cost: $2,000 + GST

For more detailed information on pricing, check out our SMSF Accounting Fees.

At our firm, SMSF accounting services isn’t just a task—it’s our speciality. Whether your fund is straightforward or complex, we’re here to help you navigate every step with confidence and clarity.

 

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