01
Fund set-up
Once you have decided an SMSF is right for you, we handle the establishment, the trust deed, the ABN and TFN, and all the registrations, so the fund is set up correctly from day one.
Services
SMSF accountants in Castle Hill.
The accounting, tax and compliance side of your self-managed super fund, handled in full, including funds that borrow to invest in property, so your fund stays in order and you stay clear of trouble with the ATO.
In short
R Dhillon & Co are Chartered Accountants in Castle Hill who handle the accounting, tax and compliance for self-managed super funds across the Hills District. We prepare your fund's financial statements and annual return, arrange the mandatory independent audit, and keep you compliant with the ATO, so your SMSF stays in order all year.
What's included
Everything your fund needs to stay compliant.
02
Annual accounts & return
Your fund's financial statements and SMSF annual return, prepared accurately and lodged on time each year, with the income tax, levies and member balances all accounted for.
03
Independent audit, arranged
We arrange your fund's mandatory independent audit through a registered SMSF auditor and handle everything the auditor needs, so it is done right and on time.
04
ATO & compliance
We keep your fund on the right side of its obligations, from event-based reporting to the rules that protect its concessional tax status.
05
Pension & contributions admin
Whether your fund is building up or paying a pension, we keep the member accounts, contributions and balances tracked and properly documented.
06
Property & borrowing (LRBA)
Borrowing to buy property inside your fund? We set up the bare trust the rules require and take care of all the accounting and compliance. We do not arrange the loan itself; we make sure the structure is right and the ATO reporting is spot on.
How it works
Four steps, no fuss.
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A free first chat
We learn about your fund, what stage it is at, and what you need, with no obligation.
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We get set up
We gather your fund's details and history, and take over cleanly from your previous accountant if you have one.
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We do the work
Financials and the annual return are prepared and double-checked, and the independent audit is arranged and managed for you.
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Lodged and compliant
Everything is lodged on time, your fund stays compliant, and you know exactly where it stands, with the cost estimated up front.
Fees
Clear annual fees, estimated up front.
Most funds pay a similar amount year to year, covering the accounts, the annual return and coordinating the audit. Your estimate depends on your fund's size and how many investments it holds, and is agreed up front.
SMSF accounting & compliance Financial statements, annual return, ATO reporting
From $2,000/yr Independent annual audit Arranged through a registered SMSF auditor
At cost Fund set-up Establishment, deed and registrations
On quote Guide prices. Your estimate is agreed before we start, and the independent auditor's fee is separate and billed at cost.
FAQs
Questions we get asked.
We handle the accounting, tax and compliance for your fund: preparing the annual financial statements and SMSF annual return, arranging the independent audit, and keeping your fund compliant with the ATO. We do not provide financial product or investment advice, which is a separately licensed service.
Yes. Buying property inside super usually needs a limited recourse borrowing arrangement (LRBA), which requires a separate bare trust to hold the property. We set up that bare trust and handle all the fund's accounting and compliance for the arrangement. We do not arrange the loan, and whether the investment is right for your fund is a decision for your licensed financial adviser.
Yes. Every SMSF must be audited each year by an approved, independent SMSF auditor before the annual return is lodged. We cannot audit a fund we do the accounts for, so we arrange an independent registered auditor and manage the whole process for you.
Recommending that you set up an SMSF is financial product advice, which requires a licensed adviser. We can explain how an SMSF works and what is involved, and once you have decided to proceed we handle the set-up, accounting and compliance. For the investment strategy we work alongside your licensed financial adviser.
Yes. We collect your fund's history and prior-year papers, tidy up anything outstanding, and take over the accounting, lodgement and audit coordination, usually with very little needed from you.
We agree an annual estimate up front, based on your fund's size and investments, so you know what to expect. It covers the financial statements, the annual return and coordinating the audit. See the fees above for a guide.
Your fund needs to keep proper records, meet the sole-purpose test, hold an investment strategy, lodge its annual return and be independently audited each year. We keep track of these for you and flag anything that needs your attention before it becomes a problem.
Part of the bigger picture
Your super is one piece. Our advisory ties it to the rest of your plan.
Ready when you are
Let's get your numbers in order, and your time back.
Book a free 15-minute chat and we'll tell you where you stand, and what to do next.
Fees estimated up front · No obligation · Straight answers