01
SMSF accounting
Annual accounts and financial statements for your fund, prepared accurately and on time.
ComplianceWho we help
Your self-managed super, done by the book.
For trustees running a self-managed super fund, the accounts, the audit coordination and the strategy handled properly, so your retirement is built on solid ground.
Direct accessFees estimated up frontStraight answers
What we help with
Everything your fund needs, run by the book.
02
Tax & lodgement
The fund annual return prepared and lodged, with contributions and earnings treated correctly.
Compliance 03
Audit coordination
We work with an independent auditor and manage the process, so your fund stays compliant.
Compliance 04
Compliance & rules
Keeping the fund within the rules, contribution caps, pension requirements and reporting.
Compliance 05
Pension strategy
Setting up and running pensions so your income is tax-effective right through retirement.
Advisory 06
Contributions strategy
Making the most of your caps over time, so more goes in, the right way.
AdvisorySound familiar?
If any of this rings true, you are exactly who we are for.
You set up an SMSF, and the compliance side feels heavier than you expected.
We take the admin and the rules off your plate, and keep the fund compliant.
You are not certain you are staying within the contribution caps.
We track your caps and tell you the right amount, before you contribute.
You are approaching retirement and unsure how to start a pension.
We set up and run the pension so your income is tax-effective from day one.
Audit time is a scramble for documents you cannot find.
We coordinate the audit and keep the records ready, so it is routine.
Where most start
Most trustees start by getting the fund's accounts and audit running smoothly, then add strategy.
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