Specialist SMSF accountant

We work exclusively with self managed super funds across Australia, which means our entire focus is on SMSF rules, reporting and tax. We do not offer general accounting services, so our systems, processes and knowledge are built purely around SMSF accounting and tax return obligations.

SMSF compliance and reporting responsibilities

Managing a SMSF comes with strict reporting and compliance requirements under superannuation law. Trustees are responsible for maintaining accurate records, ensuring transactions comply with superannuation law, and lodging annual financial statements and a SMSF tax return on time. Our role is to take this complexity off your plate and make sure everything is prepared correctly, reviewed carefully and lodged with confidence.

SMSF accounting and financial statements

Our SMSF accounting service covers the full preparation of annual SMSF financial statements. This includes reconciling all bank accounts, investment accounts and member balances, reviewing transactions for compliance, and preparing statements that meet both ATO and audit requirements. We work with a wide range of investments, including listed shares, managed funds, term deposits, cash accounts and SMSF property investments. Each fund is reviewed individually to ensure the accounting reflects the fund’s structure and investment activity accurately.

SMSF tax return preparation and lodgement

A properly prepared SMSF tax return is a critical part of ongoing SMSF compliance. At autoSMSF, we prepare and lodge a SMSF tax return that aligns with the financial statements and meets current ATO requirements. This includes calculating taxable income, applying the correct tax treatment to contributions, pensions and investment income, and ensuring all relevant disclosures are completed correctly. Where funds are paying pensions, we ensure pension balances, exempt current pension income and actuarial requirements are handled appropriately.

A clear and structured process

We understand that many trustees feel uncertain about what information is required each year for their SMSF accounting and tax return. Our process is simple and structured. We will let you know exactly what documents are required, review what you provide, and follow up if anything is missing or unclear. This approach helps avoid delays and reduces the risk of errors that can lead to audit issues or ATO queries later.

Audit readiness and auditor coordination

Audit is a mandatory part of running a SMSF and is closely connected to the quality of the SMSF accounting and tax return. While the auditor is independent, the quality of your accounting and tax preparation has a direct impact on how smoothly the audit process runs. We work closely with experienced independent SMSF auditors and prepare your fund with audit readiness in mind. Once the financials and tax return are finalised and signed, we coordinate directly with the auditor and manage audit queries on your behalf wherever possible.

Why use a specialist SMSF accountant

One of the key benefits of working with a specialist SMSF accountant is knowing that your fund is being reviewed through an SMSF-only lens, not a general accounting one. SMSF legislation is highly specific and changes frequently. We stay across these changes so that your fund’s accounting and tax return reflect current law, ATO guidance and industry practice.

Suitable for new and existing SMSFs

Our SMSF accounting and tax return service is suitable for both newly established funds and long standing SMSFs at different stages of their lifecycle. For new funds, we ensure the first year financials and tax return are set up correctly from the start, as early mistakes can create ongoing compliance issues. For existing funds, we take the time to understand your fund’s history, investments and member arrangements so the transition to autoSMSF is smooth.

Transparent and cost-effective service

Transparency and efficiency are important to us, and this approach is consistent across all autoSMSF services. Our fees are clear and based on the work involved, not on selling additional services you may not need. Because we focus solely on SMSFs, our processes are streamlined, allowing us to deliver a reliable and cost effective SMSF accounting and tax return service without compromising on quality.