Who we are
With over 15 years of expertise in SMSF tax and accounting, we are a Chartered Accounting firm dedicated to modern and efficient SMSF solutions. We started in traditional accounting and saw the challenges SMSF trustees faced. Our goal is to provide hassle-free and transparent solutions for SMSF trustees across Australia. Unlike traditional firms, we blend technology and finance, offering fixed-price SMSF accounting for quality service at an affordable price.
What Sets Us Apart
Fixed Transparent Pricing. No extra surcharges, ever.
Have direct access to the accountant handling your SMSF.
Prioritizing customer service is our commitment. Feel free to reach out anytime for SMSF-related tax advice, with no extra charges.
Rest assured, your information stays within Australia; all processing is handled by qualified Australian accountants.
Your peace of mind matters most. That’s why we offer a generous refund policy, ensuring a positive experience with us.
Our Services
SMSF – Annual Accounting
- Preparation of an annual Balance Sheet
- Preparation of an annual Profit & Loss Statement
- Preparation of annual Member Statements
- Preparation of annual Investment Summary
- Preparation of annual Investment Income
- Calculation of Deductible and Non deductible contributions made during the year
- Calculation of pension withdrawn during the year and checking with allowed percentage as per ATO
- Preparation of annual Trustee Resolutions & Minutes
- Preparation and Lodgement of an annual Income Tax Return
- Preparation of an annual Audit
Setup – SMSF or Bare Trust
- The SMSF or Bare Trust Deed
- Documentation to appoint Trustees
- Trustee Declarations
- Lodgement of an Election for your SMSF to become a Regulated SMSF
- ATO Application to obtain a Tax File Number for your SMSF
- ATO Application to obtain an Australian Business Number for your SMSF
- Sample Investment Strategy that you can adopt for your SMSF or modify if required
- Resolutions and minutes to acknowledge the establishment of your SMSF
Our Pricing
all prices inclusive of GST