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.

Prioritising 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  • Calculation of pension withdrawn during the year and checking with allowed percentage as per ATO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
  • Organsing 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
  • Resolutions and minutes to acknowledge the establishment of your SMSF
  • We do not hold a financial advice licence and therefore cannot recommend whether an SMSF is suitable for you. You should do your own research and speak to a licensed financial adviser to determine if an SMSF is right for you.
Our Pricing

all prices inclusive of GST

$1,100

SMSF – Setup Deed with Corporate Trustee

$1,320

SMSF – Bare Trust with Corporate Trustee

$1,815

SMSF – Annual Financials, Tax Return & Audit

$550

SMSF – Setup Deed with Individual Trustee

$550

SMSF – Bare Trust Deed only

$1,100

SMSF – Compliance – Cash Investments Only