SMSF Accounting Services

We are passionate about helping you get the best from your SMSF.
The following outlines our approach to SMSF administration:

Your SMSF - Your Choice

You have an SMSF because you want control and choice in regard to your wealth. We do not dictate to our clients what they can invest in and what banks, brokers and investment platforms they need to use. However where we believe there is a better solution that saves you both time and money, we will point you in the right direction.

Less Paperwork

We are experts at streamlining how your SMSF runs. We have the widest possible range of automated transaction feeds from banks, brokers and investment platforms / wrap accounts available. This makes it is easier, faster and more cost effective for us to keep your SMSF accounts up to date. Our goal is to be able to complete your SMSF accounts with you supplying only minimal documentation and without us undertaking any manual data entry.

Advice When You Need It

With Superfund Partners you have access to an experienced team of tax accountants, SMSF specialists and financial advisers. The right advice is only ever a phone call away, and we encourage you to come and meet with us once a year at no extra cost. The less time we spend chasing paper and old fashioned manual data entry the more attention we can give to strategies that help you squeeze the most from your SMSF.

Simple Fee Structure

Our fixed fee packages are driven by the accounts and investment platforms you use, not the number of individual investments or transactions. Where your SMSF falls outside the packages we can tell you how to get everything aligned so you can take advantage of the lower fixed fees that the packages provide or work with you to find a solution and a fee that works for both of us.

All SMSFs have annual obligations - but these compliance tasks don't have to be difficult!

  • We determine the market value of the funds assets for all listed investments, managed funds and for residential property.
  • If an actuarial certificate is required, we will organise¬†it.
  • Because we leverage technology and update your fund throughout the year, we don’t need as much time to complete your accounts.
  • We organise an independent auditor to be appointed for your SMSF and liaise with them to ensure your fund remains compliant.
  • We can assist you to document your investment strategy. We work with you to ensure that your investment strategy covers off on risk, liquidity, insurance, diversification and the circumstances of the members of the fund.
  • Superfund Partners is a registered tax agent and we have an extremely high on-time lodgement record of 97%.

What’s included in our SMSF accounts service:

  • Preparation of annual accounts and SMSF tax return.
  • Online access to your up-to-date SMSF reports.
  • We look after all ATO correspondence on your behalf.
  • Preparation and lodgement of your activity statements
  • Liaison with our independent auditors.
  • Dedicated SMSF specialist accountant.
  • Unlimited phone support from our expert team.
  • Access to exclusive client events.
 
SMSF Accounting Inclusions

Custom SMSF Administration Fee Calculator

Calculate a custom fee for your SMSF. Use this calculator when your SMSF doesn't fit into one of our fixed-fee SMSF administration packages.


Get in touch

If you have any questions about the SMSF services we offer please see the form below to get in touch.

One of our team will get back to you as soon as possible.