SMSF Services for trustees

Superannuation Accounting Services is an independent SMSF administrator. Chartered Accountants.

SMSF Services for DIY investors.

Superannuation Accounting Services specialise in the provision of self managed super fund services. We provide comprehensive services for the DIY investors and all our services are provided purely on the basis of client's needs or request.

Superannuation Accounting Services does not provide personal financial advice or investment advice.

Because we are independent, we do not restrict investors on service provider they can utilise for their SMSF (i.e. the SMSF may bank through the financial institution of its choice, trade on the ASX through the broker of its choice, invest through their preferred channel, etc), and we do not place any restrictions on the type of investments, as long as those investments comply with superannuation laws.

Our services include:

Documentation services

  • Set-up new SMSF
  • Change of trustee/ member
  • Change from individual to corporate trustee
  • Limited recourse borrowing for property (Bare trust)
  • Commencing/ stoping pension in SMSF

Compliance services

  • SMSF accounting and taxation lodgement
  • Annual accounting and tax service (year-end compliance) compare
  • Premium accounting and tax service (ongoing administration + year-end compliance) compare
  • Prior year tax return service
  • Winding up SMSF

Advisory services

  • Complex compliance issues
  • Compliance review and breach rectification

With Superannuation Accounting Services, you can have confidence knowing that you are getting the best advice, and your SMSF's compliance and reporting is looked after by qualified specialist, using the latest technology that allows use to be competitively priced.

Less is more — Don't get bogged down with paperwork. With a wide range of data that can be automatically fed from banks, brokers, platforms, we can keep the accounts up to date. We actively monitoring the transactions to ensure compliance. We will inform you if we identify any exceptions, and promptly attend to it.

Don't wait for annual report after the financial year has ended. Get secure online access to up-to-date timely information about your SMSF's investment portfolio, income details, tracking of contributions and pension caps throughout the year as they occur, investment reporting including performance charting.

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