What does an SMSF annual return include?
Financial statements, member statements, contribution and pension reporting, investment schedules, capital gains and the annual return itself.
Do you handle the SMSF audit?
We coordinate with an independent registered SMSF auditor and provide the workpapers they need.
How quickly can you complete our fund?
Most are completed in a week or two once we have your records and the audit is finished. We’ll fit your time frame.
What records do you need?
Nominate your software or manual systems for us to access and we’ll take it from there — statements, rental docs (if any), contribution and pension details.
What are the fees?
Fixed, upfront pricing — no surprises. We’ll recommend the right tier after a quick review.
Can you work with my current bookkeeper or adviser?
Yes. We’ll collaborate and keep everyone aligned.
Is my data secure?
Yes. ISO 27001:2022 controls, encrypted systems and ATO-compliant processes.
Do you prepare pension and member statements?
Yes. We prepare member balances and pension statements and check minimum payments.
Do you help with contributions timing and caps?
Yes. We review totals and timing and flag potential cap issues.
Can you handle listed shares, ETFs and managed funds?
Yes. We reconcile holdings, income, DRPs and other actions.
What about term deposits and cash accounts?
We reconcile interest and year-end balances to statements.
Do you manage property schedules?
Yes. We prepare rental statements and expense schedules and reconcile values for the audit.
How do you handle capital gains?
We track cost bases, apply discounts where eligible and produce CGT reports.
Can you help if we’re behind on prior years?
Yes. We finalise overdue years and coordinate audits to bring the fund up to date.
Do you support rollovers in and out?
Yes. We document rollovers so member balances stay accurate.
Can you help set up better record-keeping for next year?
Absolutely. We’ll recommend simple changes that save time and reduce errors.
Do you help with actuarial certificates?
If your fund needs one, we coordinate it with a provider and include it in the workpapers.
Can you help with pension commencements and commutations?
Yes. We draft the paperwork and record movements correctly.
Do you check minimum pension payments before year end?
Yes. We flag shortfalls early so you can make a top-up if needed.
Do you review insurance premiums inside super?
We include them in the accounts where relevant and check how they’re treated.
How do you handle foreign investments or FX?
We record income and revalue at year end in line with your statements.
Will a Chartered Accountant review our fund?
Yes. Every SMSF job is reviewed by a CA or CPA before finalisation.
Can you help with ATO queries or reviews?
Yes. We prepare the documents, reconcile the numbers and speak with the ATO on your behalf.
Do you work with advisers and brokers?
Yes. We’re happy to liaise with your adviser or broker for statements and confirmations.
Do you support BGL, Class, Xero and eCashBooks?
Yes. We work with all of them — and spreadsheets if needed.
How do we get started?
Request a quote and we’ll outline steps, documents and time frames.