SMSF Accounting & Administration

Clear annual reporting and administration support for self-managed superannuation fund trustees.

How we can help

• Annual financial statements and SMSF tax returns

• Member balances and annual reporting

• Contribution and pension administration records

• Bank, investment and transaction reconciliations

• Pension payment and reporting schedules

• Transfer balance reporting support where applicable

• SMSF establishment administration with relevant specialists

• Coordination of the annual audit with an independent SMSF auditor

Getting started

Provide fund bank and investment statements, contribution records, pension details, trustee documents and information about fund assets. Investment recommendations and licensed financial advice are referred to an appropriately licensed adviser.

Book a conversation

Book a 15-minute phone call Monday–Friday, 4:00 pm–5:00 pm.

In-person appointments: 2 Ascot Parade, Blackalls Park, or 41–45 Newcomen Street, Newcastle. Select your preferred office when booking. Complex advice and project work are separately scoped and quoted.