Self Managed Super Fund Services
Professional SMSF compliance and reporting services designed to help trustees meet their obligations with confidence.
Is an SMSF Right for You?
Managing your own super can offer greater control and flexibility, but it also comes with significant responsibilities as an SMSF trustee.
Whether you've recently established a Self Managed Super Fund or you're looking for a specialist accountant to manage your ongoing compliance, our team can help keep your fund organised, compliant and up to date.
Our SMSF accounting services are ideal for trustees who:
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Want specialist SMSF accounting and compliance support
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Need help preparing annual financial statements and tax returns
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Want to stay compliant with ATO reporting requirements
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Require support coordinating their annual independent audit
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Hold a range of investments including property, shares or managed funds
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Want confidence their fund is meeting its ongoing obligations
Running an SMSF takes time and carries legal responsibilities. Even with professional support, trustees remain responsible for ensuring the fund complies with superannuation law.
Our SMSF Services Include
✓ Annual Financial Statements
✓ SMSF Tax Returns
✓ Compliance Reporting
✓ Audit Coordination
✓ Pension Reporting
✓ Trustee Assistance
✓ Contribution Monitoring
✓ Benefit Payment Reporting
✓ Regulatory Compliance Reviews
✓ Ongoing SMSF Support
Our SMSF Process
1. Understand Your Fund
We begin by reviewing your fund structure, members, investments and reporting obligations.
3. Prepare Your Annual Compliance
We'll prepare your annual financial statements, SMSF tax return and all required documentation while coordinating your independent audit.
2. Review Your Compliance
Our team reviews your records to ensure transactions, contributions, pensions and investments have been recorded correctly and identifies any outstanding compliance matters.
4. Ongoing SMSF Support
As legislation changes, we'll continue helping you meet your reporting obligations so your fund remains compliant year after year.
Why Specialist SMSF Accounting Matters
SMSFs operate under complex superannuation and tax legislation.
Accurate accounting and record keeping help ensure:
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annual obligations are met
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investments are correctly recorded
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member balances remain accurate
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reporting deadlines aren't missed
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trustees have confidence their fund remains compliant
Working with an SMSF specialist also makes the annual audit process significantly smoother and helps reduce the risk of avoidable compliance issues.
Frequently Asked Questions
Do you establish SMSFs?
We can assist with the accounting, administration and compliance aspects of Self Managed Super Funds. Where licensed financial advice is required regarding establishing an SMSF, we'll work alongside your licensed financial adviser as appropriate.
Can you prepare my SMSF tax return?
Yes. We prepare annual financial statements, SMSF tax returns and the supporting documentation required each year.
Do I still need an audit?
Yes. Every complying SMSF must undergo an annual independent audit before lodging its annual return. We coordinate this process as part of our service.
Can you take over from my current SMSF accountant?
Absolutely. If you're looking for a fresh approach or more proactive support, we can assist with transitioning your fund to H&H.
Do you work with property SMSFs?
Yes. We work with SMSFs holding a range of investment types, including direct property, listed investments and managed funds.
Trustee Responsibilities
Understanding Your Responsibilities as an SMSF Trustee
Managing your own super fund offers greater control over your retirement savings, but it also comes with legal responsibilities.
While we manage the accounting, reporting and compliance requirements, trustees remain responsible for ensuring their Self Managed Super Fund operates in accordance with superannuation legislation.
Our role is to help make that responsibility easier by keeping your fund organised, compliant and up to date.
1 / Maintain Accurate Records
Keep financial records, trustee decisions and supporting documentation organised and available for review.
2 / Meet Annual Compliance Obligations
Prepare annual financial statements, lodge the SMSF annual return and complete the required independent audit.
3 / Manage Fund Investments
Ensure investments are made in accordance with your investment strategy and comply with superannuation legislation.
4 / Stay Compliant With ATO Requirements
Meet reporting obligations, contribution limits and ongoing trustee responsibilities to help protect your fund's complying status.