Our Key Services for SMSF Clients

Our key areas of service encompass SMSF establishment, compliance services, including the preparation and lodgement of tax returns, technical guidance throughout your SMSF journey, and assistance to trustees in winding up SMSFs

Setting up an SMSF can be complicated if you do it on your own. Upon receiving your instructions, we can set up an SMSF for you within one business day. We provide factual information about having an SMSF. Consult Us today.

An accurate SMSF tax return is the key to compliance success. Our dedicated local accounting team has the knowledge and skills in handing every transactions in your SMSF. We offer a fast turnaround time for our services.

We understand that fee increases can become burdensome in successfully running an SMSF. Enjoy our fixed fee service for your SMSF accounting and taxation needs. Receive $200 off your first tax return with us.

One Stop Solutions for SMSF Accounting

We can assist you in every aspect of SMSF accounting, from establishing an SMSF, preparing tax returns, dealing with auditors & ATO, providing information/documents to external parties such as Centrelink, your personal accountant or financial adviser.

preparation stage of the accounting report. what we will focus on and what we offer
completion of SMSF reports, and service we implement after completion of clients account
communication with auditor and ATO in relation to auditing queries
Lodgement step - this picture explains the possible tax lodgement obligation of an SMSF

Why SMSF Solutions Australia?

We offering a comprehensive solutions for all your SMSF accounting needs. Trusted by hundreds SMSF trustees across Australia. Our office is located in Northern Sydney, Lindfield

 

 

Powered by Class Super. Leading software in SMSF Accounting

 

 

What we offer?

Our mission is to take a stand for all our clients, and to give them the best accounting services at most affordable price. We believed in fixed fee services. View Details

Register your interest with us to explore our services further, without any obligation.

We offer smooth onboarding experiences for new clients. Please submit your email below, and our accountants will reach out to you to ensure that you understand the scope of our services. Upon agreed to our scope of services, we will start the onboarding process.

    SMSF Topics

    Set Up an SMSF

    Set-up an SMSF – we can assist you in set-up an SMSF

    Appointing Us

    Switch for better – Shield your retirement savings from escalating fees

    Investments in the SMSF

    Investments in SMSF and reporting requirement

    ESA Superstream Solution

    We provide an Electronic Service Address solutions for all our clients

    Compliance

    It is the trustees’ responsibility to keep the SMSF compliant with relevant laws in Superannuation. With us, we provide you with knowledge of what the trustee can and cannot do

    Pension

    Meeting conditions of release? we can assist you in set-up Account Based Pension account for you

    Winding -Up SMSF

    Winding up an SMSF can be costly and complicated. With us, we can guide you through each step to make the process much easier

    Q & A

    Common questions in SMSF

    SMSF Updates / News

    Client-to-agent linking steps

    Client-to-agent linking steps

    • 04/04/2024
    • by Peter
    • No Comments

    Client to Agent Linking Steps The Australian Taxation Office (ATO) has introduced a new security measure requiring entities other than sole traders/individuals to appoint a tax agent on their behalf. This new procedure aims to reduce identity theft. This new…

    SMSFs investing in property

    SMSFs investing in property

    • 06/02/2024
    • by Peter
    • No Comments

    It is important you understand the rules relating to SMSF and real property. Firstly, the trustee must ensure that sole purpose test is met. Meaning that the property is for retirement purpose only, meaning you and your relatives cannot live…

    Changes to minimum annual payments

    Changes to minimum annual payments

    • 01/07/2023
    • by Peter
    • No Comments

    In response to COVID-19, the government temporarily reduced superannuation minimum drawdown requirements for account-based pensions and similar products by 50% for 2019–20, 2020–21, 2021–22 and 2022–23 financial years. For the 2023–24 financial year, the 50% reduction in the minimum pension…