About Us – SMSF Solutions Australia

About Us - SMSF Solutions Australia

We’re located in Lindfield, upper north shore of Sydney, and assist clients throughout Australia. We’ve aided hundreds of SMSF trustees in setting up and running their SMSFs. SMSF Solutions clients have the freedom to choose their own financial service providers for managing their SMSFs. We don’t offer investment or financial product advice. Our only mission is to deliver exceptional accounting & administration services for SMSF clients.

Why Choose Us

Quality Assurance

Quality review team to give you another layer of assurance of our services

SMSF
Experts

Ten plus years experience in SMSF industry. We here to answer your questions

Fair Fees
Policy

Transparent fee schedule, regardless of your fund size and complexity

Australia-wide service

Our office is located in Upper North Shore. We are trusted by hundreds trustees across Australia

Qualified Accountant

Local accountant who understand how Australian taxation system works

Our operation

Yes, we serve clients from every state in Australia. Our clients often email us the documentation for their SMSF, after which we commence work on their account. All accounts are billed after completion, ensuring 100% satisfaction.

No, we do not charge a fee for questions. We genuinely enjoy assisting you in getting your questions answered, whether you are a client of ours or not. We offer general technical guidance on SMSF aspects. However, please note that we do not provide advice on tax planning and financial services.

Generally, it takes about a week for us to complete the work, assuming you have provided all the required documents. Afterwards, we will send the account to an external auditor for auditing.

Yes, you can. We work well with any external auditor.

Yes, we can work with your personal financial planner or personal tax agent. Please send their details to us along with your consent to release your SMSF information to them.

No, our fee does not include any audit fees for your SMSF. The ATO requires the auditor to be independent. Therefore, we work with an external auditor to audit your account. The audit fee is $220 for the first year and then $330 for subsequent years.

Yes, we do. We provide general technical guidance on any questions you have about SMSF. Our answers are based on factual information. Please note that we do not provide any financial advice to our clients.

No, we do not.

We only prepare tax returns for your SMSF. You retain full control of your SMSF.

  • Fair fee policy: we do not charge any premiums based on your fund balance
  • Confidentiality: we have no back office in foreign countries
  • Fast turnaround time: we guarantee to complete the work within a week
  • Experienced accountants: Our accounts are detail-oriented and have a thorough understanding of the taxation and financial systems in Australia

We keep our fees low by having a flat structure. 

No, it is outside of our scope of services. However, we can collaborate with your lawyer to implement your planning.

Yes, you can. Simply give us a call to book an appointment

Office Address: Suite 8 / 2 Kochia Lane LINDFIELD NSW 2070

Key Services