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SMSF Taxation Services – It is What We Do

SMSF Taxation Services

Discover the power of SMSF Solutions accounting and taxation Solutions. Our specialist will manage the complexities of the accounting and taxation for your SMSF. With SMSF Solution Australia, we streamed the accounting and taxation requirements process.

Our process is simple and straightforward.

Established SMSF Trustees

We offer a smooth onboarding experience for our clients. Simply fill out the form below, ‘Onboarding as a New Client.’, or send us a message. It is an obligation-free registration of your interest in engaging with our accounting services. Our accountant will contact you to brief you on our terms and services, ensuring that you understand the scope of our offerings.

First Year with Us

Accountancy Fee for Year 1
$ 799 for first Year
  • Detailed Reports of your SMSF
  • Annual Tax Return Package
  • Compliance pack including minutes & resolutions for your SMSF
  • General technical guidance in relation to superannuation regulations
  • No limitation on types of assets, shares, managed funds, real property and cryptocurrencies.​
Onboarding as a New Client
Register your interest with us to explore our services further, without any obligation. After registration, we will be in touch with you shortly to confirm that you understand our scope of services.
New Client

Year 2 and onward

Accountancy Fee for subsequent year
$ 999 per year
  • Detailed Reports of your SMSF
  • Annual Tax Return Package
  • Compliance pack including minutes & resolutions for your SMSF
  • General technical guidance in relation to superannuation regulations
  • No limitation on types of assets, shares, managed funds, real property and cryptocurrencies.​
Complete fees Schedule
All accounts are prepared in Australia, and we do not maintain a back office in a foreign country. Any adjustments to fees will be communicated to our clients with at least six months' notice.
Fixed Fees

One Stop Solutions for your SMSF

SMSF Solutions offers comprehensive services encompassing administration, compliance, accounting, and taxation specifically tailored for Self-Managed Superannuation Funds (SMSFs). With a profound understanding of the intricacies involved, we stand poised to guide you in establishing the optimal setup. Our array of services comprises:

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
  • Establishing an SMSF
  • Financial reporting and tax obligation compliance – Annual tax return package
  • Monitoring contributions
  • Pension set-up and EOFY pension reminder
  • Deed upgrades
  • Dealt with ATO & Auditor queries
  • Wind-up of a SMSF

Why Us?

  • Low and Fixed fees – No Suprise on Fees
  • Less paperwork for you – Use our mail house at no extra charge
  • Fast turn around time 
  • General technical guidance
  • Independent and unbiased – You invest , We report
  • Professional local accountant – We’re located in Lindfield (Upper North Sydney)
  • All works are done within Australia by locally trained SMSF accountants
  • Real time reporting of valuation, viewed via our 24/7 accessible online portal
  • We offer white-label service to financial adviser and accounting firm

For Establishing an SMSF

We offer free email consultation for your SMSF questions. We will answer all your question about having an SMSF.

Establishing an SMSF could represent one of the most substantial investment decisions for your retirement savings. We offer technical guidance on the intricacies involved in setting up an SMSF. Please complete the form below, and our dedicated SMSF setup specialist will contact you to provide essential information regarding the establishment of an SMSF. 

Setting up SMSF

If you ready to go ahead, simply fill in the form from the link. Obligation free registration. Our accountant will contact you to confirm your intention. Set-up cost for Corporate trustee is $850, and $165 for individual trustee.
Start setup
SMSF Form

Starting a Self-managed super fund

A guide to help you decide if a self-managed super fund (SMSF) is right for you, and know-hows. This guide is provided by ATO as a guideline to public.
ATO Guideline in starting SMSF
Guideline

Online Contact Form

If you remain uncertain about whether we offer the appropriate service for your Self-Managed Superannuation Fund (SMSF), please utilise the contact form below.

    SMSF Services Coverage

    Establishing an SMSF

    SMSF Solutions streamlines the process of setting up a Self-Managed Superannuation Fund (SMSF) with a convenient and straightforward execution-only service. We handle the preparation of all necessary legal documents, complete registrations with ASIC and the ATO, and assist you throughout the entire setup process until you are prepared to commence investments through your SMSF.

    Superstream Ready - Contribution & Rollovers

    For our continuous Self-Managed Superannuation Fund (SMSF) clients, SMSF Solutions offers assistance by monitoring contributions and evaluating them against the applicable thresholds. Additionally, we can aid in facilitating rollovers and contributions into the SMSF by equipping your SMSF with an active electronic service address (ESA) to comply with Superstream regulations.

    Annual Tax Return Package

    SMSF Solutions is available to support in the preparation and finalization of annual Self-Managed Superannuation Fund (SMSF) financial and member statements, annual taxation and statutory returns, as well as overseeing the independent audit process. Moreover, we can help address various Australian Taxation Office (ATO) compliance obligations that may arise, such as Business Activity Statement (BAS) and Pay As You Go (PAYG) lodgements, along with meeting Transfer Balance Account Report (TBAR) reporting requirements

    Fixed Fees - No Surprise

    SMSF Solution operate on a fixed fee structure, providing transparency in the anticipated costs for your SMSF. This approach ensures that there are no unexpected surprises. Our ability to maintain competitive fees is rooted in the fact that our accountants possess specialized knowledge, expertise, and a skill set specific to SMSFs. We do not charge any premium based on your fund size. All clients are equal.

    Less paperwork & Flexible service

    Our objective is to simplify the process and meet your need. With your authority – data feed, we can receive data directly from many banks and investment providers (we do not gain any access to your account), and it significantly reduce paperwork on real time reporting. A checklist will also be provided before a new financial year begin, our checklist is tailored to your fund.

    Real-time data & reporting

    We use the top tier software in the market. Our software enabling you to monitor your Self-Managed Superannuation Fund (SMSF) data in real-time. Regularly updated transactions and a range of member and investment reports can be generated through our platform. It empowers you to track contribution & pension history.

    Pension Establishment

    SMSF Solutions can assist SMSF clients in establishing Account Based Pensions, determining minimum pension drawdowns, and furnishing all necessary legal documentation. For continuous clients, we proactively monitor pension drawdowns to ensure compliance with SISR regulations, ensuring that minimum annual payment requirements are met.

    Winding up a SMSF

    SMSF Solutions can provide support in devising exit strategies for SMSFs and the process of winding up an SMSF. This includes handling the preparation and finalization of the last tax return, as well as facilitating the cancellation of the Fund’s registrations with the ATO and related government body. Our specialist will guide you through every step of winding up an SMSF.

    SMSF SOLUTIONS AUS PTY LTD & THE BROOK HILLS TAX ACCOUNTANT PTY LTD AS PARTNERS FOR ARCH PARTNERS ABN 67 487 335 799; TAX AGENT REGISTRATION 26214880

    General Advice Warning:

    No Advice Express or Implied: The information presented on this website is of a general nature and has not been crafted to accommodate the specific objectives, financial situation, or individual needs of any particular investor. SMSF Solutions refrains from providing financial product advice or endorsing any financial products, either explicitly or implicitly. It is explicitly stated that SMSF Solutions neither recommends nor represents any financial product or service available through its platform, including those established for your SMSF upon becoming a client. 

    Seek Professional Advice from a Financial Adviser: SMSF Solutions operates on a no-advice model and does not dispense financial, legal, or tax advice to clients. It is strongly advised that clients seek appropriate professional advice based on their personal circumstances. A licensed financial adviser can assess an individual’s situation and provide recommendations suitable to their financial needs. All information on the SMSF Solutions website is factual and general in nature, and therefore, reliance on it should be avoided. Trustees bear legal responsibility for all decisions made, even if advice is sought from a financial planner. While financial professionals can offer guidance and assistance, ultimate responsibility for the fund lies with the trustees.

    ARCH PARTNERS and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.