For Individuals
Self-managed super fund compliance
Your retirement, handled with the care it deserves.
Annual accounts, tax returns, and compliance for SMSFs, handled by accountants who understand superannuation law in depth.
What we do for you
Running your own super fund gives you control — but it also comes with strict compliance obligations that change regularly. We handle the annual accounting, financial statements, tax return, and audit coordination so your fund stays compliant and audit-ready.
Whether your fund holds shares, property, or a mix of assets, we make sure contributions, pensions, and reporting are handled correctly under current super rules.
What's included
- Annual compliance, end to endFinancial statements, member statements, the SMSF annual return, and independent audit coordination.
- Contribution & pension strategyGuidance on contribution caps, pension phases, and minimum drawdowns to keep your fund compliant.
- Property & investment fundsExperience with SMSFs holding direct property, including limited recourse borrowing arrangements.
How it works
- 1
Book a consultation
Choose online or in person at our Milton office. Tell us a little about your situation when you book.
- 2
We review your situation
We look at your circumstances in detail and identify exactly what you need — no guesswork, no assumptions.
- 3
Get a clear, scoped quote
You receive a fixed, transparent quote before any work begins, so there are never any surprises.
Stay compliant and audit-ready — without living in the fine print.
Annual compliance handled end to end, audit coordination included.
Frequently asked questions
Do you arrange the independent audit?
Yes. We coordinate the mandatory independent audit as part of your fund's annual compliance, so it's one less thing to organise.
Can you take over an existing SMSF?
Absolutely. We regularly take on funds from other accountants and bring overdue or disorganised funds back up to date.
Is an SMSF right for me?
It depends on your balance, goals, and willingness to take on trustee responsibilities. We can talk through whether it suits your situation.
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Book an appointment online or in person at our Milton, Brisbane office — no obligation, no guesswork.