Specialist SMSF Services
SMSF Accountants
Run a compliant fund with our accounting and tax services and knowledgable advice.
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Behind every healthy self managed superannuation fund, there's a good accountant
Accounting and taxation are key functions in the ongoing administration of a growing SMSF. A SMSF accountant not only needs to prepare your income statement and balance sheet, help you to meet tax obligations and all other SMSF financial regulations, but they should also be experienced enough to answer your difficult questions.
You need an accountant who understands the ins and outs of super fund regulations and can advise trustees on important administration decisions you need to make in order to grow your super balance.
An experienced accountant minimizes errors, takes advantage of tax deductions, potentially lowers your SMSF audit fees and avoids penalties.
Trustees are held responsible for any irregularities so make sure you have confidence that your super fund is being taken care of well.
At Easy Super we offer you almost 20 years of SMSF accounting and taxation experience. Our clients come to us often for advice, particularly around complex SMSF issues, which can include things like property, crypto, tax benefits, capital gains tax, deductions and tax concessions. Our knowledge is deep and our expertise give you confidence that your fund is compliant and healthy.
Speak to Natalia today.
Our SMSF accounting services
SMSF Administration
Want to be on top of what is going on in your SMSF and day to day activity? We offer daily reconciliation of your SMSF bank accounts with easy app access to view your SMSF assets.
SMSF Accounting
Get expert accounting services: preparation of your annual financial statements, income tax return, all necessary minutes and resolutions and liaising with the auditor.
Natalia also offers accounting advice to our clients.
SMSF Tax
Our SMSF tax advice will help you to understand and minimise all tax obligations, from capital gains tax rules to your annual income tax return.
We guide you in complex tax scenarios and help you claim a maximum of tax deductions allowed.
SMSF Accountants: Frequently Asked Questions
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SMSF accountants maintain your super fund’s financial records and ensure your fund is financially compliant with the ATO. They also assist trustees with lodging tax returns, annual reporting and other administrative tasks. Your self managed super fund accountant should also be giving you meaningful insights into your fund’s performance and tax saving opportunities.
The due date for an established SMSF tax return is the 15th of May the following year. Newly registered SMSFs need to lodge their tax return on or before 28 February of the following year. If your SMSF lodged a tax return late last year then the 31st of October will be your tax return deadline.
It’s important that you appoint your SMSF auditor and lodge your annual tax return on time. The ATO takes a hard line when it come to compliance.
Yes. There is a 15% tax rate on assessable income generated by an SMSF. When the fund moves to the pension phase, the tax will be reduced to 0%.
This tax rate applies to all ‘complying funds’ – those that are compliant with all SMSF rules and regulations. For non-compliant SMSFs the highest marginal tax rate will apply.
For licensed SMSF accountants, fees vary depending on the level of their advice. Often, the cost is between $2,500 – $4,000 annually. At Easy Super we charge a fixed fee. Please talk to us about your particular rates.
No, you cannot claim GST on SMSF accounting fees. This is because a SMSF is not eligible to claim the input tax credit. Accounting, audit and taxation fees are not a reduced input tax credit.
What's the difference between an online SMSF provider and an SMSF accountant?
With an online provider you do everything online, although the extent to what you can do is limited. You can download and upload your documents with the provider and establish an SMSF online. However you won’t receive immediate advice or support and any advice is generally limited. This is typically a ‘cookie-cutter’ solution suited for a SMSF that has lower compliance requirements and is less complex.
An SMSF accountant like Easy Super holds your hand. We answer your questions at any time and offer you highly experienced and often technical advice. We prevent you from making mistakes and guide you through SIS regulations and the tax consequences of decisions you may be considering. We’re also able to help you fix and rectify any mistakes previously made in your fund. Chat to Natalia today.
Easy Super makes your accounting, super easy
Chat to us about your SMSF accounting needs.
Super Consulting Pty. Ltd.
- 19 Selby ave, Dee Why NSW 2099
- 1800 327 978
- 0432 366 690
- enquiry@smsfconsulting.com.au
-
Mon - Fri 9AM to 5PM
Sat 9AM to 5PM
Sun Upon Request
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Disclaimer: All information on this website has been prepared without taking into account your individual objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness with regard to your objectives, financial situation or needs. Speak to Natalia for SMSF advice.