SMSF accounts, tax returns & compliance.

Annual financial statements, the SMSF annual return, audit coordination and year-round administration for self-managed super fund trustees, handled by a registered tax agent.

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What we do

Keeping your fund compliant, every year.

As trustee, you're responsible for your fund meeting its obligations under super and tax law. We take care of the accounting, lodgements and paperwork so nothing is missed.

What is an SMSF? A self-managed super fund is a private super fund with up to six members, who are usually also its trustees. The trustees make the investment decisions and are responsible for compliance, including an annual independent audit and an annual return to the ATO.

Annual accounts & return

Financial statements and member statements
SMSF annual return lodged with the ATO
Member balances and transfer balance reporting
Asset valuations recorded at market value
Lodgement deadlines tracked for you

Audit coordination

Every SMSF needs an independent audit by an ASIC-registered SMSF auditor each year.

Engaging an independent auditor
Preparing and sending the audit file
Following up auditor queries

Year-round administration

Transactions recorded and coded
Contributions tracked against caps
Pension and lump sum payments recorded
Rollovers in and out

Fund tax

Fund income tax and capital gains calculations
Exempt current pension income and actuarial certificates
Notices of intent to claim a deduction
Excess contribution and Division 293 notices

New fund admin

Already decided to set up an SMSF with your financial adviser? We handle the admin.

ABN, TFN and ATO registration
Trust deed arranged through a deed provider
Electronic service address for SuperStream

ATO matters & wind-up

ATO letters and compliance notices
Late lodgement penalty remission requests
Help reporting and fixing contraventions
Final accounts and return when a fund is wound up

Trustees

Who we work with, and what trustees must do.

We work with

✓Trustees of existing SMSFs who need annual accounts and returns
✓Trustees looking to change accountants
✓Funds with overdue returns that need bringing up to date
✓New funds set up on the advice of a licensed financial adviser

Key trustee obligations

!Lodge an SMSF annual return with the ATO each year
!Have the fund independently audited every financial year
!Prepare, document and regularly review an investment strategy
!Stay within contribution caps; excess contributions can mean extra tax
!Meet the sole purpose test: the fund exists only to provide retirement benefits

About our advice. Bryanbo & Co does not hold an Australian Financial Services Licence. We don't give advice on whether to set up an SMSF, which investments to hold, or when to start a pension. For that, speak with a licensed financial adviser — we're happy to work alongside yours.

Need your fund's accounts and return done?

Call 08 8366 6519 or send us a message and we'll give you a quote.

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This information is general in nature and does not take your personal circumstances into account. It is not financial product advice. SMSF trustees remain responsible for their fund's compliance with superannuation and tax law.