SMSF Accounting &
Compliance Services
自管养老金会计及合规服务
Expert SMSF compliance, administration, and tax return services for trustees — ensuring your fund meets all ATO and superannuation legislation requirements.
为自管退休金受托人提供专业的合规申报、账务管理及税务服务，确保您的基金完全符合ATO及养老金法规要求。
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SMSF Accounting & Compliance Services
自管退休金会计及合规服务
A Self-Managed Super Fund (SMSF) gives you greater control over your retirement savings and investment strategy — but it also comes with significant compliance obligations. We provide comprehensive SMSF accounting, tax return preparation, and ongoing administration support to keep your fund compliant and on track.
自管退休金（SMSF）让您对退休储蓄和投资策略拥有更大的掌控权，但同时也带来了相当的合规义务。我们提供全面的SMSF会计、税务申报及持续管理支持，确保您的基金合规运营。
SMSF Establishment
自管退休金设立
We help you set up your SMSF correctly from the start — trust deed, registration, and investment strategy.
- 信托契约（Trust Deed）准备
- ATO 注册及 ABN/TFN 申请
- 银行账户及投资账户建议
- 投资策略文件（Investment Strategy）
- 成员加入文件准备
Annual SMSF Compliance
年度合规申报
Full annual compliance package — from financial statements to tax return lodgement with the ATO.
- 年度财务报表编制
- SMSF 年度税务申报（SMSF Annual Return）
- 成员账户余额核算
- 资产估值及折旧处理
- ATO 申报截止日期管理
Auditor Liaison
独立审计协调
SMSF funds must be audited annually by an independent ASIC-registered auditor. We coordinate the entire process.
- 委托独立注册审计师
- 审计文件准备及提交
- 审计问题跟进处理
- 审计报告归档管理
SMSF Administration Support
持续行政管理支持
Ongoing administrative support to keep your SMSF records accurate and compliant throughout the year.
- 日常交易记录及分类
- 缴款记录（Contributions）管理
- 提款记录（Pension / Lump Sum）处理
- Rollover 资金转入转出处理
- ATO 来信及合规通知处理
SMSF Tax Planning
SMSF 税务规划
Strategic tax advice to maximise your SMSF's tax efficiency and ensure contributions are within cap limits.
- 缴款上限（Contribution Cap）规划
- 税收优惠策略（15% 基金税率）
- 退休阶段（Pension Phase）转换规划
- 资本利得税（CGT）策略
- Notice of Intent 处理
ATO Liaison & Compliance
税务局沟通及合规
We handle all ATO correspondence and compliance matters for your SMSF — so you're never facing the ATO alone.
- ATO SMSF 合规通知处理
- 逾期申报罚款减免申请
- SMSF 违规情况（Contravention）协助处理
- 基金注销（Wind Up）处理
Who This Is For · 适合人群
Is SMSF Right for You?
SMSF 适合您吗？
- Individuals or couples wanting more control over their retirement savings希望对退休储蓄拥有更大掌控权的个人或夫妻
- Business owners looking to invest super in commercial property希望用养老金投资商业地产的企业主
- Existing SMSF trustees needing ongoing compliance support需要持续合规支持的现有SMSF受托人
- Those with existing SMSFs looking to switch accountants希望更换会计师的现有SMSF持有人
Important Notes · 重要提示
Key SMSF Obligations
SMSF 主要合规义务
- Annual tax return must be lodged with ATO每年须向ATO递交年度税务申报
- Independent audit required every financial year每个财年须接受独立审计
- Investment strategy must be documented and reviewed regularly投资策略须书面记录并定期审查
- Contribution caps apply — excess contributions attract tax penalties缴款上限适用——超额缴款须缴纳额外税款
- Sole purpose test — fund must exist solely to provide retirement benefits唯一目的测试——基金须以提供退休福利为唯一目的
Need Help With Your SMSF?
需要SMSF专业支持？
Whether you're setting up a new SMSF or need ongoing compliance support for an existing fund — book a consultation and we'll guide you through everything. · 无论是新建SMSF还是现有基金的持续合规支持，预约咨询，我们为您全程指导。
Any information provided is general in nature and does not constitute financial or superannuation advice. SMSF trustees are responsible for ensuring their fund complies with all relevant legislation. Please consult us for advice specific to your circumstances. · 以上信息仅供参考，不构成财务或养老金建议。SMSF受托人须自行负责确保基金符合相关法规。请联系我们获取针对您情况的专业意见。
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