SMSF administration,
audit-ready every year.
SMSF accounting, financials and the annual return from $1,290, prepared by Zaki Choudhry, registered tax agent (TAN 26298664), with the audit referred to an independent approved auditor. The fee is fixed in writing before the year's work begins. Rated 5.0 from 57 Google reviews as at November 2026.
Self-managed super fund setup, full annual administration, accounting and tax. The annual audit is referred to an independent ASIC-registered SMSF auditor — independence is required and we don't audit funds we administer. Pension phase, contributions, the lot.
Annual administration and return for a fund with straightforward assets. Establishment $1,490 one-off. The independent auditor bills the fund directly. GST excluded.
Built for this work.
- Trustees already running a fund who want the accounts and tax done properly
- Funds holding property or unlisted assets that need valuation records
- Members moving into pension phase
- Funds behind on lodgement
- People who've been told to set up an SMSF and want the compliance side explained first
- Financial statements — operating statement, statement of financial position
- Member statements and balances
- SMSF annual return
- Investment schedule with 30 June market valuations
- Audit file prepared and sent to the independent auditor
- Lodgement once the audit report is in
- Contribution cap monitoring
- Pension minimums calculated and documented
- Trustee minutes for investments and pensions
- Transfer balance (TBAR) reporting
- Actuarial certificate arranged where needed
- ATO correspondence handled
- Trust deed through a specialist provider
- ABN, TFN and ATO registration
- Election to be a regulated fund
- Bank account set-up support
- Rollover paperwork
- Investment strategy template for trustees to complete
Four steps, one fixed price.
Discovery call
What the fund holds, where the records are, whether prior years are lodged. Fixed quote in writing.
Records
Bank feed or statements, broker or wrap reports, property documents — into the portal.
Accounts and audit
We prepare the financials and the audit file. The independent auditor reviews; we answer their queries.
Return lodged
After the audit report. Tax and the supervisory levy explained before you pay them.
Bring this.
Don't have all of it? Start anyway. We'll tell you exactly what's missing, once, and much of it we can pull from the ATO directly.
- Advice on whether to set up an SMSF, what it should invest in, or when to start a pension — personal financial advice under an AFS licence; we refer you to a licensed adviser
- The annual audit — performed by an independent ASIC-registered SMSF auditor; we don't audit funds we administer
- Legal advice on deeds, limited recourse borrowing or estate matters
- Investment management
- Trust deed and any variations
- Prior-year financials, audit report and return
- Investment strategy
- Trustee or director details
- Bank statements
- Broker, wrap or platform annual statements
- Property — lease, rent statements, rates, insurance, valuation
- Unlisted or collectable assets — valuation evidence
- Contributions made, and by whom
- Pension payments during the year
- Rollovers in or out
- Death benefit nominations on file
Where our role stops
Under the Corporations Act, telling you whether an SMSF is right for you, what it should invest in, or when to start a pension is financial product advice and needs an Australian financial services licence. We don't hold one and won't pretend otherwise. What we do is the accounting, tax and compliance record-keeping that keeps the fund complying — and we work alongside your licensed adviser where you have one.
Why the audit is independent
Every SMSF is audited every year, and the auditor cannot be the firm that prepared the accounts. We prepare an audit file the auditor can work through quickly, and their fee is billed to the fund directly, so the independence is real rather than notional.
Pension phase
Once a member starts a pension, the fund has minimum annual payments to make, a transfer balance cap to report against, and records to keep straight for the tax exemption on that share of income. We calculate the minimum, document the pension, and arrange the actuarial certificate where the fund has both accumulation and pension members.
Common questions.
Annual administration for a fund with straightforward assets — bank, listed shares, perhaps one property: financial statements, member statements, the annual return, and the audit file. The auditor's fee is separate and billed to the fund. Funds with unlisted assets, borrowings or several properties are quoted individually.
Talk it through with us.
30 minutes, no commitment. We'll confirm whether smsf setup & administration fits your situation, the exact scope, and a fixed quote — same day.