Self-Managed Super Fund (SMSF) Accounting & Administration Made Simple
Take control of your retirement wealth – without the administrative burden.
Your Retirement. Your Control. Our SMSF Accounting Expertise.
A Self-Managed Super Fund gives you greater control over how your retirement savings are invested – but that control comes with strict compliance responsibilities.
At Simpli-Tax, we support individuals and families across Australia, including Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra, Hobart, and regional areas, by managing the full administration of their SMSF. Our role is to handle the complexity, compliance, and reporting – so you can focus on strategy and long-term outcomes with confidence.
Complete SMSF Accounting & Administration, Handled End-To-End
Structured, Compliance, & Stress-Free
We provide comprehensive SMSF accounting and administration services designed to keep your fund compliant, efficient, and audit-ready at all times.
SMSF Establishment & Registration
Setting the Right Foundation From Day One
Establishing an SMSF involves more than opening a bank account. We manage the entire setup process, ensuring your fund is structured correctly from the outset.
This includes:
- Preparing the SMSF Trust Deed.
- Appointing trustees or corporate trustee structures.
- Conducting the first trustee meeting.
- Registering the fund with the ATO.
- Applying for ABN, TFN, and GST (where applicable).
You start with confidence, clarity, and compliance.
Annual Administration & Ongoing Compliance
Accurate Records That Stand Up to Scrutiny
Each year, we process and reconcile all fund transactions, including:
- Bank and investment activity.
- Capital Gains Tax (CGT) events.
- Dividend and distribution statements.
- Rental income and expense summaries.
From this, we prepare:
- Annual Financial Statements.
- Member Statements.
- Supporting schedules required for reporting.
Everything is completed accurately and on time.
Tax & Regulatory Lodgements
ATO Reporting - Done Right
We prepare and lodge your SMSF Annual Return, ensuring all tax and regulatory obligations are met in line with ATO requirements.
This includes reporting relevant regulatory information such as Transfer Balance Account Reporting (TBAR) where applicable.
Independent Audit Coordination
A Smooth, Well-Managed Audit Process
SMSFs are required to be independently audited every year.
We act as the central point of contact between you and the auditor by:
- Compiling all required documentation.
- Responding to audit queries.
- Addressing any compliance questions promptly.
Our structured approach helps ensure a smooth audit and timely sign-off.
Powered By Smart Cloud Technology
Efficient Systems, Lower Costs, Better Visibility
We use secure cloud-based accounting technology to streamline SMSF accounting and administration, reduce processing time, and keep costs predictable.
This allows:
- Efficient handling of fund data.
- Secure access to records.
- Faster turnaround times.
- Lower administration overheads.
Important Disclosure
Understanding the Scope of Our Role
Simpli-Tax provides SMSF accounting, taxation, and compliance services only. We do not provide financial product advice or investment recommendations.
All investment decisions remain the responsibility of the trustees, and we recommend seeking licensed financial advice where required.
Frequently Asked Questions
SMSF Accounting & Administration - Explained Clearly
Do I need an accountant to run an SMSF?
Yes. SMSFs have strict reporting and compliance requirements that require professional administration.
Can you set up my SMSF from scratch?
Yes. When it comes to SMSF accounting and administration, we handle the full establishment process, including ATO registrations.
Do you provide investment advice for SMSFs?
No. We provide SMSF accounting and compliance services only, not financial advice. We can refer you to independent financial advisors if required.
How often does an SMSF need to be audited?
SMSFs must be independently audited every financial year.
What records do I need to provide for SMSF accounting services?
Bank statements, investment reports, dividend statements, and rental summaries where applicable.
Do you work with clients outside major cities?
Yes. We support SMSF clients across Australia using cloud-based systems.
Can you liaise directly with my auditor?
Absolutely. We manage the audit process end-to-end.
Focus On Strategy - Leave The Administration To Us
Running an SMSF doesn’t need to be overwhelming. With the right support, it can be efficient, compliant, and empowering.
Book a discovery call today to simplify your SMSF accounting and administration and protect your retirement future.