Accurate SMSF tax and compliance support
SMSF tax work requires careful attention to transactions, investment income, deductions, capital gains, contributions, pensions and member information. Our SMSF tax support service assists Australian accounting and tax practices with the preparation and review work required to complete SMSF tax compliance efficiently. The ATO's digital services support lodgement of SMSF annual returns and fund income tax returns, making accurate and complete underlying information particularly important.
SMSF servicesSMSF tax returns
Our SMSF tax support includes
- SMSF annual return preparation and tax reconciliation support
- Taxable income calculations and expense deduction review
- Member contribution analysis and pension related tax calculations
- Review of accounting to tax differences
- Preparation of tax working papers
- Lodgement ready documentation
- Identification of missing or inconsistent information
Compliance focused tax support
Our team helps your practice prepare SMSF tax files with a structured approach to accuracy, documentation and compliance. The result is a more efficient workflow for your internal team and a smoother year end process for your clients.
What you send
- Completed annual job or records
- Actuarial certificate details where relevant
- Auditor arrangements
- Prior SAR and workpapers
What you get back
- Prepared SMSF annual return
- ECPI and CGT workings
- Member section reconciliations
- Lodgement ready handoff after audit
Frequently asked questions
Do you calculate exempt current pension income?
Yes, under the applicable method for the fund, with actuarial certificates obtained through your provider where the rules require them.
Why can the SAR not lodge earlier?
The annual return requires the fund's audit to be complete. We sequence the annual job, audit support and return so the lodgement follows without dead time.
Do you manage lodgement deadlines across our whole book?
Yes. The portfolio runs to a readiness schedule with a status view, so deadline risk is visible months out, not days out.
Let's add capacity to your practice
Tell us a little about your practice and a senior team member will reach out within one business day.