Self-managed superannuation funds sit in one of the more specialised, detail-heavy corners of accounting practice. Between fund accounting, member allocations, pension processing and the documentation required for annual audit, SMSF work rewards firms with dedicated, experienced resources.
We provide comprehensive SMSF support built around that specialisation, helping firms manage growing SMSF client bases without needing to build that expertise from scratch internally, or stretch existing staff across an unfamiliar area of compliance.
SMSF compliance errors carry serious consequences, both for the fund's compliance status and for the trustees personally. Getting fund accounting, contribution caps, pension standards and reporting right the first time avoids costly amendments later and keeps the fund's auditor relationship straightforward. As more clients move assets into SMSFs, firms without dedicated SMSF capacity often find this becomes their most time-consuming compliance area per client.
SMSF engagements typically begin with a review of your existing fund files and processes, so our team can align with how your firm already documents compliance work before taking on new files. From there, fund accounting, member reporting and audit preparation follow a consistent, repeatable structure across your entire SMSF client base.
This service fits firms managing a growing book of SMSF clients, particularly practices where SMSF work has outgrown the capacity of generalist accounting staff. It also suits firms wanting to offer SMSF services for the first time without hiring a dedicated SMSF accountant before the client volume justifies it.
SMSF compliance rewards specialisation, and that's exactly what we focus on. Rather than treating SMSF as an add-on to general bookkeeping, our SMSF support is handled by professionals experienced specifically in fund accounting, member reporting and audit preparation, so the work is done to that standard from the first engagement.
Files that aren't prepared with the audit in mind create back-and-forth with the independent auditor. We prepare documentation to be audit ready from the outset.
Getting pension standards and contribution caps wrong has real compliance consequences. We track these carefully against each member's specific circumstances.
SMSF portfolios often span multiple asset classes and platforms. We reconcile across these consistently rather than treating each asset type separately.
We learn your firm's goals and requirements.
We match a professional to your needs.
Your team member works inside your systems.
Ongoing reviews keep delivery on track.
Capacity grows as your firm grows.