SMSF Tax Returns, Prepared and Coordinated With Your Audit
Your fund’s annual return, prepared correctly and lodged alongside the independent audit it legally requires.
Everything Your SMSF Return Needs
How We Simplify Your Compliance & Filings
We prepare your fund’s financial statements and member statements in full, so everything’s accurate before the audit even begins.
We coordinate the independent audit your fund is legally required to have, since we can’t perform it ourselves as the preparer.
Your return is lodged once the audit is complete, with the fund’s tax position confirmed and accurate before it goes anywhere.
Next year’s deadline is already flagged the moment this year’s return is lodged, so tracking it isn’t left for you to remember.
Frequently Asked Questions
Is the SMSF return different from lodging my own tax return?
Yes — it's a separate, more detailed lodgement covering the fund's financials, member balances and compliance status.
Do you do the audit yourselves?
No — SMSF auditors must be independent of the accountant preparing the return, so we coordinate with a qualified external auditor.
What happens if the return is late?
Penalties apply and the fund's compliance status can be affected, which has flow-on consequences. We track your deadline well in advance.
How do you make sure the fund's tax position is right?
Financials and member statements are prepared and checked before the audit, so the position is confirmed independently, not just by us.
Book a free 20-minute chat.
Let’s discuss your business goals and explore how we can simplify your accounting and bookkeeping.
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