SMSF Compliance, Monitored Year-Round, Not Just at Return Time
Investment strategy reviews, contribution cap tracking and pension phase rules, monitored throughout the year so nothing breaches without you knowing.
Everything Your Fund's Compliance Needs
How We Simplify Your Compliance & Filings
We track contributions against the relevant caps throughout the year, so a breach is caught before it happens, not after the fact.
We track contributions against the relevant caps throughout the year, so a breach is caught before it happens, not after the fact.
We flag pension phase requirements as members approach or reach retirement age, so the transition is handled well ahead of time.
We send trustee obligation reminders throughout the year, so compliance is monitored continuously, not reviewed once annually.
Frequently Asked Questions
What happens if I breach a contribution cap?
Extra tax applies on the excess, which we help you avoid by tracking contributions before they're made, not after.
Do I need a documented investment strategy?
Yes, it's a legal requirement for SMSFs, and it needs to be reviewed regularly, not written once and forgotten.
What changes when a member starts a pension?
Different minimum drawdown and reporting rules apply — we handle the transition and adjust reporting accordingly.
What ongoing obligations do I have beyond the annual return?
Trustees have year-round duties — strategy reviews, cap monitoring, pension rules — which we track so nothing's missed between returns.
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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