SMSF Accountant

Expert Tax Solutions for Individuals and Businesses

Helping You Take Control of Your Retirement Savings

A Self-Managed Super Fund (SMSF) allows you to take control of your retirement investments, but managing the taxation, compliance, and reporting obligations can be complex. At Perth Tax Professionals, we provide expert SMSF accounting services to ensure your fund is compliant, tax-efficient, and optimised for long-term growth.

Whether you’re setting up a new SMSF or need ongoing tax and compliance support, our experienced SMSF accountants guide you every step of the way.

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Why Professional SMSF Accounting is Essential

Ensure full ATO compliance

with annual SMSF tax returns & audits.

Maximise investment returns

with tax-effective strategies.

Avoid penalties

by meeting all legal & reporting requirements

Minimise tax liabilities

with expert superannuation tax planning.

SMSF Setup & Structuring

Assist with SMSF establishment & registration with the ATO.
Set up a tax-effective structure for your fund.
Register for GST (if applicable) & obtain an SMSF trust deed.

SMSF Tax Returns & Compliance

Prepare & lodge annual SMSF tax returns with the ATO.
Ensure compliance with Superannuation Industry (Supervision) Act (SIS Act).
Manage contribution caps & pension phase requirements.

SMSF Investment & Tax Strategies

Ensure tax-efficient investment structuring for your SMSF.
Guidance on property investments within an SMSF.
Expert advice on CGT & super tax planning strategies.

Our Approach to SMSF

Engaging professional SMSF accounting services is essential for ensuring compliance and maximizing your fund’s performance. We handle all aspects, including preparing tax returns, financial statements, and necessary resolutions, ensuring accurate and timely reporting.

Our team also manages Transfer Balance Account Reporting (TBAR) and ensures compliance with audit requirements. By entrusting these critical tasks to us, you can focus on your investment strategies while we take care of all the administrative burden.

SMSF Pension & Retirement Planning

Advice on transitioning from accumulation to pension phase.
Ensure compliance with minimum pension withdrawal requirements.
Tax-effective strategies to maximise retirement income.

SMSF Audits & Regulatory Compliance

Assist with independent SMSF audits to meet ATO requirements.
Ensure fund compliance with trustee obligations & reporting deadlines.
Liaise with SMSF auditors to streamline the process.

Our SMSF Process

SMSF Setup & Registration

Guide you through the SMSF establishment process.
Register your fund with the ATO & ensure correct structuring.
Set up compliance frameworks for reporting & investment rules.

Ongoing SMSF Management

Prepare & lodge annual SMSF tax returns & compliance reports.
Monitor changes in superannuation laws & tax obligations.
Provide ongoing strategic investment tax planning.

Retirement & Pension Planning

Maximise tax benefits for pension withdrawals.
Ensure SMSF compliance with ATO & super regulations.
Offer strategic advice on wealth accumulation & tax efficiency.

Who We Help

Individuals & Families Setting Up an SMSF – Ensure compliance & tax efficiency.

Existing SMSF Trustees – Ongoing tax, reporting & audit support.

Investors Looking for Tax-Effective Super Strategies – Ensure tax savings & asset protection.

Retirees Transitioning to Pension Phase – Maximise super withdrawals tax-free.

Property Investors Using SMSF Structures – Navigate SMSF borrowing & CGT implications.

Why Choose Perth Tax Professionals for SMSF Accounting?

Registered SMSF Accountants & Superannuation Specialists
55+ years of combined experience in SMSF taxation
Expert guidance on SMSF structuring & compliance
ATO-compliant tax reporting & SMSF audit assistance
Customised superannuation strategies for long-term growth
Proactive, client-focused support for self-managed funds

Frequently Asked Questions

We understand that tax and accounting can be challenging, time consuming, and often overwhelming.
At Perth Tax Professionals, we are here to make the process easier for you. Our team is dedicated to providing clear, straightforward guidance to help you navigate your financial obligations with confidence.

What is an SMSF accountant?

An SMSF accountant is a qualified professional who assists trustees in managing the financial and compliance responsibilities of a Self-Managed Super Fund. Their role includes preparing financial statements, lodging the annual SMSF tax return, managing compliance with ATO regulations, and often working alongside auditors and financial advisors to ensure the fund remains legally compliant and tax-effective.

How much do accountants charge for SMSF?

The cost of SMSF accounting services varies depending on the complexity of the fund and services required. On average, expect to pay between $1,500 and $3,000 per year for standard SMSF accounting, tax return preparation, and audit coordination. More complex funds with multiple investments, property, or borrowing arrangements may incur higher fees.

Can I prepare my own SMSF tax return?

Yes, you can prepare and lodge your own SMSF tax return using the ATO’s online services, but it requires a strong understanding of superannuation laws, tax compliance, and SMSF regulations. Most trustees engage a registered SMSF accountant or administrator to ensure accuracy, avoid costly mistakes, and meet the strict reporting obligations imposed by the ATO.

How much does it cost to manage an SMSF?

SMSF management costs vary widely. Basic administration might start around $1,000–$2,000 annually, while full-service management including accounting, audit, investment management, and advisory services can range between $3,000–$7,000+ per year. It’s essential to balance the cost with the control and flexibility that SMSFs offer.