SMSF Tax Returns

We take the stress out of SMSF tax returns.

Our team works with you throughout the year — not just at tax time — so that when it comes to lodging your return, everything is already in order. From reconciling transactions to liaising with your auditor, we handle every step of the process.

What does our tax return service include:

Year-round bookkeeping
We reconcile every transaction in your fund and match it to the supporting documentation, so we always know exactly what we have and what we still need.
Document collection
We review what we have on file, identify what's missing, and work with you to gather everything needed, encouraging clients to provide documents throughout the year to keep it simple.
Tax Return Preparation
Once all documentation is in order, we prepare your annual SMSF tax return, ready for your review and signature.
Independent Audit
Your return is reviewed by our trusted third-party auditor. If anything needs clarifying before audit, we work through it early so there are no last-minute surprises.
ATO lodgement
Once signed off by your auditor, we lodge your return with the ATO and let you know the outcome.