Running your own super fund can give you flexibility and control, but it also comes with strict compliance and reporting obligations. The ATO has clear rules around how SMSFs must be managed, and failing to comply can lead to significant penalties — or even put your fund’s concessional tax status at risk.

That’s where we help. Our SMSF compliance services ensure your fund meets all its obligations, while giving you peace of mind that everything is handled correctly.

Our services include:

• Annual financial statements and tax return – preparing and lodging the required reports for your SMSF.
• Independent SMSF audit coordination – ensuring your fund is audited each year, as required by law.
• Regulatory compliance – making sure your fund operates within the ATO and Superannuation Industry (Supervision) Act (SIS Act) rules.
• Ongoing support – answering your questions and keeping you up to date with any changes in legislation.

We’ll take the complexity out of SMSF compliance, so you can focus on making investment decisions with confidence.