SMSF Setup & Accounting
Set up and manage your SMSF with expert guidance, ensuring full compliance and accurate accounting every step of the way.
Overview
We help you set up and manage your SMSF with expert guidance, ensuring full compliance and accurate accounting every step of the way.
A self-managed super fund gives you control over your retirement savings — and a set of trustee obligations that must be met precisely. We handle establishment, annual accounts, member statements, audit coordination and ATO lodgment.
Key benefits
- Complete SMSF establishment including trust deed and ABN/TFN registration
- Annual financial statements and member reporting
- Independent audit coordination
- SMSF annual return preparation and lodgment
- Contribution cap and pension compliance monitoring
- Clear guidance on trustee obligations
How we deliver it
Suitability
We discuss whether an SMSF genuinely suits your balance, goals and appetite for administration.
Establishment
Deed, trustee structure, registrations and bank account setup.
Administration
Ongoing record keeping, contributions and pension tracking.
Compliance
Annual accounts, audit and lodgment, on time every year.
Frequently asked questions
Book your FREE 30 Minute Consultation
Request a 30-minute free one-on-one Zoom session for tailored Tax & Accounting advice to suit your situation. Our CountRight Accountants and Tax advisors look forward to learning more about your business's needs and goals.