Self-Managed Super Fund (SMSF) Advisory & Administration
At TAS Tailored Accounting Solutions, we assist trustees and professional advisors with Self-Managed Super Fund (SMSF) establishment, administration, compliance, and audit services.
Managing an SMSF involves strict ATO reporting requirements, regulatory obligations, and ongoing administration responsibilities. Our team provides structured support to ensure your fund is maintained efficiently and remains compliant with superannuation legislation.
From SMSF setup and ongoing administration to independent audit services, we help simplify the compliance process so trustees can meet their responsibilities with confidence.
SMSFs are highly regulated and require accurate record keeping and reporting. Our role is to ensure your fund is managed efficiently, compliant with legislation, and audit-ready.
Delivering Real Value for SMSF Trustees
Simplifying SMSF Compliance
We assist trustees with navigating the requirements of superannuation legislation, reporting obligations, and annual compliance requirements, helping ensure your fund operates within the required regulatory framework.
Personalised SMSF Administration
Every SMSF has its own administrative requirements. We provide tailored support to ensure trustees maintain accurate records and meet their obligations throughout the year.
Proactive Compliance Management
Our team ensures your SMSF complies with ATO reporting requirements and superannuation regulations, reducing the risk of penalties and ensuring the fund remains compliant.
Comprehensive SMSF Services
Our SMSF services support trustees with the administration, reporting, and compliance responsibilities required to operate a Self-Managed Super Fund.
SMSF Setup & Registration
We guide clients through the establishment of a Self-Managed Super Fund, ensuring the correct structure and documentation is in place.
Our services include:
- SMSF establishment and trust deed preparation
- Trustee structure guidance (individual or corporate trustee)
- Super fund rollover documentation
- Preparation of required compliance documentation
- ATO registration of the SMSF
SMSF Administration & Reporting
We provide ongoing administrative support to ensure trustees meet their annual reporting and compliance obligations.
Our services include:
- Preparation of annual SMSF financial statements
- Preparation and lodgement of SMSF annual returns
- Maintenance of accounting records
- Trustee reporting
- Liaising with SMSF auditors
Pension & Contribution Compliance
We assist trustees with the administration and compliance requirements relating to superannuation contributions and pension reporting.
Our support includes:
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- Recording contributions and pension transactions
- Monitoring contribution caps and reporting obligations
- Pension commencement documentation
- Minimum pension compliance reporting
How TAS Can Help
Whether you require assistance with SMSF setup, administration, compliance reporting, or independent audit services, the team at TAS Tailored Accounting Solutions can assist.
We work with both SMSF trustees and accounting firms across Australia, providing reliable and compliant SMSF support.
Contact TAS Tailored Accounting Solutions today on 03 9728 1448 to discuss your SMSF administration or audit requirements.
03 9728 1448