Flexible SMSF Administration Options for Accounting Firms

We offer the choice of a Daily and Daily Plus administration service or a simple, low cost Annual service.

With the demands of SMSF compliance, the Daily services enable trustees to stay on top of their obligations and stay connected to their investments. Daily transaction processing supports easy reconciliation and reliable document collection, ensuring member balances, contribution limits, and pension caps remain compliant. This proactive approach helps resolve issues early, supports effective planning, and reduces costly errors.

Daily Administration

The Daily administration service includes software costs, administration, accounting, tax, and compliance requirements. This also covers the preparation of financial statements and SMSF tax returns. Bundled together, it delivers cost-effective SMSF support for accounting firms. An independent audit can be included for an additional fee.

Daily Plus enhances this with additional trustee services such as fund mailbox management, ASIC and ATO representation, year-end audits, and client liaison. It’s ideal for firms looking for high-touch support from a dedicated team of SMSF professionals.

We process fund transactions as they synchronize with superannuation software. Transactions are reconciled, investments revalued, and member activity processed. Cloud storage ensures all stakeholders have real-time access to current fund data, enabling fast insights and better engagement.

Instead of waiting months for updates, your clients can access live fund information 24/7—keeping them connected and informed. We can also assist with software setup and app onboarding for your clients.

Visit our Fees page for a full list of services and pricing.

Annual Administration

Our Annual administration service suits SMSFs that do not require daily processing, online access, or Transfer Balance Account Reporting (TBAR). It’s a low-cost, fixed-fee solution for simple, compliant SMSF administration.

We can manage your funds using approved software or set up and license new software on your behalf. Simply provide the required documentation—bank and investment statements, rollover details, etc.—and we’ll take care of the rest.

We’ll process all journals and transactions, and prepare draft accounts, the SMSF Annual Return, and Trustee documents for your approval.

This service is flexible: you can use your own auditor, or bundle with our audit offering to save even more.