SMSF establishment and accounting on the Gold Coast.
Self managed super fund set up, accounting, administration and annual compliance — with an SMSF Accredited Specialist on the team and licensed advisers under the same roof for the strategy conversation.
Get in touchEstablishment
Trust deed, corporate trustee setup, ATO registration and rollovers — established correctly the first time.
Annual accounting & audit
Financial statements, independent audit arrangement and tax return lodgement, every year, on time.
Administration
Contribution caps, pension commencements and minimums, member statements and records.
Advice, in-house
Licensed financial planners in the same office — the strategy and the compliance actually talk to each other.
Related: financial planning · taxation · business structuring
Compare the whole annual cost
When comparing quotes, ask whether accounting, the annual return, independent audit, administration software and pension documentation are included. Ask separately about government levies, corporate trustee fees, actuarial certificates and work needed to bring incomplete records up to date. Confirm GST treatment and any additional work before accepting a quote.
Records to have ready
For an existing fund, start with the deed and amendments, trustee details, latest accounts and tax return, audit report, investment records and bank statements. Tell us about outstanding lodgements or correspondence. We can discuss a records transfer with your authority.
What affects the timing?
Record completeness, registration checks, the bank account and the sending fund can all affect a new fund’s setup and rollovers. Preparation by the accountant is only one part of that process. For annual work, allow time for questions from the independent auditor before the return is lodged.
Discuss the accounting scope with our Southport team. Personal advice about whether to establish an SMSF or how to invest is a separate licensed service.
FAQ
SMSF questions, answered
How much does it cost to set up an SMSF?
Ask for an itemised quote covering the trust deed, trustee structure, registrations and administration. A corporate trustee adds company registration and ongoing ASIC costs. Establishment fees are separate from annual accounting, the independent audit, government levies and any personal financial advice. The records and structure determine the scope; suitability is a separate question for a licensed adviser.
Is an SMSF worth it for me?
It depends on your balance, your appetite for involvement and what you want the fund to do — control and direct property investment are the usual reasons people switch. Whether it suits you is a personal advice question, and unlike most accounting firms we have licensed financial planners in the same office (our advisers are authorised representatives of ASVW Financial Services, AFSL 446176), so the strategy conversation and the setup happen under one roof.
What does annual SMSF compliance involve?
Every SMSF must prepare annual financial statements and a tax return, and be audited each year by an independent approved auditor. We handle the accounting, arrange the independent audit and lodge the return, and keep you ahead of contribution caps and pension minimums along the way.
Can my SMSF buy property?
SMSFs can hold property, and commercial property used in your own business is a well-worn strategy. The rules are strict — arm’s-length terms, sole purpose test, and specific limits on borrowing arrangements. We do the accounting and compliance side and work with your adviser on whether the strategy fits.
Can you take over an existing SMSF from another accountant?
Yes. We collect the fund’s records with your authority, bring the accounts current, and take over the annual cycle — statements, audit and lodgement. Funds that are behind on lodgements are a specialty; catching up quickly matters because the ATO can make a late fund non-complying.