SMSF Accountant
SMSF accounting and compliance, done right
SMSF setup and ongoing accounting for Australians. Over 100 SMSFs managed. Annual compliance handled properly, every year.
Book an appointmentWho This Is For
If any of the following apply, you're in the right place.
You're considering setting up an SMSF and want to make sure it's established correctly from day one
You're switching from another SMSF accountant
You want an accountant who works alongside your advisors, not in isolation from them
You already have an SMSF and want a team with a proven track record handling the compliance
You want your SMSF financial statements, tax return, and annual compliance handled by one team
WHY AN SMSF NEEDS SPECIALIST ATTENTION
Control comes with compliance obligations..
An SMSF gives Australians significant control over their superannuation, but with that control comes a significant compliance obligation. The ATO has strict requirements around how SMSFs are operated, reported, and audited. Getting it wrong is not just expensive. It can result in your fund losing its complying status, which has serious tax consequences.
The areas where SMSFs most commonly run into problems:
Annual financial statements and tax returns not prepared or lodged on time
Contributions and withdrawals not processed correctly for the member's age and circumstances
Audit findings not addressed, leading to ATO scrutiny and penalties
Investment strategy documentation not maintained or not reflecting the fund's actual investments
Related party transactions handled incorrectly, particularly where property is involved
An SMSF is one of the most heavily regulated structures the ATO oversees. The right accountant makes the difference between a fund that runs smoothly and one that creates problems.
What's Included
Tax compliance handled. Every year. Without the stress.
From setup through to annual returns and audit liaison, here's everything we take off your plate when we manage your SMSF.
Scoped to your fund. Every SMSF engagement is scoped to your fund's specific situation. Depending on your needs, your service may include:
Ongoing SMSF Accounting
Annual financial statements prepared to ATO requirements.
Annual audit liaison. We manage the process so you don't have to.
Regulatory compliance monitoring, keeping your fund on the right side of the ATO.
SMSF tax return preparation and lodgement.
Contribution and pension payment review.
Coordination with your financial planner on investment decisions where required.
Thinking about a SMSF? We work alongside qualified financial planning professionals to make sure your tax compliance obligations are met. Investment decisions remain with your financial planner.
How it works
From first chat to your fund tax compliant and on track.
SMSF engagements are scoped and quoted based on your fund’s specific situation and compliance requirements.
Why Fab Tax
SMSF tax compliance done properly Every year
Over 100 SMSFs and fifteen years of compliance work to draw on. Ongoing accounting, audit liaison, and remediation are all in-house.
100+ SMSFs across every stage: setup, accumulation, pension, wind-up
Award-winning practice, Accounting Firm of the Year 2024, 4.5-star on Google
Cross-disciplinary expertise for funds holding property, crypto, or both
Audit findings, ATO contact, and compliance remediation, we've worked through them before
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Frequently Asked Questions
The questions we hear most often.
How much does an SMSF actually cost to run each year?
Running an SMSF has a few fixed costs every year that every fund pays: the ATO supervisory levy, the annual ASIC fee if you have a corporate trustee, and an independent audit. On top of that there are accountant fees for your annual return and statements, plus anything specific to what your fund holds. A simple fund is much cheaper to run than one holding property or a mix of asset types. We’ll give you a clear picture during the initial conversation.
Can I use my SMSF to buy an investment property?
Yes, with restrictions to commercial property. Property held inside an SMSF has strict rules about who can use it, how it’s bought, and how it’s financed. We’ll handle the compliance side so the structure is right and your fund stays inside the rules. The investment decision itself is something we’d run alongside a licensed financial planner.
Can I hold crypto in my SMSF
Yes. The reporting side is more complicated than vanilla shares, which is why we handle it under the same team that does our crypto returns. Your fund’s digital assets get the same attention as our crypto clients.
How much time will I have to spend on it personally?
As a trustee you’re legally responsible for the fund, so you need to stay across the basics: contributions, withdrawals, and what your fund holds. We handle the accounting, lodgement, and audit liaison. Most of our SMSF clients spend a few hours a year on their fund, not weeks.
What happens if I make a mistake?
Most mistakes are fixable if they’re caught early. Common ones include missed contribution caps, late payments, or breaches around how the fund’s assets are used. We work through audit findings, ATO contact, and remediation regularly. If something comes up with your fund, we’ll know what’s involved.
Can I move my existing super into an SMSF?
Yes. Once your SMSF is set up and the bank account is open, you can roll over balances from your existing super funds. We handle the rollover paperwork as part of setup.
What if I want to switch to you from my current SMSF accountant?
We handle the transition. We’ll get access to your fund’s current records, review what’s been done, and pick up from there. If anything from previous years needs cleaning up before we move forward, we’ll let you know.
Get Started
Your SMSF, tax compliant. Every year.
Tell us how we can help you with your SMSF