SMSF Accountant Expert Self-Managed Super Fund Services
Looking for a local firm who can take the stress out of running a self-managed super fund? Northern Beaches Advisory has your back! Our firm is made up of SMSF specialists who’ll gladly do the heavy lifting, so you can focus on your life and retirement goals.
You can kick back knowing your super is in safe hands after all, the ATO says running an SMSF is a “major responsibility”, and we’re here to do the heavy lifting. Think of us as your friendly SMSF crew: practical, down-to-earth, and always here to help you stay compliant and confident.
Managing Your Self-Managed Super Fund with Confidence
Managing an SMSF involves balancing investment decisions with a multitude of compliance matters, but help is at hand. Rather than trawling through bureaucracy yourself, you can concentrate on building up your retirement funds, with the knowledge that:
● Our team ensures that you complete all ATO requirements (such as the yearly audit and fund return) on time so that you never get behind.
● You’ll always have us to explain things in plain English and guide your decisions with no jargon, no stress.
● We’ll handle all your regulatory obligations so you stay up to date.
● We’re here to monitor due dates and deal with the paperwork, so you avoid penalties and keep your fund’s tax concessions safe.
● We'll keep the books and the paperwork so that you don't have to concern yourself with bookkeeping or ledgers.
● We help you design an investment strategy that suits your needs and leverages the advantages of SMSFs.
Book Your Free SMSF Consultation Today and let our experts show you how easy SMSF management can be.
Our SMSF Services
At Northern Beaches Advisory, we believe you should manage your super fund with confidence and clarity and we’re here to help you! Our services encompass:
Establishment & Setup
We make establishing your SMSF simple and stress-free. We cover it all: preparing the deed, registering the fund's ABN and TFN, and even opening the SMSF bank account for contributions. We'll even explain any ASIC and legal charges on your behalf.
Ongoing Compliance & Administration
Our team sets up and maintains your fund’s accounting systems and prepares all required statements each year. We take care of your tax lodgments: completing the SMSF annual return (SAR) with all member and contribution details. Importantly, we appoint an approved SMSF auditor and coordinate the yearly compliance audit, reviewing the fund against super rules so you meet every legal obligation. Whenever you have a question or need a report, we’re on hand. Our goal is to make SMSF compliance hassle-free.
Why Choose Our SMSF Expertise?
We have decades of experience behind us. Our senior advisor is a Chartered Accountant with over 20 years of experience, and our entire team has extensive superannuation know-how. We’re always across the latest ATO guidelines and market alternatives, so you know we’re always on top of each development.
We adopt a no-fuss, client-focused attitude. You'll always get plain language explanations without using obscure acronyms, transparent fee disclosure and efficient service.
We treat your SMSF as our own with attention, discretion and a personal touch.
Frequently Asked Questions
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Set-up and running costs can vary depending on your fund’s complexity. Industry surveys show that setting up an SMSF (with a corporate trustee) often costs around $1,500, while annual admin and accounting fees can be a few thousand dollars per year on average. (For example, trust deed and ASIC fees are upfront costs.) We provide a free, tailored quote so you’ll know exactly what to expect, with no surprises.
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Once we have your details, registering the SMSF with the ATO is usually very fast. Many funds get an ABN/TFN immediately. If the ATO needs to verify trustee details, there can be a delay typically a couple of weeks, and in rare cases up to 2 months. But don’t worry, we’ll keep you updated through the whole process and make it as quick as possible.
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Generally, any adult can be an SMSF trustee as long as they’re 18 or over and not disqualified by law. Each SMSF can have up to six members, and every member must be a trustee (or director of the trustee company). We’ll explain the options for instance, how spouses or family members can be trustees, and what restrictions apply so you meet all legal requirements from the start.
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SMSFs have annual compliance duties. Each year you must appoint an approved SMSF auditor and have the fund’s accounts audited, and you must lodge the SMSF Annual Return (SAR) every financial year. In short: an audit and return every year. We handle the scheduling and preparation of those tasks for you, so your fund always remains in good standing with the ATO.
Ready to Secure Your Future?
Setting up and running an SMSF may seem daunting, but you don’t have to do it alone.
Give us a call now! Our team will make managing your SMSF straightforward, so you can enjoy the confidence of knowing your retirement is on track.