SMSF Accounting & Administration
Expert care for your SMSF.
Managing an SMSF comes with ongoing accounting, administration, tax and compliance requirements.
At Freedom Financial Partners, we take care of the ongoing work and help keep your fund on track. Our experienced SMSF team handles the details, lets you know when we need something from you and is here to answer questions along the way
What we take care of.
Provided all requested information is supplied promptly, you should generally allow:
- SMSF accounting and annual financial statements
- SMSF annual tax return
- Administration and record keeping
- Coordination of the annual independent audit
- Administration and record keeping
- ATO reporting and compliance requirements
- Pension and contribution reporting
- Ongoing support when things change within your fund
Straightforward or complex we know SMSFs.
No two SMSFs are exactly the same. Our team has experience with funds holding property and LRBAs, shares and ETFs, bullion, cryptocurrency, unlisted investments and other permitted assets, as well as pensions and contributions. When something is more complex, you have an experienced SMSF team there to help with the accounting, administration and compliance requirements.
We keep things simple.
We’ll let you know what information we need and when we need it. Our team takes care of the ongoing work, coordinates the annual process and keeps you informed along the way. And when you have a question, there are real people you can talk to who know SMSFs and take the time to understand your fund.
Clear fees.
Our fees are based on the assets and complexity of your SMSF, so you can see what your service will cost and what’s included.
Whether you’re looking to set up an SMSF, transfer an existing fund or find a team to manage the ongoing work, we’d be happy to talk.