SMSF Guard is a Melbourne-based Accounting firm specialising in SMSF Accounting and Independent SMSF Audit services, catering to Accountants, SMSF Administrators, Financial Planners, and SMSF Trustees. We take a client-focused approach, ensuring compliance and efficiency through our comprehensive SMSF Accounting and Audit processes.
Our nationwide client base benefits from ongoing technical support, helping them navigate complex regulatory requirements and proactively address potential compliance risks.
What We Do
The SMSF Process
We try to keep our SMSF process as simple as possible and we can work with you to customise our process to your requirements.
We provide end-to-end SMSF support designed to ensure compliance, efficiency, and strategic control over retirement assets. Our core services include:
- SMSF Establishment & Structuring: Guidance on fund setup, trustee structures, and trust deed preparation.
- Ongoing Administration: Management of contributions, rollovers, benefit payments, and member records.
- Regulatory Compliance: Ensuring adherence to ATO and SIS Act requirements, including investment restrictions and reporting obligations.
- Financial Reporting & Taxation: Preparation of annual financial statements, member statements, and SMSF annual returns.
- Independent Auditing: Coordination of mandatory annual audits through ASIC-registered SMSF auditors.
- Strategic Advice: Support with investment strategy reviews, pension commencement, and estate planning considerations.
- Fixed Fee Quotes: On our Accounting, Compliance and Administration – Try us.
Our approach balances technical precision with practical insight, helping trustees meet their obligations while optimising fund performance.
Our SMSF Services
Unlocking Your SMSF’s Full Potential: Our Tailored Accounting, Compliance and Administration Solutions
SMSF Process
Navigating your SMSF Journey: Explore Our Transparent and Thorough Processes
Fixed-Fee Accounting, Compliance and Administration
Budgeting with Confidence: Transparent Pricing for Peace of Mind in SMSF Administration
Get Started Today
Questions about our SMSF services or ready to get started? Reach out to us today – we’re here to help you
How It Works
Daily fund administration, annual ATO reporting including end of year financial reports