SMSF Accounting & Tax

As the Trustee responsible for the Fund, you need to complete the financial accounts and tax return in a timely manner.


The annual accounting & audit obligations of SMSF’s seems to be becoming more complex with additional Legislation and tax rulings impacting on trustee responsibilities. SMSF Works have a dedicated accounting and audit division solely dedicated to compliance and ongoing management of SMSF’s. To create a more seamless and less complicated experience for Trustees.

SMSF Works use the latest technology in order minimise the time and activity required by trustees in order to maintain the compliance of their SMSF. Further information related to this service can be accessed via our SMSF Accounting & Tax service guide.

SMSF Accounting & Tax Service Guide

Takeover or transfer of existing SMSF to our service

If you have an existing SMSF and would like SMSF Works to take over the administration, accounting and taxation functions, please contact us.

As part of our commitment to you a trust deed upgrade will be provided at no charge on transfer to this service.

The process of moving from one service provider to another is not complicated. It requires the collection of relevant documentation to enable us to complete your fund’s annual accounts and statutory reporting, and includes both historic information and current financial year documents.

Further information related to this service can be accessed and documents required to takeover and existing fund can be accessed via our checklist below.

Takeover or transfer of existing SMSF Checklist

Forms and Fees

Our fees for the preparation of the SMSF end of year accounting and audit can be found in Forms and Fees.

To request further information contact SMSF Works