πŸ’° Superannuation & SMSF Services

  • Establishing SMSF entities

  • Preparing applications for ABN & TFN

  • Reviewing & preparing trust deeds
  • Annual financial reports & member statements

  • Preparation & lodgement of SMSF tax returns

  • SMSF audit (included)

  • Handling rollovers & fund transfers

  • Pension establishment & compliance with SMSF legislation

  • Advice on changes to SMSF rules (investment advice excluded by law)

Comprehensive SMSF Setup, Compliance & Auditing β€” Secure Your Retirement With Total Confidence

Self-managed superannuation funds (SMSFs) offer unparalleled control over your retirement savings. But they also come with strict obligations β€” and significant risks if not managed precisely.
At Accounting First Australia, we provide end-to-end SMSF services: from establishing your fund to preparing annual returns, conducting mandatory audits and guiding you through rollovers or pension commencements.
Led by Shaik Rahman, a Registered Tax Agent and Licensed SMSF Auditor with over 20 years of expertise, we deliver the technical skill and personal oversight needed to keep your fund compliant, tax-efficient and aligned with your long-term goals.

πŸ— Self-Managed Super Fund Setup Starting an SMSF is not just a form β€” it’s a critical legal and financial structure that must be established correctly from the outset.

Establishing SMSF Entities

We create your fund with precision, preparing the trust deed and structuring trusteeship to match your goals.

Preparing ABN & TFN Applications

Seamlessly lodging all necessary applications with the ATO, linking your fund to its unique tax and business identifiers.

Reviewing & Preparing Trust Deeds

Ensuring your deed is robust, compliant with the latest super legislation, and tailored to your family or investment situation.

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πŸ” Ongoing SMSF Compliance & Tax Once your SMSF is running, the annual obligations begin. We handle everything to keep your fund ATO-compliant and optimally positioned.

Annual Financial Reports & Member Statements

Preparing detailed accounts showing contributions, rollovers, earnings, expenses and allocations for each member.

Preparation & Lodgement of SMSF Tax Returns

Accurately calculating your tax position and lodging your annual return with the ATO, ensuring all deductions and compliance matters are addressed.

SMSF Audit (Included)

Every SMSF must be independently audited each year. As licensed SMSF auditors, we conduct your audit in-house β€” saving you from third-party costs and ensuring seamless compliance.

βš– SMSF Administration & Trustee Support The regulations around SMSFs change frequently. We stand by you throughout, managing administrative updates and guiding you through key events.

Handling Rollovers & Fund Transfers

Whether consolidating other super into your SMSF or rolling out benefits, we manage the process to protect compliance.

Pension Establishment & Compliance

Setting up income streams within your fund, ensuring minimum pension withdrawals and paperwork meet ATO standards.Β 

Advice on Legislative Changes

Keeping your fund aligned with the latest SMSF rules and superannuation caps β€” while we do not provide direct investment advice, we ensure you understand the compliance impacts.

🌟 Why Trustees Choose Accounting First Australia

20+ years of specialised SMSF expertise β€” led by Shaik Rahman, ensuring your fund is always in experienced hands.

Total compliance under one roof β€” from tax returns to audits, reducing your risk and paperwork stress.

Transparent, all-inclusive fees β€” so you’re never surprised by extra audit charges or hidden costs

Personalised trustee support β€” we take the time to explain obligations, so you feel confident and in control.

πŸ’¬ Secure Your Retirement With Complete Peace of Mind

From first establishing your SMSF through to annual reporting, tax returns and audits, we provide a seamless, end-to-end service.
Β So you can focus on building your super β€” not navigating compliance headaches.

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