SMSF Services for Accountants

Accounting firms can get more productive work done without expanding internal headcount or costs.

Preparation of SMSF accounts and annual tax returns
Customised digital, hyperlinked workpapers or integration with your existing workpaper software
Liaising with auditors and providing required documentation through our approved auditor panel
Year-round access to technical support
Financial management including data feed oversight, investment and income reconciliation, and expense allocations
Compliance and reporting such as contribution monitoring, benefit tracking, and TBAR reporting

SMSF Accounting Services

Give your firm the freedom to focus on advice, client relationships, and strategic growth while we handle the detailed, time-consuming SMSF administration and compliance work.

Our SMSF Accounting Services include:

  • Preparation of SMSF financial statements and annual tax returns
  • Preparation of member statements, pension calculations, and rollover documentation
  • Daily administration including data feed review, investment reconciliation, and income allocation
  • Contribution monitoring, benefit monitoring, and TBAR reporting
  • Customised hyperlinked workpapers or integration with your preferred workpaper software
  • Liaising with auditors and providing all required documentation
  • Managing actuarial certificates and coordinating with providers
  • Ensuring compliance with ATO and Superannuation Industry rules
  • Setting up new SMSFs and assisting with trust deed updates
  • Maintaining accurate fund records and document management
  • Preparing reports, schedules, and summaries for advisers and trustees
  • End-of-year administration and support throughout the audit process
  • Providing access to technical guidance on SMSF matters throughout the year

How do you Benefit from Outsourcing SMSF Accounting to Finogentrix?

By outsourcing your SMSF accounting to us, you gain access to experienced SMSF accountants with a strong understanding of evolving compliance regulations and industry standards. Our team of skilled accountants and administrators can ramp up quickly and begin working on your funds within just one week.

Every member of our team is proficient in leading SMSF software platforms such as CLASS and BGL360, ensuring seamless adaptation to the system you prefer.

With a well-defined SOP in place, our team helps you establish streamlined processes and integrate industry-best practices into your firm's workflow for greater accuracy and efficiency.

With our scalable, on-demand team of accountants and administrators, you can significantly reduce the cost of hiring and training in-house staff. Our qualified professionals are ready to step in immediately and manage your funds and daily workflows with ease.

When you outsource the bulk of your SMSF accounting operations to our experienced team, your full-time staff can dedicate more time to delivering core business services and higher-value client work.