SMSF tax returns

Self managed super fund tax returns, audited and lodged.

End-to-end SMSF compliance: financial statements, member statements, independent audit coordination and ATO lodgement of your SMSF annual return.

Overview

A self managed super fund gives you control of your retirement savings — but the ATO requires strict annual compliance. Our Gold Coast SMSF specialists prepare your fund's financial statements and member statements, coordinate your independent SMSF audit, and lodge the SMSF Annual Return on time.

Who it's for

  • Existing SMSF trustees
  • Funds with property investments
  • Funds with shares & managed funds
  • Pension-phase SMSFs
  • Newly established SMSFs

What's included

  • SMSF financial statements
  • Member contribution & balance statements
  • Investment strategy review
  • Independent SMSF audit (coordinated)
  • SMSF Annual Return lodgement
  • Pension calculations & minimum drawdowns
  • Contribution cap monitoring

FAQs

Do I need an SMSF audit every year?+

Yes — every SMSF must be audited by an approved independent SMSF auditor before its annual return is lodged.

Can my SMSF buy property?+

Yes, including via a Limited Recourse Borrowing Arrangement (LRBA). We can guide you through the rules.

What's the SMSF tax rate?+

15% on accumulation income, 0% on income supporting a retirement-phase pension.

Ready when you are

Lodge your tax return online in minutes

AI-assisted, reviewed by registered Gold Coast tax agents. Fast refunds, maximum deductions, no hidden fees.