Simplifying Super. Empowering You.
A Self-Managed Super Fund (SMSF) gives you greater flexibility and control over how your retirement savings are invested. But with that control comes responsibility—SMSF trustees must ensure strict compliance with superannuation laws and reporting obligations.
At Finnox, our SMSF accountants are here to lighten the load. We specialise in simplifying SMSF administration, so you can focus on building your wealth with confidence. From setting up your fund to preparing financial statements, lodging tax returns, and coordinating audit requirements, we provide expert support every step of the way.
SMSF Setup & Registration
We guide you through the entire setup process—from establishing the trust deed and registering with the ATO to appointing trustees and setting up bank accounts. Our team ensures all legal and compliance requirements are met, including ABN/TFN applications and trustee declarations, so your fund is ready to operate from day one.
Ongoing Administration & Compliance
Stay on top of your obligations with our full-service administration. We handle record-keeping, transaction processing, and ensure your fund meets all ATO requirements.
We also monitor contribution caps, pension payments, and investment restrictions to help you avoid costly compliance breaches.
Financial Statements & Annual Returns
We prepare accurate financial reports and lodge your SMSF Annual Return, giving you peace of mind that your fund is in good hands. Our reports include operating statements, balance sheets, and member statements—ensuring transparency and readiness for audit.
Audit Coordination
We work closely with independent auditors to ensure your fund is reviewed and compliant—without the stress of managing the process yourself. From compiling documentation to addressing queries, we streamline the audit process and help resolve any issues efficiently.
Is a self-managed super fund suitable for your financial goals?
If you’re considering an SMSF to manage your retirement savings, it’s important to understand both the benefits and the risks. Many people aren’t aware of the full picture. To help you make an informed decision, our SMSF accountants explore whether a Self-Managed Super Fund is the right choice for your superannuation and long-term financial goals.
Sejal Shah
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Mital Shah
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Meet Your SMSF Accountants
At Finnox, Dipal and Malay bring a wealth of experience and expertise to your financial journey. Dipal is a registered tax accountant, Fellow Member of the IPA, and holds an MBA in Finance. Malay complements the team with a Master’s in Professional Accounting and strong commercial insight. Together, they offer over 30 years of combined experience in public practice and commercial accounting. Their deep knowledge of SMSFs and commitment to client success make them trusted partners in managing your superannuation.
Self Managed Super Funds (SMSF) FAQs
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