Brisbane · CPA-qualified · Registered Tax Agents
SMSF accountant, Brisbane based.
A dedicated superannuation specialist for trustees who want the fund run correctly — accounts, audit, contributions, pensions and reporting, on a fixed annual fee.
What does an SMSF accountant do each year?
Each financial year your fund needs: accounting records and market valuations, financial statements and member statements, trustee minutes and an investment strategy review, an independent audit by an ASIC-approved SMSF auditor, and the SMSF annual return including the supervisory levy. Where members are in pension phase there are minimum drawdown calculations and transfer balance account reporting. We do all of it on a fixed fee and manage the auditor's queries for you.
- Fixed annual fee from $1,650
- Approved independent auditor coordinated
- Pension and contribution strategy reviewed
- Transfers from other administrators mid-year
Three SMSF pages — which one?
SMSF work splits into establishing a fund, running it each year, and understanding your duties as trustee.
- The SMSF service Setup, annual administration, audit coordination, pensions and wind-ups, with fees.
- Choosing an SMSF accountant — you're here What to look for, what specialisation means, and whether a fund suits your balance.
- Trustee obligations The annual compliance cycle, valuations, in-house asset rules and common breaches.
Why us
What you get working with us.
Superannuation is its own discipline
Contribution caps, transfer balance caps, in-house asset limits and the sole purpose test change regularly. A generalist accountant seeing two funds a year will miss things.
Audit-ready files
Valuations, minutes, contribution records and bank data assembled as we go, so the audit is a review rather than an excavation.
Trustee duties explained
You remain legally responsible as trustee. We make sure you know what that means, in writing, each year.
Straight talk on cost
We'll model your fund against a low-fee APRA option and tell you if the SMSF isn't worth running.
Who it's for
Who this is for.
- New trustees establishing a fund
- Couples running a two-member fund
- Funds holding direct shares, ETFs or property
- Funds with a limited recourse borrowing arrangement
- Members starting or running account-based pensions
- Trustees leaving a slow or expensive administrator
- Funds with overdue returns or audit issues
- Trustees winding up a fund
Indicative fees
| Engagement | Indicative fee |
|---|---|
| Annual administration — accumulation | from $1,650 |
| Annual administration — pension phase | from $1,980 |
| Fund establishment (corporate trustee) | from $1,650 |
| Independent audit (paid to auditor) | from $550 |
| Wind-up and rollout | from $1,100 |
Scope
What the engagement covers.
Establishment
Trust deed, corporate or individual trustee decision, ABN/TFN, bank and broker accounts, investment strategy and rollover coordination.
Annual accounts
Financial statements, member statements, market valuations, trustee minutes and investment strategy review.
Audit coordination
Complete audit file to an independent ASIC-approved SMSF auditor, and management of all queries.
Annual return
SMSF annual return lodged with the ATO, including supervisory levy and any TBAR obligations.
Contributions and pensions
Concessional cap and carry-forward tracking, non-concessional and bring-forward rules, pension commencement and minimum drawdowns.
Compliance monitoring
In-house asset rules, related-party transactions, arm's-length terms, sole purpose test and separation of assets — checked every year.
FAQ
Questions we're asked most.
Is an SMSF worth it for my balance?
Fixed annual costs mean funds much below $200,000 often trail a low-fee APRA-regulated fund on net return once administration, audit and levy are counted. Above that — and particularly where you want direct property, specific shareholdings, or to hold your business premises in super — the control usually justifies it. We'll run the comparison on your actual balance and intended assets.
Who can be a trustee?
Generally all members must be trustees (or directors of the corporate trustee), and trustees can't be disqualified persons — no convictions for dishonesty offences, no undischarged bankruptcy. A corporate trustee costs more to set up but simplifies membership changes, keeps asset titles stable and is usually the better long-term choice for a fund holding property.
Can the fund lend me money?
No. Loans or financial assistance to members or relatives are prohibited outright, as is using fund assets for personal benefit. This is the most serious and most commonly penalised breach — it can result in trustee penalties, disqualification, and in severe cases the fund being made non-complying with assets taxed at 45%.
What are the contribution caps?
Concessional (deductible, including employer contributions) is $30,000 a year, with unused cap space from the previous five years available if your total super balance was under $500,000 at 30 June. Non-concessional caps and bring-forward arrangements depend on your total super balance. High income earners should also watch Division 293. Caps and thresholds are indexed — we confirm the current figures for your year before you contribute.
How long does it take to set up a fund?
Usually one to two weeks to establish the trustee company (if applicable), execute the deed, obtain the ABN and TFN, and open bank and broker accounts. Rollovers from existing funds typically take another one to three weeks depending on the transferring fund.
Related
Related services.
Self-Managed Super (SMSF)
SMSF setup, administration, compliance and audit coordination in one place.
Learn more →Accountants for SMSF Trustees
Specialist tax and accounting support for Brisbane smsf trustees.
Learn more →Tax Planning
Year-round planning that lowers your tax bill before 30 June — not after it.
Learn more →Property Investment Accountant Brisbane
Rentals, depreciation, CGT
Learn more →Financial Reporting
Clear statutory and management accounts you can actually make decisions from.
Learn more →Tax Returns
Individual and business returns prepared accurately, lodged fast, with every deduction claimed.
Learn more →Local coverage across Brisbane
We work in person from our Wakerley office and by secure video across 200 suburbs. Start with your region:
- Accountants Brisbane CPA accountants for the wider Brisbane metro area.
- Accountants South Brisbane South Brisbane, West End, Annerley and Sunnybank.
- Accountants Brisbane Northside Chermside, Stafford, Aspley and the northern corridor.
- Accountants Brisbane Bayside Wynnum, Manly, Wakerley and Tingalpa.
- Accountants Redland City Cleveland, Capalaba, Victoria Point and the bay islands.
- Accountants Logan City Springwood, Beenleigh, Browns Plains and 50 Logan suburbs.
- Accountants Ipswich Ipswich CBD and the western Brisbane corridor.
Ready when you are
SMSF Accountant Brisbane — let's talk.
Free 15-minute consultation and a fixed fee in writing. Mon–Fri 9am–5pm AEST.