SMSF Tax Return Services

Specialist SMSF Tax Return Service

At Online Super Fund, we specialise exclusively in SMSF tax return services. Our procedures have been designed to simplify annual compliance and ensure every SMSF meets its reporting obligations with confidence. We focus on accuracy, efficiency and full compliance with ATO and superannuation reporting requirements, supported by systems refined over more than a decade of working solely with self-managed super funds.

Since 2012, we have consistently achieved a 97% on-time lodgement rate for SMSF annual returns with the ATO. This performance reflects the strength of our workflows and specialist SMSF accounting expertise. We take a proactive approach to annual reporting by identifying potential issues early and resolving them before the SMSF Annual Return is finalised.

When you join Online Super Fund, you benefit from a specialist tax service that is clear, compliant and backed by SMSF experts – supported by transparent fixed SMSF accounting fees starting from $1,190 per year.

Annual SMSF Tax Return Preparation

Accurate Reporting for ATO Lodgement

We prepare the SMSF Annual Return and ensure all tax and regulatory disclosures are complete before lodgement with the Australian Taxation Office. Every return is reviewed for accuracy and compliance to minimise delays and reduce the risk of ATO review.

Audit-Ready Financial Statements

We prepare all financial statements and supporting documents required for the annual SMSF audit.

All reports are prepared in accordance with superannuation and auditing requirements to ensure a smooth and efficient audit process each year.

Proactive SMSF Tax Compliance

If we identify potential issues or irregularities, we work with you to resolve them early, well before the annual return is finalised. This proactive approach supports trustees in maintaining their fund’s strong regulatory standing and minimises the likelihood of compliance-related delays.

SMSF Tax Agent Services

ATO Lodgements and Compliance

As your SMSF tax agent, we prepare and lodge the SMSF Annual Return and ensure all taxation schedules are completed accurately and in accordance with ATO requirements.

TBAR (Transfer Balance Account Reporting)

We prepare and lodge Transfer Balance Account Reports as required, ensuring pension commencements, commutations and other reportable events are correctly recorded and submitted on time.

Meeting Your SMSF Tax Obligations

Our structured workflow ensures every SMSF meets its annual tax and regulatory obligations within required timeframes. Trustees receive clear communication throughout the process, providing transparency and confidence at each stage.

As SMSF specialist accountants, we work exclusively with self-managed super funds, assuring trustees that experienced professionals are managing their fund’s reporting requirements.

Transfer Your Existing SMSF Accounting

If you have an existing SMSF, we do not charge any fees to transfer your SMSF tax and accounting requirements to us. You can also leave your existing SMSF bank accounts and share trading accounts in place – there is no need to change anything. We can simply take over as the SMSF accountant and tax agent for your SMSF.

We pride ourselves on offering a high-quality, low-cost SMSF accounting service. 

If you would like to transfer your existing SMSF to Online Super Fund, then please contact us or apply now.

smsf tax return landscape

What’s Included in Our SMSF Tax Return Service

Our SMSF tax return services form part of our low, fixed SMSF fee, giving trustees certainty and transparency over ongoing SMSF tax and compliance costs.

Comprehensive Inclusions

Our annual service includes:

  • Preparation of annual financial statements
  • Preparation of trustee resolutions
  • Coordination of the independent SMSF audit
  • Preparation and lodgement of the SMSF Annual Return
  • Pension commencement or cessation documents (on request)
  • Transfer Balance Account Report (TBAR) lodgements as required
  • Electronic SuperStream (ESA) registration and transaction processing

These inclusions ensure each SMSF receives a comprehensive, compliant and fully supported annual reporting service.

We also use industry-leading SMSF software (BGL Simple Fund 360) to ensure accuracy, compliance and efficiency across the entire reporting cycle.

Our SMSF Tax Return Process

Our structured workflow helps trustees understand precisely what to expect.

  1. Data collection – Provide your bank, investment and member information via a secure share folder.
  2. Financial statement preparation – Annual accounts and supporting schedules are prepared to audit-ready standards.
  3. Review and sign-off – We supply the annual accounts and documents for your review and signature.
  4. Audit coordination – We arrange the independent audit and respond to audit queries on your behalf (audit cost included in our annual fee).
  5. Audited financial statements & tax return – You receive the signed, audited financial statements, tax return and audit report for your records.
  6. ATO lodgement – The SMSF Annual Return is lodged promptly with the ATO once approved by the trustees.

Our procedures ensure that every SMSF we manage is reported accurately, processed efficiently and remains fully compliant.

 

smsf tax return client

Registered SMSF Tax Agent

Online Super Fund is a Registered SMSF Tax Agent with the Tax Practitioners Board (TPB), registration number 22818006. Please also see the Tax Practitioner Board Factsheet for important information, including your obligations, our tax agent obligations, and those of the TPB and the ATO.

As your SMSF tax agent, we will manage your annual SMSF tax return, ATO lodgements, TBAR reporting and compliance obligations. We follow strict professional and ethical standards and work closely with trustees to ensure accurate reporting and timely lodgement each year.

Investment Restrictions and Supported SMSF Types

To maintain our low-cost service model and ensure consistent quality, our standard fee applies to SMSFs holding:

  • Cash and term deposits
  • ASX-listed securities (under one broker or HIN)
  • Managed funds or public unit trusts

Additional fees may apply for SMSFs holding assets outside these categories.

Assets Not Covered Under Our Standard Service

Certain asset types fall outside our standard offering:

  • Collectables and personal-use assets
  • Unlisted companies or private trusts
  • Options, CFDs or foreign exchange trades
  • Cryptocurrency
  • Commercial property

If your SMSF holds other asset types, please contact us to confirm whether we can assist.