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Services

SMSF Accounting

Preparation of annual financial statements, arranging the independent audit and lodging the SMSF tax return

SMSF Establishment

Assistance to help setup a new SMSF. Including ABN, TFN and ESA registrations

Existing SMSF Transfer

Transfer your existing SMSF to us – no need to change the existing trust deed, bank accounts or trading accounts

Annual Update

Includes details of recent changes, key rates and thresholds for the year ahead and important reminders for trustees

SMSF Tax Return

SMSF accounting

Standard fee fixed at $1,190 p.a.

Our SMSF accounting service provides you with everything you need to meet the annual reporting obligations of your SMSF, including:

  • Preparation of the annual financial statements for the SMSF (including an Operating Statement, Statement of Financial Position, Member Statements, Investment Summary and Income Reports);
  • Preparation of annual trustee resolutions;
  • An independent audit of the Financial Statements;
  • Preparation and lodgement of the annual SMSF tax return;
  • Documents to confirm the commencement or cessation of pension accounts as required (upon your request);
  • Lodgement of Transfer Balance Account Reports (TBAR) as required; and
  • Electronic SuperStream Account (ESA) registration on processing as required.

Investment Restrictions

There are some restrictions on the type of investments which can be held by SMSFs under our service. Our standard SMSF accounting fee only covers SMSFs which hold investments within the following:

  • Cash and Term Deposits (with any bank) (up to 10 accounts in total)
  • ASX Listed Securities (held through one broker platform)
  • Public Unit Trusts or Managed Funds (up to 5 holdings)

Transfer your existing SMSF accounting

If you have an existing SMSF, we do not charge any fees for transferring the SMSF accounting 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

Annual Updates

Each year Online Super Fund provides its clients with a free annual update report. This annual update includes details of any significant changes to superannuation law, key SMSF rates and thresholds for the year ahead, as well as important information and reminders for SMSF trustees.

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