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SMSF Compliance Service in Melbourne

Stay compliant with confidence — we manage your SMSF administration and compliance obligations so you can focus on your retirement strategy.

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Self-Managed Super Fund Setup & Compliance

Discover the ease of Tax Plus’s SMSF setup and management service. Our team handles the complexities, so you don’t have to. Rest easy knowing your SMSF is in capable hands.

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Accountant reviewing SMSF financial statements and compliance documents
Self-managed super fund (SMSF) compliance and reporting

How We Help Our Clients With SMSF Compliance

Thinking about setting up an SMSF but not sure where to start? Don’t worry — our team is here for you. Our SMSF specialists handle the administration, compliance, accounting and taxation side of Self-Managed Superannuation Funds, so you can set things up the right way from the start.

Our Services include:

  • SMSF establishment
  • Annual financial and member statements
  • Tax return preparation and lodgment
  • Independent audits
  • Contribution monitoring and rollovers
  • Real-time online reporting
  • Pension account setup and management
  • SMSF wind-ups and estate planning support

With Tax Plus SMSF Services You Can Expect:

  • Fixed-fee pricing, so you know the cost upfront
  • A dedicated team managing every stage of your fund
  • Independent advice, with no conflict of interest
  • Real-time visibility over your fund’s data
  • Proactive compliance support, so you’re never caught off guard
  • Specialist help whenever you need it, not just at tax time
SMSF accounting and administration services

SMSF Services

Establishing a SMSF

We simplify the SMSF establishment process with a hassle-free, execution-only service — including preparing the legal documents and handling your ASIC and ATO registration.

Tax, Financial & Statutory Reporting Requirements

We prepare and complete your annual SMSF financial and member statements, tax returns, and independent audits, so your fund stays fully compliant.

Monitoring Contributions and Rollovers

We support ongoing SMSF clients by monitoring contributions and assessing them against the relevant thresholds, and facilitating rollovers on your behalf.

Real-Time Data & Reporting

You'll have access to our secure online reporting platform, so you can view and track your SMSF data in real time, whenever you need to.

Establishing and Managing SMSF Pension Accounts

We help set up Account Based Pensions, calculate minimum pension drawdowns, and manage your pension accounts as your circumstances change.

Winding Up a SMSF & Estate Planning

We assist with SMSF exit strategies and wind-ups, including preparing and completing the final tax return and handling the ATO cancellation.

Borrowing to Purchase Property in Your SMSF

We help establish the right structure to enable your SMSF to undertake a limited recourse borrowing arrangement for property purchases.

Specialist Support

Ongoing clients get the support of our qualified SMSF specialists, who can assist with a range of tax and compliance-related superannuation queries.
20+
Years in Business
1,500+
Clients Served
8,000+
Tax Returns Lodged
4.9
Average Client Rating
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Let's Achieve Your Financial Goals Together

Book a free consultation with our friendly team today.

Other Ways We Can Support You

Alongside SMSF compliance, many clients also rely on us for tax planning, bookkeeping and business structure advice. Whatever stage you’re at, these services help keep your finances accurate and working in your favour.

  • Tax Planning
  • Bookkeeping
  • Business Plan & Structure

Coburg's Most Trusted Accountants

Let's Achieve Your Financial Goals Together

Book a free consultation with our friendly team today.

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