Self-Managed Superannuation Fund
Your Self-Managed Super Fund (SMSF): Clear, compliant and well-managed.
Managing an SMSF comes with responsibility.
Trustees are accountable for meeting strict regulatory, reporting and compliance obligations and getting it right matters. At Perks, we focus on the accounting, compliance and governance of SMSFs. We help ensure your fund is structured correctly, maintained accurately and meets all ATO requirements year after year, giving you confidence that your SMSF is compliant, well-documented and audit-ready at all times.
We get the realities of running an SMSF.
Managing an SMSF means more than just investment decisions.
It means understanding legislation, keeping accurate records and meeting ongoing obligations – all while avoiding errors that can trigger penalties or unwanted scrutiny.
We work with clients who want:
- Confidence their SMSF meets superannuation obligations
- Clear guidance on trustee responsibilities
- Accurate accounting and timely reporting
- Issues identified early – not after the audit
For what comes next.
Practical expertise behind a well-run Self-Managed Superannuation Fund.
We provide end-to-end SMSF accounting and compliance services designed to keep your fund running smoothly and meeting its regulatory requirements.. Our SMSF services include:
- SMSF establishment and structuring support
- Annual financial statements and fund accounts
- Preparation and lodgement of SMSF annual returns
- Coordination of independent SMSF audits
- Ongoing compliance monitoring and guidance
- ATO regulatory support
- Pension accounting and reporting
Our focus is practical and precise – ensuring every requirement is met, documented and explained clearly.
Experienced, accountable and detail-focused.
Our specialised Team brings deep expertise in SMSF accounting and compliance.
We work closely with trustees, advisors and legal professionals to ensure the administration of your SMSF stands up to scrutiny.
We operate with transparency and accountability, focusing on accuracy, timeliness and clear communication.
Questions?
FAQ
Yes. SMSFs come with greater responsibility and stricter administration requirements. With the right accounting and compliance support, however, the day-to-day burden is significantly reduced, and risks are better managed.
Non-compliance can result in penalties, additional tax, or regulatory action. Our role is to help prevent issues, address risks early and guide you through any required corrective action.
Yes. We regularly collaborate with advisers and other professionals to ensure SMSF compliance, accounting and reporting are handled seamlessly.
An SMSF should evolve as your circumstances change. As you move toward retirement or succession, we provide advice on pension strategies, tax outcomes and estate planning considerations, helping ensure your super continues to support your long-term intentions.
Contact
Speak with a Perks Director
Get in touch and we’ll connect you with the right Adviser for your needs
