SMSF Accounting Blacktown | Blacktown Accountants
Self-Managed Super Funds
Annual SMSF returns, statements and trustee minutes prepared to ATO standards — with the compliance calendar explained in plain language, before it becomes pressure.
Discuss your fund or email [email protected]What we prepare each year for the fund
- Annual return — the fund's income, deductions and member components reported correctly, including contributions caps monitoring.
- Financial statements — assets valued and reconciled, member balances confirmed, distributions tracked.
- Trustee minutes — investment strategy and key decisions documented as the regulator expects to see them.
- Audit coordination — the independent audit arranged each year and any findings walked back to fix points.
- The calendar — lodgement and audit dates set out at the start of the year, with reminders that arrive early.
Straight answers on SMSF administration
What are trustees responsible for?
Investment decisions and strategy sit with the trustees — you. Administration, compliance paperwork and lodgements are the part we run, and we keep the line between the two clear.
Which deadlines actually matter?
The annual return and independent audit dominate the calendar, and audit needs to be booked well before lodgement. Both get scheduled at the start of each year.
Can contributions or investments create breaches?
Contribution caps, related-party dealings and in-house assets are the usual trip points. We monitor the fund across the year, not just at lodgement time.
Can the fund borrow or buy property?
Limited recourse borrowing arrangements exist and are strictly regulated. We explain the compliance and reporting they create — the investment decision itself stays with you as trustee.
How much does SMSF administration cost?
Fees are quoted annually before the year starts and cover the return, statements, minutes and audit coordination. We will also tell you honestly if your fund size no longer justifies the cost.
What records do trustees have to keep?
Minutes of every investment decision, the trust deed and updates, member statements and evidence of valuations. We assemble the complete set each year so nothing is missing at audit time.
More from the practice
- Tax Strategy & Advice — Coordinate the fund's year with your overall tax position.
- Personal Tax Returns — Member returns lodged alongside the fund's annual work.
SMSF compliance, kept boring (the good kind)
Send through the fund's last return and we will map what is due this year, who is responsible for each piece, and what it costs to keep the fund clean.
Blacktown Accountants · 17 Patrick St, Blacktown NSW 2148 · 0494 924 153 · [email protected]
