Comprehensive Accounting and Taxation for Your SMSF
Managing a Self-Managed Super Fund (SMSF) requires more than good intentions. Accurate reporting, ongoing compliance, and tax efficiency are vital to protecting your retirement savings. Sandstone Advisory delivers professionalSMSF accounting and tax services online to clients across Australia, giving you confidence that your fund is in expert hands.
Why Trust Sandstone Advisory?
When it comes to compliance and reporting, precision matters. Our dedicated team brings extensive experience in SMSF administration and works closely with you to ensure your fund remains efficient, compliant, and audit-ready.
- Specialised Knowledge: Our team specialises in SMSF accounting and taxation, ensuring accuracy and compliance.
- Nationwide Reach: Our virtual services cater to clients throughout Australia.
- Fixed-Fee Structure: We offer transparent pricing with no hidden charges.
- Dedicated Support: We provide ongoing assistance to address your SMSF queries and concerns.
Our SMSF Accounting & Taxation Services Include:
To meet your obligations and safeguard your retirement wealth, you need more than just end-of-year support. We offer full-service SMSF accounting and tax compliance year-round.
- Financial Statement Preparation: Compiling accurate annual financial statements, including balance sheets and income statements.
- Tax Return Lodgement: Preparing and lodging your SMSF’s annual tax return with the ATO.
- Audit Coordination: Facilitating the annual independent audit of your SMSF, as mandated by the ATO.
- Compliance Monitoring: Ensuring your SMSF adheres to all regulatory requirements, including contribution caps and pension standards.
- Real-Time Reporting: Providing up-to-date financial reports to help you make informed decisions.
Staying Compliant Year-Round
Keeping your SMSF compliant isn’t a once-a-year task. It’s about maintaining the right processes, documentation, and oversight at all times. We ensure nothing falls through the cracks by supporting you with:
- Quarterly Reviews: Reviewing fund activity regularly to ensure compliance with contribution and pension rules.
- Regulatory Alerts: Notifying you of any changes in SMSF legislation that affect your fund.
- ATO Correspondence: Managing interactions with the ATO on your behalf.
Tax Planning and Superannuation Strategy Integration
Good accounting is only part of the picture. We integrate tax planning and strategic guidance into your SMSF reporting, helping you maximise your fund’s potential over time.
- Minimising Tax Obligations: Identifying deductions and strategies to legally reduce your SMSF’s tax liability.
- Division 293 and 296 Monitoring: Assessing and addressing the impact of high-income and high-balance superannuation taxes.
- Timing Contributions: Coordinating timing of contributions and pension payments for optimal tax outcomes.
For Trustees Who Value Peace of Mind
Trustees are responsible for meeting all fund obligations – but you don’t have to do it alone. With Sandstone Advisory, you gain a trusted partner who ensures nothing is overlooked.
We serve a wide range of SMSF clients:
- New SMSF Trustees: Providing step-by-step guidance on first-year reporting and compliance.
- Experienced Investors: Supporting complex portfolios with structured, compliant financial reporting.
- Business Owners: Integrating SMSF activity with overall tax planning and financial structures.
- Pre-Retirees and Pension Phase Members: Ensuring income stream reporting and drawdowns meet ATO rules.
Seamless Online Service, Nationwide
Whether you’re in Melbourne, Perth, or a regional area like Warrnambool, Horsham or the Grampians, you receive the same high-quality support. Our cloud-based systems enable secure document sharing, responsive communication, and fast turnaround times.
Our accounting processes are designed for:
- Accessibility: No need for in-person appointments or paper trails.
- Efficiency: Fast, streamlined reporting using the latest technology.
- Security: End-to-end encrypted platforms and strict confidentiality protocols.
Let’s Keep Your SMSF on Track
A well-managed SMSF starts with clear, accurate accounting and consistent tax compliance. At Sandstone Advisory, we make that simple. Contact us today to schedule a consultation and learn how we can support your fund’s ongoing success.