SMSF Accountants Who Handle the Fund, the Audit and the ATO
If you run a self-managed super fund, we take care of the accounting, the audit and the ATO so you can focus on the investing. We set up your fund, keep it compliant and audit-ready, and lodge it on time. SMSF Association accredited, and SimpleFund 360 and BGL specialists.
You Took Control of Your Super. The Admin Should Not Take It Back
You started an SMSF to make your own calls on where your retirement money goes. The compliance behind it should run quietly in the background. Here is the difference between how it usually feels and how it works with us.
- You only hear from your accountant once a year, usually with a deadline already passing.
- You are left guessing whether a property purchase, a rollover or a related-party deal sits inside the rules.
- The pension paperwork, minimum drawdowns and transfer balance reporting land on you to remember.
- A prior-year breach or a late audit gets mentioned in passing, with no plan to clear it.
- Every quick question feels like it might turn into another line on the invoice.
- We prompt you for documents through the year, so the annual return is in hand well before the ATO deadline.
- Before you act, you get a plain answer on LRBA loans, the sole-purpose test and the in-house asset rules.
- We track your minimum drawdowns, TBAR events and member changes, then tell you what to action and when.
- If there is a breach to fix or a fund to migrate, we reset compliance from a clean baseline and walk you through it.
- Reasonable trustee questions sit inside one fixed annual fee, so you can ask before you commit, not after.
Full-Service SMSF Administration. One Annual Fee
No "we don't handle that" hand-offs. Set up, financials, audit, lodgement, pension changes, contributions caps. All on us.
- SMSF setup: trust deed, ABN, TFN, ATO registration, bank account
- Annual financial statements and member statements
- Independent audit by an ASIC-registered SMSF auditor
- SMSF annual return lodged with the ATO
- Contribution caps monitoring and excess contribution advice
- Pension commencement, commutation and TBAR reporting
- Trustee declarations, deed updates and member changes
- Trustee compliance health check, year on year
Important: KSH TAX are SMSF accountants, not financial advisors. We do not provide investment advice, investment strategy review, or advice on whether to start an SMSF. For those, please consult a licensed financial adviser.
It Is Your Retirement Money. We Treat the Fund Like It Is
We Keep Your Fund on the Right Side of the Rules
SMSF Association accredited and registered with the IPA and TPB. We watch the contribution caps, the sole-purpose test and the in-house asset rules so a single misstep does not put the whole fund at risk.
We Stay Ahead of the ATO, Not Behind It
We come to you for documents through the year and lodge your annual return on time. If there is a prior breach, we raise it early and put a plan in front of you before it becomes a penalty.
One Fixed Fee, So Asking Costs You Nothing
Admin, audit coordination and reasonable trustee questions sit inside a single annual price. You can call before you make a decision instead of finding out the cost of it afterwards.
From New Fund to Lodged in 8 Weeks
Setup or Handover
New fund: deed, ABN, TFN, bank, rollover. Existing fund: file handover and compliance reset.
Financials & Audit
We gather broker statements, bank feeds, property docs and contribution records, then prepare statements and member balances. An independent auditor signs off and any issues are fixed before lodgement.
Lodge & Strategise
SMSF annual return lodged. Then we plan next year's contributions, pension and investment strategy.
What Trustees Ask Before They Switch SMSF Accountants
Do you give investment advice for my SMSF?
No. KSH TAX are SMSF accountants, not financial advisors. We do not provide investment advice, investment strategy review, or advice on whether to start an SMSF in the first place. For those decisions, please consult a licensed financial adviser. We administer the fund, prepare financials, coordinate the audit and lodge with the ATO.
Can I switch SMSF accountants mid-year?
Yes. We collect the prior accountant's file, reconcile opening balances, raise any historical issues with you, and pick up from a clean baseline. A typical mid-year switch completes within 2 weeks.
Do you handle the audit, or do I need to find an auditor too?
The audit is independent by law, so we cannot audit the funds we administer. We coordinate the audit with an ASIC-registered SMSF auditor and the cost is included in your annual fee.
Can my SMSF hold property, and can KSH TAX handle it?
Yes. We administer funds with direct residential and commercial property, including LRBA loans. We track related-party rules, in-house asset tests, sole-purpose test and rental income. Property funds sit on our Pension or Complex tier.
Is an SMSF still worth it under the new caps and rules?
For balances above ~$300k an SMSF often gives more control and a lower long-term running cost than retail super. Below that, the maths is tighter. We will give you a frank read on whether the fund suits your situation, even if the answer is no.
What Our Clients Say About Us
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