Self-managed super fund accounting, alongside your wealth advice.
End-to-end SMSF accounting, tax, and audit coordination, with wealth advice from an authorised representative of Count Financial in the same Capalaba office. One team for your super, your tax, and your wealth plan.
- CA ANZ Chartered Accountants
- Registered Tax Agent 26081500
- Wealth advice via Count Financial (AFSL 227232)
Most SMSFs are accounted for in isolation, and pay for it at tax time.
- Your SMSF accountant prepares the return but never speaks to your tax accountant or financial adviser.
- Contribution caps, pension rules, and in-house asset limits get spotted in the annual return, when the damage is already done.
- Audit time arrives with last-minute requests for documents nobody has had time to organise.
- An SMSF works best when accounting, tax planning, and wealth strategy are coordinated across the year. With our team that coordination happens in the same office, by the same people.
End-to-end SMSF service, with wealth advice on tap.
We act as the accountant and tax agent for your SMSF, and our authorised representative provides personal financial advice for the fund where you want it. Audit is coordinated with an independent ASIC-registered SMSF auditor.
SMSF establishment
Trust deed, trustee structure (individual or corporate), member application, ABN, TFN, and rollover from existing super funds.
Annual accounting and tax
Financial statements, member statements, and the SMSF annual return prepared and lodged with the ATO each year.
Audit coordination
We prepare the working papers and liaise with an independent ASIC-approved SMSF auditor to complete the annual audit.
Contribution strategy
Concessional and non-concessional cap planning, bring-forward rules, downsizer contributions, and spouse contribution splitting.
Pension setup and management
Account-based pensions, transition-to-retirement, minimum draw-downs, and segregation of pension assets where eligible.
Investment compliance
In-house asset limits, related-party transactions, sole purpose test, and arm's length compliance reviewed throughout the year.
Limited recourse borrowing arrangements
Advice and accounting for LRBAs to purchase property or shares inside the SMSF, with structures that satisfy ATO requirements.
Wealth advice for the fund
Personal financial advice from our authorised representative of Count Financial (AFSL 227232) on the fund's investment strategy.
From rollover to first annual return, without surprises.
- 01
Discovery
A call to understand your super balance, retirement goals, and whether an SMSF makes sense for your situation.
- 02
Establishment or transition
Either we establish a new fund and roll over your existing super, or we take over an established fund from your previous accountant.
- 03
Investment strategy
We document the fund's investment strategy, including liquidity, insurance, and any binding nominations, and connect wealth advice where you want it.
- 04
Annual cycle
Quarterly reconciliation, year-end accounts and return, annual audit coordination, and proactive contribution and pension planning.
SMSF expertise plus AFSL wealth advice, in one office.
- CA ANZ Chartered Accountants
- SMSF accounting handled by senior team members with CA ANZ qualifications and direct SMSF experience.
- Registered tax agents
- Tax Practitioners Board registration 26081500. We can communicate with the ATO directly on behalf of your fund.
- Wealth advice in the same office
- Our authorised representative of Count Financial (AFSL 227232) provides regulated investment advice for the fund where you want it.
- Independent SMSF audit
- We use independent ASIC-registered SMSF auditors so the audit is genuinely independent. We never audit funds we account for.
- Coordinated tax and wealth
- Contribution planning, pension transitions, and personal tax are coordinated annually, not handled by three different firms.
- Capalaba based, secure cloud workflows
- Trustees can meet us at The Hub at Capalaba or work entirely via secure cloud document portals.
Questions we hear most often.
Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.
Should I even have an SMSF?
SMSFs work best when you have a meaningful balance to manage, the time and interest to make investment decisions (or a financial adviser you trust), and a strategy that genuinely benefits from the control an SMSF offers. As a rough rule of thumb, balances under $250,000 often cost more to run than they save versus a retail or industry fund. We will tell you honestly during the discovery call whether an SMSF will actually serve you.
Can I borrow inside my SMSF to buy property?
Yes, under a Limited Recourse Borrowing Arrangement (LRBA). The fund borrows to purchase a single asset held in a bare trust, with the lender's recourse limited to that asset. There are strict rules about ownership, refinancing, and improvements. We advise on whether an LRBA suits your fund and handle the structure and ongoing accounting.
Who audits the fund?
SMSFs must be audited annually by an independent ASIC-approved SMSF auditor. We never audit funds we account for; we coordinate with independent SMSF audit specialists to maintain genuine independence. The audit fee is separate from our accounting fee.
What happens when I start drawing a pension?
When you move from accumulation to pension, the fund segregates pension assets and the income on those assets becomes exempt from tax. We handle the documentation, the minimum drawdown calculation, the segregation, and the actuarial certificate if required.
How is your SMSF service priced?
We quote fixed-fee after the discovery call. The fee depends on the number of members, investment complexity (e.g. whether there is property, an LRBA, or unlisted assets), and whether wealth advice is bundled in. Audit is a separate, independent fee.
Can I keep my current SMSF auditor or financial adviser?
Yes. We are happy to work alongside an existing SMSF auditor or financial adviser if you have established relationships you want to keep. We can also introduce you to ours where it makes sense.
More from the same team.
Wealth Management
Authorised wealth advice from our representative of Count Financial, integrated with the SMSF strategy.
ExploreTax Planning and Structuring
Personal and business tax planning that coordinates with your SMSF contribution and pension strategy.
ExploreAccounting and Taxation
Personal and business tax returns prepared by the same team that handles your SMSF.
ExploreReady to bring your SMSF, tax, and wealth advice together?
Book a consultation. We will assess whether an SMSF suits your situation, and if you already have one, where the coordination with tax and wealth could be tightened.