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SMSF Administration

Full self-managed super fund taxation, compliance, and audit coordination — fixed-price for standard funds, led by a 10+ year SMSF specialist.

SMSF

Self-Managed Super Funds

Full administration, compliance, and audit coordination. Fixed-price for standard funds.

✦ Fixed-Price Service
What's Included
  • Annual financial statements (SOFP, SOFE, notes)
  • Trustee minutes & resolution preparation
  • Annual Return lodgement & tax calculation
  • Independent auditor coordination
  • Member benefit statements (all tax components)
  • Investment summary, income & CGT reports
  • Year-end market valuation report
  • Actuarial certificate (where required)
  • TBAR lodgement & BAS preparation
SMSF Administration

Expert SMSF compliance & administration.

We provide self-managed super fund taxation and audit services on a contract basis at a fixed price — except for complex funds (typically high net worth funds with a high volume of transactions), which are quoted individually after an initial assessment.

Our SMSF team is led by Viraj Popatia, who brings over 10 years of dedicated SMSF experience working with high net worth clients and all fund types. We cover all annual reporting requirements and provide continued advice and support throughout the year.

If you prefer to appoint your own independent auditor, we will work seamlessly with them. Alternatively, we coordinate the audit through our panel of independent approved auditors.

✓Fixed price for standard funds
✓10+ years SMSF specialist
✓Pension & contribution strategy
✓High net worth capability
✓Audit coordination included
✓Year-round continued support
Send an Enquiry
VP
Viraj Popatia
Director · CPA · SMSF Specialist

Viraj is a CPA with over 10 years of dedicated SMSF experience. She has worked with high-net-worth clients and all kinds of funds, providing expert advice on pension strategies, contributions, and regulatory compliance. She handles all TBAR, BAS, and compliance obligations for every fund she manages.

CPA Australia Chartered Accountant (India) SMSF Compliance Pension Strategy
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10+
Years dedicated SMSF experience
Fixed
Price for standard fund administration
All
Fund types including high net worth
FAQ

Common SMSF questions.

Is your SMSF service fixed price?+
Yes — we offer fixed-price SMSF administration for standard funds. Complex funds (typically high net worth with a very high volume of transactions) are quoted individually after an initial consultation.
Do you coordinate the SMSF audit?+
Yes. We work with a panel of independent approved auditors and coordinate the audit on your behalf. If you prefer your own auditor, we will work directly with them.
Do you handle TBAR lodgements?+
Yes. Transfer Balance Account Reporting (TBAR) lodgement is included as part of our SMSF compliance service for funds in pension phase.
Can you advise on pension and contribution strategies?+
Absolutely. Viraj Popatia specialises in highlighting the best strategy for members when dealing with pensions and contributions — this is one of the key value-adds we provide beyond compliance.
Also Available

Our other services.

Taxation & Business Services

Individual, company, trust, and partnership tax returns. Capital gains, negative gearing, BAS, and FBT compliance.

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Accounting & Bookkeeping

Efficient bookkeeping, payroll, management reporting, and software setup — at competitive, transparent prices.

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