- Level 4, 227 Collins Street, Melbourne VIC 3000
- Mon–Fri 9:00 AM – 5:00 PM
Complete Self-Managed Super Fund setup, accounting, tax returns, and compliance support. Our CPA accountants and registered tax agents help you manage your SMSF with confidence while ensuring full compliance with Australian superannuation laws.
Managing a Self-Managed Super Fund (SMSF) comes with important responsibilities. There are strict ATO rules, reporting requirements, and deadlines that must be followed.
Our SMSF accountants take care of the accounting, tax, and compliance work for you—so your fund stays compliant and runs smoothly, while you focus on growing your retirement savings.
We assist with the complete SMSF setup process, including SMSF corporate trustee, guidance on fund structure, coordination of trust deed preparation through qualified providers, ATO registration, TFN and ABN applications, and ensuring your SMSF is established correctly and compliant from the start.
We prepare accurate SMSF financial statements each year, including member balances, investment reporting, and compliance with Australian superannuation regulations.
Our registered tax agents handle the preparation and lodgement of SMSF annual returns, ensuring accurate tax calculations, reporting of contributions and pensions, and full ATO compliance.
We manage the SMSF audit process by coordinating with independent approved auditors, preparing required documentation, and ensuring a smooth and compliant audit outcome.
We assist in reviewing and documenting your SMSF investment strategy to ensure it aligns with ATO requirements and supports your fund’s financial objectives.
We provide SMSF pension administration services, including setup and ongoing management of account-based and transition to retirement pensions, ensuring compliance with minimum pension and reporting requirements.
Self-Managed Super Funds (SMSFs) offer greater control, flexibility, and tax advantages—but only when managed correctly. Our CPA accountants and registered tax agents provide expert SMSF accounting, tax, and compliance services to help you maintain a compliant and well-managed super fund. Gain the confidence of knowing your retirement savings are structured, reported, and managed the right way.
To set up a self-managed super fund (SMSF), you typically follow these steps:
Smart Digits can guide you through every step — from the initial strategy meeting through to registrations and ongoing compliance.
In Melbourne, you’ll find specialist SMSF accountants and advisers who focus on the setup, tax, audit and compliance of self-managed super funds. Smart Digits is one such firm: based in Melbourne, with a strong local presence, we act as your SMSF accountant and adviser — managing the accounting, tax returns, audits and ongoing advice. If you’d like, we can also provide a list of other reputable SMSF accountants in Melbourne along with key comparison criteria.
Yes — an SMSF can invest in shares, managed funds or property, but must comply with rules such as the “sole purpose test” (fund exists for retirement benefits) and must avoid non-arm’s-length transactions or acquiring assets from related parties.
As a trustee of a self-managed super fund (SMSF) you must act honestly, with care and diligence; keep the fund’s assets separate from personal or business assets; prepare and review an investment strategy; maintain all required records; and ensure the fund remains compliant with superannuation and tax laws.
Book a free SMSF consultation with our specialist team.
