SMSF Tax & Accounting

Running a Self-Managed Super Fund (SMSF) provides you with control over your retirement savings. But it also brings important tax and accounting responsibilities. At KBM Australia, we make sure your SMSF stays compliant, accurate, and stress-free.

Our experienced accountants handle all your SMSF tax returns, financial statements, and regulatory requirements. We work closely with you to ensure your fund meets Australian Taxation Office (ATO) standards every year. With our support, you can focus on your investments while we handle the numbers.

Managing the tax and accounting side of your Self-Managed Super Fund (SMSF) is crucial for long-term success. It guarantees that your records are correct, your fund stays compliant, and your retirement savings increase effectively. Having professional advice helps you stay on top of your responsibilities and prevent needless stress, regardless of how long you have been managing your SMSF or how new you are as a trustee.

Expert SMSF Accounting Services

Accurate accounting is the base of a successful SMSF. We prepare detailed financial reports that show your fund's true performance. From income and expenses to investment valuations and member balances, every detail is carefully recorded and reviewed.

We also help you maintain up-to-date records for contributions, rollovers, and pensions. Our team ensures your accounting aligns perfectly with the ATO and the Superannuation Industry (Supervision) Act requirements. With KBM Australia, your SMSF accounts are always accurate, organised, and ready for audit.

Complete SMSF Tax Return Preparation

Preparing an SMSF tax return can be complicated if you're not familiar with the rules. Each year, trustees must report the fund's income, expenses, and capital gains to the ATO. At KBM Australia, we handle the entire process for you.

We calculate your fund's taxable income, apply eligible deductions, and ensure that your returns are submitted correctly and on time. Our team also reviews your investment strategy and transactions to make sure everything meets tax and compliance obligations.

With us, you never have to worry about missing a deadline or an error that could lead to penalties.

Staying Compliant and Up to Date

The rules for SMSF tax and accounting can change frequently. That's why our team keeps up with every update from the ATO and other regulators. We make sure your SMSF stays compliant and takes advantage of all available tax benefits.

We also guide you on contribution limits, pension payments, and other super rules to help you plan your finances efficiently. Compliance becomes simple when you have the right experts managing your fund.

Ongoing Guidance and Personal Support

We believe in developing long-term relationships with trust, clarity, and reliability. You'll always have an expert by your side who genuinely cares about your financial future.

At KBM Australia, we don't just handle your accounts — we help you understand them. Our accountants explain your reports in plain language so you always know how your fund is performing. If you ever have questions about tax, investments, or compliance, our team is here to help.

Partner with KBM Australia

Managing SMSF tax and accounting doesn't have to be difficult. With KBM Australia, you get professional, reliable, and friendly service every step of the way.

Let us handle the complex tax and accounting work while you focus on growing your super. With our expertise, your SMSF will stay compliant, efficient, and ready for a secure future.