Tax Accountant for SMSF Trustees

If Your Accountant Isn’t an SMSF Specialist, You’re Probably One Mistake Away From a Compliance Problem.

A generalist accountant doesn’t know what a wrong commercial LRBA structure, a missed audit deadline, or a poorly documented trustee decision actual costs you. We do — and we get it right before the ATO ever has a reason to look twice.

LRBA structuring for commercial property set up wrong from the start
Annual return and audit deadline missed or rushed
Trustee decisions not properly documented
No coordinated plan as the fund moves from accumulation to pension phase

SMSF TRUSTEE Offer

Free SMSF Compliance Audit — $0, No Obligation.

We’ll pull apart your current trustee structure, commercial LRBA setup, and compliance position, and hand you a plain-English breakdown of exactly where the risk sits — before your next annual return or audit is due. Limited spots each month for SMSF trustees.

Individual Trustees

Corporate Trustees

Commercial Property

Commercial LRBA

Business Real Property

Accumulation Phase

Pension Phase

Multi-Member Funds

Who This Is For

Built around how SMSF trustees actually hold property.

Whether you’re setting up your first SMSF, borrowing to buy commercial property through it, or managing a fund that’s moved into a pension phase, the compliance obligations shift at every stage — and shouldn’t be handled with a generic return.

First-Time SMSF Trustees

Full establishment, trustee structuring, and compliance set up correctly from day one.

Commercial Property via SMSF

LRBA structuring and trustee company setup for funds buying commercial or business real property.

Established Funds

Ongoing compliance, annual returns, and audit coordination for funds already up and running.

What's Included

Everything an SMSF trustee’s compliance position needs.

SMSF establishment & trustee setup

Individual or corporate trustee structuring, set up correctly from the start.

LRBA structuring for commercial property

Limited recourse borrowing arrangements structured to hold up under scrutiny.

Annual SMSF return & audit coordination

Returns and independent audits managed and lodged on time, every year.

Ongoing SMSF compliance & admin

Trustee minutes, contribution caps, and pension documentation kept in order year-round.

Business real property structuring

Advice for funds holding or buying the premises your own business operates from.

Accumulation to pension phase planning

Structuring advice as your fund transitions and your compliance obligations change.