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SMSF Accounting

Clear accounting and compliance support for self-managed superannuation funds.

We help trustees maintain accurate records, meet annual obligations and prepare their fund accounts for independent audit.

How we can help

Annual financial statements and SMSF annual returns

Preparation of annual financial statements and the SMSF annual return.

Preparation for independent audit

Preparation of the fund accounts, supporting workpapers and records required for independent audit.

Liaison with external SMSF auditors

Coordination with the fund’s independent auditor and assistance with audit queries and supporting documentation.

Member balance and transaction reconciliations

Reconciliation of member balances, contributions, pensions and fund transactions.

Contribution and pension reporting

Accounting support for contributions, pension payments and related member reporting.

Ongoing compliance support

SMSF trustees are responsible for ensuring their fund continues to meet its accounting, tax and superannuation obligations.

We provide the annual accounting and reporting support needed to help trustees keep the fund’s records up to date and address issues identified during the compliance process.

Working with your other advisers

We can work alongside independent SMSF auditors, financial advisers, lawyers, actuaries and other specialists where separate advice or documentation is required.

Important: Pangea Advisory’s SMSF services are limited to accounting, taxation and compliance support. We do not provide personal financial product advice unless that advice is provided separately by an appropriately licensed adviser.

Talk to our SMSF Accounting team

Tell us what you need help with and we’ll connect you with the right person.