
SMSF Accounting, Auditing & Taxation Services in Sydney
Comprehensive and Compliant SMSF Solutions by Shah and Kadam
Managing your retirement savings through a Self-Managed Super Fund (SMSF) is a smart way to gain control of your future — but it comes with responsibilities. At Shah and Kadam, we make SMSF accounting services in Sydney simple, reliable, and fully compliant with Australian tax laws.
We specialize in SMSF accounting, auditing, and taxation. Whether you’re setting up an SMSF, need support with annual compliance, or want expert assistance to lodge your SMSF tax return, our team is here to guide you every step of the way.
Why Choose Us?
Shah and Kadam is a trusted name in accounting and taxation services in Sydney, with over two decades of experience. Our team of SMSF accountants understands the intricate rules, legislation, and updates that affect your fund. We deliver tailored services that match your fund’s needs — no generic advice, no shortcuts.
Why our clients trust us:
- Personalized SMSF guidance
- ATO compliance guaranteed
- Transparent pricing — no hidden fees
- Fast, accurate SMSF tax return lodgement
- Certified auditors for SMSFs
- Regular updates on regulation changes
SMSF Accounting Services in Sydney
Setting up and managing a Self-Managed Super Fund requires detailed record-keeping and precise accounting. Shah and Kadam, simplify the complexity.
- Annual SMSF financial reports preparation
- Member contribution tracking and pension calculations
- Investment tracking and portfolio reporting
- Accounting system setup and support (Xero, BGL, Class Super)
- Assistance with ATO obligations and correspondence
Our SMSF accounting services in Sydney ensure that your fund complies with the Superannuation Industry (Supervision) Act (SIS Act), while helping you make the most of your investments.
SMSF Audit and Compliance in Sydney
One of the most common questions we hear is:
“Who can audit an SMSF in Sydney?”
Only registered SMSF auditors approved by ASIC can perform your fund’s audit.
Shah and Kadam, we have independent and ASIC-registered auditors who ensure your fund meets every regulatory requirement. Our audits are thorough, unbiased, and conducted with full transparency.
Our SMSF Audit Services Include:
- Independent compliance audit
- Financial statement verification
- Audit reports as per ATO requirements
- Recommendations to improve fund management
- Audit readiness checks
Our team will also help you prepare for audits, minimizing the risk of penalties or ATO intervention. We aim to make SMSF audit and compliance in Sydney as stress-free as possible for trustees.
SMSF Tax Return Services
Filing your SMSF tax return is not just about submitting paperwork — it’s about accuracy, strategy, and staying compliant.
So, how to lodge an SMSF tax return in Australia?
The ATO requires that all SMSFs file an annual return after an independent audit is completed. This includes reporting income, deductions, contributions, and other key data.
At Shah and Kadam, we provide complete SMSF tax return services in Sydney, including:
- Preparation of annual SMSF tax return
- Lodgement via ATO-approved platforms
- Capital gains tax calculations
- Tax minimization strategies
- Dealing with ATO queries or issues
Our experienced tax professionals ensure your fund gets the best tax outcome while avoiding delays or penalties.
What Are the Rules for SMSF Accounting?
The SMSF accounting rules in Australia are governed by the SIS Act, ATO regulations, and other financial standards. Trustees must ensure:
- All financial transactions are recorded accurately
- All contributions and withdrawals follow the fund’s investment strategy
- Annual financial statements and audits are completed
- Records are kept for a minimum of five years (some for ten)
Non-compliance can lead to heavy penalties, fund disqualification, or ATO actions. That’s why having reliable self-managed super fund accountants like Shah and Kadam is critical.
Self-Managed Super Fund Accountants You Can Trust
Not all accountants understand the complexities of SMSFs — and mistakes can be costly.
Our team of self-managed super fund accountants in Sydney are experts in:
- SMSF formation and structure
- Fund rollovers and contribution limits
- Retirement planning and pension phases
- In-house asset rules and investment compliance
- Strategy updates based on your retirement goals
Whether you’re an experienced investor or setting up your first SMSF, we tailor our advice to your financial situation and long-term goals.
Setting Up a New SMSF? Let Shah and Kadam Help
Thinking of setting up a Self-Managed Super Fund in Sydney? We make the process smooth and worry-free.
Our SMSF Setup Services Include:
- Registration with the ATO
- ABN and TFN application
- Creation of SMSF trust deed
- Establishing a compliant investment strategy
- Assistance with choosing a bank and accounting software
We’ll explain the risks, obligations, and potential benefits — so you can make informed decisions from day one.
Annual Compliance Checklist for SMSFs
Compliance is an ongoing process. Here’s what your SMSF must complete annually:
- Prepare accurate financial statements
- Conduct an independent audit
- Lodge the SMSF Annual Return
- Pay SMSF supervisory levy
- Update investment strategy (if required)
- Keep trustee declarations and minutes
Let Shah and Kadam manage your SMSF’s compliance checklist, ensuring you meet every deadline and stay ATO-compliant.
Why SMSF Trustees in Sydney Prefer Shah and Kadam
Here’s what sets us apart from other accounting firms:
1. End-to-End SMSF Solutions
From setup to audit to tax return — we manage it all.
2. Local Expertise, Personalized Service
As Sydney-based professionals, we understand local laws and the challenges SMSF trustees face.
3. Dedicated SMSF Account Managers
You’ll work directly with a qualified expert who knows your fund inside out.
4. Simple Communication
No jargon. No confusion. Just clear advice you can trust.
Get Started with Shah and Kadam Today
Managing an SMSF is a major financial responsibility — but you don’t have to do it alone.
With Shah and Kadam by your side, you get:
- Expert SMSF accounting services in Sydney
- Trusted SMSF audit and compliance support
- Complete SMSF tax return services
- Peace of mind with full ATO compliance
Whether you’re an individual trustee, a family fund, or part of a corporate structure, our team is ready to help you manage and grow your super the smart way.
FAQs About SMSF Services in Sydney
At Shah and Kadam, SMSF audit fees start from $400 and vary based on fund complexity. Get in touch for a tailored quote.
Technically, yes — but SMSF laws are complex and changing. Working with experienced SMSF accountants minimizes risks and saves time.
The ATO may impose penalties, freeze fund assets, or remove your fund’s complying status — which has serious tax implications.