SMSF Accounting, Auditing & Taxation Services

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:

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.

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:

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:

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:

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:

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:

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:

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:

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.

Contact Us Now for a Free Consultation

Call us at +61 432 482 355 or email us at [email protected] to speak with an SMSF expert today. Shah and Kadam – Your Partners in Secure SMSF Management.
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We’re here to help. Whether it's tax compliance, strategic advice, or managing your SMSF—we’re just one click away.