Self-Managed Super Funds: Take Command of Your Retirement Wealth.
An SMSF grants you direct control over your property, share portfolio, and retirement investments. As trustees, you bear personal fiduciary responsibility under the Superannuation Industry (Supervision) Act 1993. Tax Bridge Advisory handles your complete accounting, tax lodgement, and independent ASIC audit coordination.
SMSF Trustee Assurance
- Independent ASIC-registered auditor included
- Full SIS Act 1993 compliance guarantee
- Specialist Superannuation CPAs
- Fixed upfront packages with no hourly add-ons
SMSF Packages & Pricing
Transparent fixed pricing for fund establishment, annual accounts, and independent statutory audits.
SMSF Turnkey Establishment
Complete compliant establishment of a Self-Managed Superannuation Fund with corporate trustee.
- Special purpose Corporate Trustee setup with ASIC
- Compliant SMSF Trust Deed & Trustee Consent pack
- ABN & TFN registrations with the ATO
- Member applications & product disclosure statements
- Electronic Service Address (ESA) configuration for SuperStream
- Bank account opening resolution and assistance
Annual Compliance & Audit
End-to-end accounting, annual ATO tax return, and independent ASIC audit coordination.
- Annual Financial Statements (Operating Statement & Balance Sheet)
- SMSF Annual Tax Return (Form SAR) preparation & lodgement
- Independent audit fee with an ASIC-registered approved auditor included
- Member statements & contribution caps monitoring
- Pensions, TRIS, and minimum drawdown calculations
- Investment strategy compliance & SIS Act resolution kit
Specialised SMSF Capabilities
How we help trustees maintain strict regulatory compliance while growing retirement wealth.
Property Investment via Super (LRBA)
Advice on Limited Recourse Borrowing Arrangements (LRBAs) allowing your SMSF to borrow and invest in commercial or residential real estate.
Independent External Audit
Under SIS Act regulations, we coordinate with accredited independent ASIC-registered SMSF auditors to issue your unqualified compliance audit report.
Contribution Caps & Tax Offsets
Strategic guidance on concessional ($30,000) and non-concessional ($120,000) super contributions, bring-forward rules, and carry-forward unused caps.
Pensions & Retirement Drawdowns
Seamless transition from accumulation phase to account-based pensions with 0% tax on fund earnings and capital gains in retirement phase.
Have an existing SMSF requiring annual audit?
Transferring your fund to Tax Bridge Advisory is straightforward. Send us your prior year accounts for a quick compliance assessment.