SMSF

SMSF Accountant (Self Managed Superfund)

One stop shop for your SMSF accounting needs in Brisbane & the Gold Coast

.Is your super fund set up correctly? Has super fund employed all the available tax strategies for your changing circumstances? Are you paying exorbitant fees? The wrong super set-up and strategies will cost you thousands.

Your circumstances may have changed, so your SMSF set-up must reflect any changes.
Appointments can be conducted over the phone or face to face in one of our 3 convenient locations:
Milton, Southport or Eight Mile Plains.





    SMSF Solutions that Save You Time & Money

    Australian taxation law is among the most complex in the world, and SMSF tax is one of the most difficult areas. Your SMSF annual tax return is more than an income tax return. It requires accurate super regulatory information, member contributions and members balance reports. Cha will personally assist you with your SMSF.

    We utilise specialised technology and personal expert service to provide a comprehensive, timely and value for money service. All work done in Australia.

    SMSF - Simple Fund

    Term Deposit / Cash Only
    from $770 once off
    • Annual Tax Return
    • Financial Statements
    • Meeting Minutes
    • Auditor Fee From $330 to $440

    SMSF - Medium Fund

    Property and / or Small Share Portoflio
    from $1320 once off
    • Annual Tax Return
    • Financial Statements
    • Meeting Minutes
    • Newly Bought Property (Additional $220)
    • Auditor Fee From $330 to $440

    SMSF - Complex Fund

    For share portfolio, capital gains and property
    from $2200 once off
    • Annual Tax Return
    • Financial Statements
    • Meeting Minutes
    • Rental Properties (Additional $550)
    • Auditor Fee From $330 to $440
    All tax return prices are indicative only and dependent on your business needs.
    Call us for a customised quote.

    Affordable SMSF tax returns

    Not just another SMSF accountant. Go beyond what normal accountants know about super fund.

    Cha is well-versed in all superannuation, investment and financial planning matters. She was a financial planner at Suncorp & CBA for 15 years before being an accountant for the last 10 . Cha has outstanding knowledge in super rules and strategies, giving you unparrarel benefits as she is not only ensuring that super compliant but not missing on tax strategise saving you thousands. You are in the right hands.

    Cha has seen so many occassions where the super not converted to the pension resulting in thousands tax paid for many years. Also seen, wrong trustee set up creating a stressful and complicated work on the death of one trustee. Contact Cha if you wish her to review your current SMSF set-up or look at your SMSF financial statements and tax return. 

    What Our Customers Say

    Google Rating
    4.8
    Based on 46 reviews
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    At CHA Accountants, we know exactly how SMSFs work and Cha can help you create the best set-up.

    Compliant SMSF Setup
    • Set up your SMSF correctly for ease of administration and compliance.
    • Ensure that the SMSF has the correct trustee and a smart and tax-effective estate plan.
    • If your fund did not have assets in the first year it was registered, it may not need a return lodged for that year.
    • Support from a licensed financial planner and affordable lawyer.
    • Work with your financial adviser to get the best possible outcome.
    SMSF administration
    • Bookkeeping and Maintenance of your share registers.
    • Benefit payment and pension calculation & documentation.
    • Preparation of annual financial reports.
    • Preparation of member benefit statements.
    • Preparation and lodgement of income tax and regulatory returns
    • Attending to the ASIC annual company statement
    • Facilitation of all audit requirements through a fast affordable independent external auditor.
    Tax Advice
    • Providing advice on tax implications of your strategies.
    • Ongoing advice on SMSF compliance matters.
    • Set up your pension fund without delay.
    • Expertise and timelines in the preparation of statutory and reporting, including financial statements and lodgement of tax returns.
    • Advice you of any changes in super rules so that your super fund remains compliant.
    • Proactive advice when Cha sees fit.
    Compliant SMSF Setup
    • Set up your SMSF correctly for ease of administration and compliance.
    • Ensure that the SMSF has the correct trustee and a smart and tax-effective estate plan.
    • If your fund did not have assets in the first year it was registered, it may not need a return lodged for that year.
    • Support from a licensed financial planner and affordable lawyer.
    • Work with your financial adviser to get the best possible outcome.
    SMSF administration
    • Bookkeeping and Maintenance of your share registers.
    • Benefit payment and pension calculation & documentation.
    • Preparation of annual financial reports.
    • Preparation of member benefit statements.
    • Preparation and lodgement of income tax and regulatory returns
    • Attending to the ASIC annual company statement
    • Facilitation of all audit requirements through a fast affordable independent external auditor.
    Tax Advice
    • Providing advice on tax implications of your strategies.
    • Ongoing advice on SMSF compliance matters.
    • Set up your pension fund without delay.
    • Expertise and timelines in the preparation of statutory and reporting, including financial statements and lodgement of tax returns.
    • Advice you of any changes in super rules so that your super fund remains compliant.
    • Proactive advice when Cha sees fit.
    Starting your SMSF

    We are able to set up your SMSF correctly . Who will be the trustee for the SMSF. Who can be members? What assets can be invested in the SMSF? Does your SMSF need to register for GST. Wrong super set-up and strategies will cost you thousands

    Running your SMSF

    Your circumstances may have changed, so your SMSF set-up must reflect any changes.  The SMSF might no longer has to pay tax. Act quickly. We have seen the delay which has costed the clients about $100K in tax. 

    Growing your SMSF

    Our accountants
    help lodge overdue tax returns for individual, partnership, company, trust and super fund. All available deductions are explored to ensure that you pay less tax possible or get the most tax refund. 

    Late lodgement

    For whatever reasons, you are late with your lodgements, we can help. We have completed many late SMSF tax returns, some go back as far as from  20 years. We have completed them without any problem or audit from the ATO. Matter of fact, we get the best support from the ATO. 

    Starting your SMSF

    We are able to set up your SMSF correctly . Who will be the trustee for the SMSF. Who can be members? What assets can be invested in the SMSF? Does your SMSF need to register for GST. Wrong super set-up and strategies will cost you thousands

    Running your SMSF

    Your circumstances may have changed, so your SMSF set-up must reflect any changes.  The SMSF might no longer has to pay tax. Act quickly. We have seen the delay which has costed the clients about $100K in tax. 

    Growing your SMSF

    Our accountants
    help lodge overdue tax returns for individual, partnership, company, trust and super fund. All available deductions are explored to ensure that you pay less tax possible or get the most tax refund. 

    Late lodgement

    For whatever reasons, you are late with your lodgements, we can help. We have completed many late SMSF tax returns, some go back as far as from  20 years. We have completed them without any problem or audit from the ATO. Matter of fact, we get the best support from the ATO. 

    Frequently Asked Questions

    You can be fined with late lodgement penalties from $180 to $900. You can also be be charged with an administrative penalty that is equal to 75% of your tax liability. We have seen fines of up to $25,000. The ATO can prosecute you, the maximum penalty which can be applied on prosecution is now $9,000 or imprisonment for up to 12 months.

    With up-to-date records,  you can manage your cash flow better. Smart tax strategies can be implemented and used to make structured tax savings. You won’t miss out on getting any one-off payment from the government from time to time. You would pay the correct amount of child support and can borrow money from the bank.

    We can deduct our fees out of your refund if you have no tax, child support and Centrelink debt. Our fees are also fully tax-deductible so you will be able to claim our fees on your next tax return. You can also pay for our service with a payment plan.

    A pleasant surprise for some clients who get a large unexpected tax refund. For clients with a tax bill,  we can negotiate a payment plan with the ATO. No funds to pay the tax bill should not be a reason for not lodging your late tax returns.

    Southport, Gold Coast Office
    Milton, Brisbane Office

    Let's Talk

    Schedule a call today to learn the strategies our clients use to get incredible results without having to reinvent the wheel – and how you can, too!