SMSF Accounting Services
Running your own super fund gives you control, but it also brings a long list of compliance obligations the ATO takes very seriously. At Apex Accounting Solutions, we have spent more than three decades helping Melbourne trustees stay compliant, audit-ready and confident their fund is structured to deliver the retirement they had in mind.
From newly established funds through to mature SMSFs paying multiple pensions, our SMSF accountants in Melbourne handle annual financials, tax returns, audit coordination, contribution caps and pension strategies — so you can focus on the long-term picture rather than the paperwork.
Our Services
Most SMSF trustees we work with want the same thing: a fully compliant fund and a clear picture of where things stand heading into retirement. Our SMSF accounting services cover tax, audits and strategy end-to-end, with one team who knows your fund inside and out.
Annual fund tax returns, member statements, contributions reporting and trustee minutes — every ATO and SIS Act obligation handled on time.
Independent annual audits coordinated with registered SMSF auditors, with clear reporting on any issues so you can fix them before the ATO does.
Account-based pensions, transition to retirement strategies and minimum payment calculations, all structured around your fund's position and what retirement actually needs to look like for you.
Caps, timing and reporting handled correctly, so contributions stay within the limits, with coordination alongside your financial adviser where relevant.
What It’s Like to Work With Apex
Every SMSF engagement at Apex is led by a senior accountant with deep technical knowledge of superannuation legislation, so you get experienced guidance from someone who works with trustees every day.
Every client works with a dedicated team member who understands your fund’s history, your investment strategy and your compliance obligations, and provides timely advice as legislation changes.
We reach out before contribution caps, pension minimums or audit deadlines become a problem. Annual planning sessions, quarterly check-ins and a standing line to your SMSF accountant mean your fund stays compliant and on strategy.
Our Process
We start with a free consultation to understand your business, current setup, and what you need — from tax and bookkeeping to structure and compliance.
We review your financials, clean up anything needed, and set up the right systems and accounting platforms to keep everything accurate and compliant.
We manage your ongoing accounting, BAS, and tax, while providing proactive advice and support throughout the year as your business grows.
Testimonial
Book a free consultation with our team today and discover how specialist SMSF accounting can keep your fund compliant and on track for the retirement you have planned.
Our SMSF accounting services cover the full annual lifecycle: preparation of financial statements, member statements, the SMSF annual return, GST and PAYG where applicable, independent audit coordination, actuarial certificates for pension funds, and ongoing trustee support.
Yes. Software handles the data, but an SMSF specialist handles the compliance, the audit, the pensions and the strategy. SMSFs are governed by the SIS Act and the ATO regulates trustees personally, so getting this wrong can be expensive. It’s why most trustees choose to work with a dedicated SMSF accountant rather than try to manage it solo.
Fees depend on the complexity of your fund, number of members, investment types, whether you are in pension phase, and whether you need an independent audit. Most trustees move to an annual fee so there are no surprises. Book a free consultation for a transparent quote on our SMSF accounting services.
Yes — switching SMSF accountants is straightforward. We request your prior year working papers and audit, review your trust deed and investment strategy, and take over the next return cycle with no break in compliance.
We coordinate independent SMSF audits using registered ATO auditors. Where your fund's accounts are prepared by us, we engage a separate independent auditor to maintain compliance with auditor independence rules. This separation is a core part of how our SMSF accounting services are structured.
At a minimum you will get an annual planning conversation and a year-end review. Trustees on our advisory plan speak with us at least quarterly, and our team is always contactable between sessions when contribution caps or pension changes come up.
