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SMSF

What We Do

SMSF Accountants

Adding some certainty to your retirement has just got easier with our cloud based fixed fee SMSF administration services from $99 per month…

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SMSF Audit

We are here to support you in keeping your clients on the right track. For peace of mind, engage an independent ASIC registered SMSF auditor from $350 per fund…

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SMSF Advice

Not sure if a SMSF is right for you? Find out how we can help you achieve your retirement goals by talking to one of our authorised & licensed SMSF advisers.

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Premium Support

Have a question? No problem! We provide unlimited support from qualified Chartered Accountants and recognized SMSF Specialists Advisers. Who better to help?

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Setting up an SMSF

So what do you need to consider?

Setting up an SMSF can be complicated. Not getting it right can materially affect your financial situation and retirement plans.

The first question you need to be sure about is whether an SMSF is the right fit? Seeking specialised financial advice can help you answer this question.

Advice

Powerful Features

SMSF Administration

  • + Fund Setup
  • + Daily online investment reporting
  • + Annual Financial Statement
  • + Annual Tax Returns
  • – lets go – View Listing

SMSF Audit

  • + ASIC Registered SMSF Audit 
  • + Daily online inves

    SMSF Advice

    • + ASIC licence SMSC Advice
    • Chartered Accountants

      • + Business Advisory
      • + Daily online inves
      • ASIC Registered Auditors

        Elegant Themes – San Francisco, California – View Listin

ASIC Registered Auditors

Elegant Themes – San Francisco, California – View Listing

UX Researcher

Divi Corner – San Francisco, California – View Listing

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“I am in awe of how well they communicate what is needed in order to manage our fund compliantly. My questions are always answered promptly and clearly. The paperwork we need to sign is provided with all the information pre populated so we basically review and sign. Also proactive alerting us when we need to take action because of certain activities within the fund. Best customer service I have experienced and this industry is NOT a simple one. Well done”

“My wife and I are very pleased with this company. Professional and friendly approach, always ready to answer our questions. We highly recommend Guy and his team to our friends. Great people to work with.”

“SMSF Options thank you! Professional and easy to deal with, smooth set up of SMSF and fantastic value.”

Google Review – Michelle Kendall

Success

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Industry News

Tax Agent Disclosure Statement

Tax Agent Disclosure Statement

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you.

2024/25 Federal Budget

2024/25 Federal Budget

Insights into the recently announced 2024 Australian Budget. The Federal budget presents a number of significant challenges and short-term solutions that may have long-lasting impacts on our financial stability and future planning.

Office

PO Box 170
TUGUN QLD 4224
Australia

Contact Us

  • hello@smsfoptions.com
    (07) 5521 0029