Managing an SMSF offers control and flexibility, but it also requires careful attention to tax law, record-keeping and regulatory responsibilities. Our SMSF services focus on keeping your fund compliant, well-documented and supported with practical guidance throughout the year. We help trustees understand their obligations and maintain accurate records so the fund can operate smoothly and with confidence.
We prepare annual Self-Managed Superannuation Fund (SMSF) tax returns in line with Australian Taxation Office (ATO) reporting requirements and current superannuation legislation. Our focus is on accuracy, completeness, and clear supporting documentation to ensure your fund’s reporting obligations are met with confidence.
Our SMSF tax return preparation includes:
▪Reviewing member balances, contributions and pension details to ensure correct classifications and treatment
▪Preparing income, expense and investment schedules including earnings from fund assets
▪Documenting capital gains and losses
▪Confirming fund reporting aligns with current legislation thresholds, and compliance expectations
We aim to deliver accurate and timely preparation of returns, with clear presentation for clients to reduce the risk of late lodgements, queries or amendments.
SMSFs are subject to strict annual compliance and audit requirements. Managing this process correctly is essential to maintaining the fund’s complying status and avoiding regulatory issues.
We assist by:
▪Coordinating the independent annual audit including engaging with our approved SMSF auditor
▪Preparing and providing required documentation and liaising with the auditor throughout the review process
▪Supporting trustees with ASIC obligations including company trustee administration where applicable
▪Assisting with rectification and follow up should compliance issues or auditor queries arise
Our role is to keep the compliance process organised, structured, and on schedule, so trustees are not left managing audit requirements on their own.
For clients establishing a new SMSF, we support the initial setup and administrative obligations required to operate the fund correctly.
Our SMSF administration support includes:
▪Preparing trust deeds with our authorised third party legal team and completing registrations in line with regulatory requirements
▪Organising ABN and TFN applications
▪Providing all documentation to assist in establishing the SMSF bank accounts
▪Maintaining ongoing documentation, including trustee minutes and resolutions
We meet with trustees regularly throughout this process to ensure they understand their set up and continuous administrative responsibilities. This helps establish clear systems to support long-term compliance.
We assist trustees with the transition to pension phase and the ongoing administration of pensions and withdrawals. Accurate calculations and documentation are critical to maintaining compliance during this stage of a fund’s lifecycle.
Our support includes:
▪Calculating minimum pension requirements in line with current legislative thresholds
▪Preparing pension commencement documentation and trustee minutes
▪Updating member balances and fund records as pensions and withdrawals occur
▪Ensuring withdrawals comply with superannuation law
We help trustees maintain accurate records as circumstances and balances change over time.
Understanding and managing contribution limits is an important part of SMSF administration. We assist trustees by providing guidance and accurate documentation to support compliant contributions.
Our assistance includes:
▪Concessional and non-concessional contribution reporting
▪Assessing eligibility for catch-up contribution where applicable
▪Explaining contribution caps and timing considerations
▪Documenting contributions correctly for year-end and compliance reporting
This helps ensure contributions are processed correctly, recorded accurately, and remain within allowable limits.
We provide SMSF-specific taxation advice which focuses on the tax implications of your advised financial decisions to assist in operating a healthy and compliant fund.
Our guidance includes:
▪Tax treatment of SMSF income and expenses
▪Capital gains matters related to fund investments
▪Reserve strategies within permitted legislative frameworks
▪Related-party rules and compliance considerations
Please note, we do not provide financial product advice. Our role is administration, taxation and compliance only; however, we work closely with your licensed advisers when required and can refer you to some preferred financial advisors if requested.
We assist trustees with the SMSF components of estate planning to help ensure fund documentation aligns with broader succession intentions.
Our support includes:
▪Reviewing binding death benefit nominations
▪Documenting successor trustee arrangements where applicable
▪Ensuring SMSF records align with estate instructions
Where required, we coordinate with legal or licensed advisers to keep the fund’s documentation consistent and compliant.
Are you considering starting a self-managed super fund or would like to understand if this is the right option for you? Our SMSF specialised accounting team can provide an objective assessment to help you make an informed decision, whether you are a new or existing client.
We discuss:
▪Explaining trustee responsibilities and ongoing obligations
▪Reviewing likely costs and administrative requirements
▪Discussing fund structure and scenario considerations
▪Offering an informed, practical assessment based on your circumstances
This process helps individuals understand the practical implications of managing an SMSF before committing to the structure.
We support trustees through a structured annual workflow, including documentation reviews, audit coordination and year-end reporting. Throughout the year, we remain available to answer questions and provide guidance when circumstances change.
Clients can expect:
▪Organised processes and clear communication
▪Accurate reporting and compliance documentation
▪Practical explanations of trustee obligations
▪A consistent and reliable point of contact
Book an appointment with our team to discuss your accounting, bookkeeping, or business needs.
Whether you prefer to meet in person or online, we’re here to make the process simple and straightforward
‘Trevor Pearcey House’, Level 1, Unit 20, 34 Thynne Street, Bruce ACT 2617
Office Hours: Mon – Fri | 9:00 AM – 5:00 PM
Vanzwan Accounting Plus acknowledge the Ngunnawal people as the Traditional Custodians of the land on which we live and work. We pay our respects to their Elders—past, present, and emerging—and extend this to all Aboriginal and Torres Strait Islander peoples today.
© 2026 Vanzwan Accounting Plus Pty Ltd ABN 28 008 647 078 AFSL 488274 Vanzwan Accounting Plus Pty Ltd
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We provide tax and compliance services, bookkeeping, payroll, business advisory, and SMSF administration for individuals and small to medium businesses. Services are tailored to suit your circumstances and needs.
Fees vary depending on the services required and the complexity of your situation. We provide transparent pricing and can issue a quote once your requirements are understood.
Bookkeepers manage day-to-day financial records, while accountants focus on tax, reporting, and advice. Many clients use both to stay organised and compliant throughout the year.
Most businesses benefit from daily, weekly or monthly bookkeeping, depending on transaction volume. Regular bookkeeping supports accurate reporting and reduces issues at BAS and year-end.
We specialise in cloud-based systems such as Xero and BGL, but also support other software’s when required.
You should keep invoices, receipts, bank statements, and records relating to income and expenses. Most records must be retained for at least five years.
A Business Activity Statement (BAS) reports GST and other tax obligations. Businesses registered for GST are generally required to lodge BAS.
Yes. We assist with catch-up and clean-up bookkeeping where records are incomplete or inaccurate, as well as providing revival services for individuals and businesses behind in lodgements.
Yes. While we are based in Canberra, we assist clients Australia-wide using secure cloud based systems.
Yes. Changing accountants is typically straightforward. We manage the transition process, including transferring records and liaising with the ATO and your previous accountant, to ensure continuity.
It is helpful to bring identification, income statements, bank interest details, receipts for deductions, and any documents relating to investments, rental properties, additional income or business activities. If you are unsure what applies to your situation, we can advise prior to your appointment.
Once your tax return is lodged, the ATO will assess it and issue a Notice of Assessment. This outlines the outcome, including any refund or amount payable, which our office will forward to you for filing or action.
There is free reserved parking at the front and rear of our building, as well as free public parking at the nearby shops.
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