Self-Managed Superannuation Accounting Services

Self-Managed Super Experts

Self-managed superannuation funds (SMSFs) are one of the fastest-growing sectors in the financial landscape—and one of the most complex. At Tony Smith & Associates, we help clients across the Central Coast of NSW take control of their retirement through expert, compliant, and personalised SMSF services. If you're considering managing your own super, our experienced team provides the support and guidance you need to ensure everything runs smoothly, efficiently, and within ATO regulations.

Our Services

SMSF Setup

Setting up an SMSF involves several legal and administrative steps. We guide you through:

  • Trust deed creation
  • Member and trustee structure
  • ABN and TFN registration
  • ATO notifications and compliance registration

We'll help ensure your fund is properly structured from the start and aligned with your financial goals.

Compliance & Regulatory Advice

Keeping your SMSF compliant is essential to avoid penalties and maintain its tax concessions. We provide ongoing support with:

  • Understanding superannuation laws and trustee responsibilities
  • Advice on investment restrictions and contribution caps
  • Record keeping and documentation requirements

Our team stays up to date with legislative changes to keep your fund fully compliant year-round.

Tax Preparation & Lodgement

We take care of all SMSF taxation matters, including:

  • Annual return preparation and lodgement
  • Calculation of taxable income and deductions
  • Management of member contributions and pensions
  • Ensuring accurate reporting to the ATO

Our tax expertise ensures your SMSF benefits from all available concessions and operates within regulatory requirements.

SMSF Audits

All SMSFs are legally required to be audited annually by an independent auditor. We:

  • Refer you to a qualified SMSF auditor
  • Coordinate and prepare the necessary documentation
  • Support you in responding to audit queries

We make the process simple and efficient while maintaining full compliance with ATO standards.

Is an SMSF Right for You?

SMSFs are ideal for individuals who want more control over their super investments—but they aren’t for everyone. We help you understand the responsibilities, benefits, and risks to determine if an SMSF is the right fit for your retirement strategy.

Self-Managed Super Enquiries

Let Tony Smith & Associates help you take charge of your super. Contact our Central Coast team today for expert advice on setting up and managing your self-managed superannuation fund.