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Lifetime SMSF provides specialist SMSF accounting and taxation services as a genuine alternative to a generalist accountant. SMSFs are the only thing we do, which means we bring the depth of experience a fund needs, not SMSF knowledge added on top of a broader accounting practice. Real-time reporting technology gives you visibility over your fund's position as it happens, supporting better decisions and stronger ongoing compliance.

SMSF Accounting

Our team of SMSF specialist Accountants use best-practice processes to keep your fund's records accurate and up to date. Using data feeds and our mailbox service, we give you access to accurate reporting without the constant back-and-forth of information requests

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Getting the Numbers Right

You, or your financial adviser, can't make good investment decisions without accurate, timely numbers. Our Accountants keep your fund's figures right and send you clear, easy-to-read reports directly, so you always know where your SMSF stands without having to chase it.

A focus on Compliance

We start processing your fund's data on 1 July every year, not nine months after the financial year ends. That means our clients' lodgements stay on time. Don't put your concessional tax rate at risk with an Accountant or Administrator who's constantly lodging late.

SMSF Taxation

As SMSF technical experts and Registered Tax Agents, we're well placed to help you navigate the complexity of your fund's tax obligations. When preparing Activity Statements and Tax Returns, our team of qualified SMSF taxation specialists keeps your fund compliant

Your Lodgements sorted

We start processing your fund data on the 1st of July every year, not 9 months after the end of the financial year. This means that our client's lodgements are always up to date. Don't put your concessional tax rate at risk by leaving your SMSF with Accountants and Administrators that are constantly lodging your SMSF Tax Return late.

Keeping up with changes

As a Chartered Accounting firm, we are required to spend many hours on professional development. This means that our team are kept up to date with all the changes relating to your SMSF and because SMSF is all we do, all of our professional development hours are spent on SMSF learning.

Frequently asked questions

Copyright LIfetime SMSF Pty Ltd | Privacy

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioners Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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