Our SMSF Accounting and Taxation services provide you with an alternative to using your Accountant. We are SMSF experts, it is all we do and we have seen it all. We use state of the art technology to make real-time information available to you for better decision making and better SMSF compliance.

SMSF Accounting

Our team of SMSF expert Accountants use best practice approaches to keep your fund up to date. Accessing data feeds and via our mailbox service, we can provide you with access to accurate reporting without constant questions and requests for information.

Move your SMSF to Lifetime SMSF

Getting the Numbers Right

You or your Adviser can't make investment decisions without having accurate and timely numbers available to you. Our Accountants are top of their game and get the numbers right and make them available to you via a simple to use App.

A focus on Compliance

Keeping your SMSF compliant is our number one focus. Whether we are creating documents or preparing your numbers we are long term focussed to ensure that we can avoid costly and unwanted outcomes now and well into the future.

SMSF Taxation

As SMSF technical experts and Tax Agents, we are best placed to help you navigate the complexities of your SMSF. When preparing Activity Statements and Tax Returns, our team of qualified SMSF taxation experts will assist you in keeping your SMSF compliant.

Transfer your SMSF to us

New SMSF

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.