Our approach

Our team will give you a checklist of what you need to do, when you need to do it, and will also send reminders to your mobile phone and by email. When you use our SMSF administration service, you can expect us to:

• Prepare your SMSF financial statements
• Prepare and lodge SMSF tax returns
• Help you abide by trustee rules
• Keep accurate records
• Value your SMSF assets at market value
• Meet legal obligations
• Remind you to pay the annual SMSF supervisory levy
• Have your records audited by a registered SMSF auditor

If you have used your SMSF to invest in property or you intend to, we can connect you to a financial advisor who can also advise you on complexities such as:

• Minimum liquidity requirements
• Negative gearing
• Meeting conditions of release
• The types of purchases you can and cannot make

Why choose QBA for your SMSF administration

QBA’s clients rely on our team’s up to the minute knowledge to answer their questions about how changes in the Federal Budget, SMSF rules and to the economy (such as COVID-19) that could potentially affect their fund.

We can provide the accounting services in Sydney and solution required to manage your SMSF. When you meet with us, we listen to your goals and objectives and gain a deep understanding of your financial situation before guiding you with clear and accurate advice about how to proceed.

We can provide you with the ongoing administerial support that’s critical to the long term success and health of your SMSF.