Our Specialties
SMSF Trustees

Our Specialties

certificate-logo2 certificate-logo7

Ready to find out more?

Call us now to discuss your SMSF needs with a member of our team.

Request a Call Back
An SMSF administration service could free up more of your retirement time. Making investment decisions, paying a supervisory levy, preparing financial statements, and auditing records are just a few of the day-to-day tasks that you carry out as a trustee when you oversee your own SMSF.
At QBA, we provide a complete financial service for our clients that helps to remove the burden of these complexities.

Our team is made up of tax advisors and ASIC registered agents with specialist SMSF knowledge. By teaming with us, we can help you reach your investment strategy goals and objectives while staying on top of your auditing, compliance and tax obligations throughout the year.

Sheeja Sugatha Kumar

Sheeja Sugatha Kumar

Managing Partner and SMSF Specialist
Meet Sheeja Meet Sheeja

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 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.

Client Testimonials

" Excellent service and has a wealth of knowledge relating to tax. Looks after our personal and investment properties as well as our self managed super fund. Even during COVID our matters were dealt with professionally and we were given a number of ways to be able to submit our paperwork with follow up emails. Thank you for making the process smooth and hassle free. "
Rita
Rita Danaher
" The team at Qualita Business Accounting are the best in there field. Sheeja & Naj are amazing and are always solely focused on helping me and my business grow. Friendly, professional and all round just great at what they do. Very Highly recommended!!! "
Ijaz Buksh
Ijaz Buksh
" Helped me with 3 company tax returns in one day and did an awesome job. Will be using them again! "
Scott Goldsmith
Scott Goldsmith

Let's Talk

Contacts

Address

Level 1, Suite 2/43-45 Memorial Ave, Liverpool NSW 2170, Australia