SMSF Accountants in Brisbane
Take Control of Your Retirement With Expert SMSF Support
A Self-Managed Superannuation Fund (SMSF) gives you greater control, flexibility and investment choice when planning for retirement. You decide how your super is invested, whether in shares, property, cash or managed funds, and you can put highly personalised retirement strategies in place. However, running an SMSF comes with significant trustee responsibilities, strict ATO compliance obligations and the need for a clear, well-documented investment strategy.
At FinTax Partners in Greenslopes, Brisbane, we provide end-to-end SMSF administration, tax and compliance services for individuals and families across Queensland who want a more hands-on approach to their retirement savings. From fund setup through to pension phase, our team helps keep your SMSF compliant, tax-efficient and aligned with your long-term goals.
We make SMSF management straightforward, combining our expertise in superannuation compliance, taxation and administration to remove the complexity and give you confidence in your fund.
Our SMSF Services Include
SMSF Setup & Structuring
Establishing your fund correctly from day one, including trust deed preparation, trustee registration, TFN and ABN application and the ATO election.
Annual Compliance & Administration
Preparation of annual financial statements, member statements and SMSF annual returns, lodged in line with ATO requirements.
SMSF Audit Coordination
Arranging the mandatory independent annual audit of your SMSF through an approved SMSF auditor.
Contributions & Tax Support
Administration and tax support for concessional and non-concessional contributions, contribution caps and pension phase, within the SIS Act framework.
Investment Compliance
Guidance on keeping SMSF investments compliant, including the sole purpose test and the SIS Act investment rules for property, shares and managed funds.
Pension & Retirement Administration
Setting up and administering account-based pension income streams and transition-to-retirement (TTR) arrangements for members.
Asset Protection & Succession
Helping keep your SMSF assets protected through binding death benefit nominations, aligned with your broader estate plan.
SMSF Property Support
Guidance on holding residential or commercial property within your SMSF, including limited recourse borrowing arrangements (LRBAs) and compliance.
Why Choose FinTax Partners for SMSF Services?
- Specialist SMSF knowledge: superannuation compliance (SIS Act), ATO SMSF obligations and SMSF tax
- Registered Tax Agents, so all SMSF tax returns and ATO correspondence are handled compliantly
- Integrated estate planning and SMSF support: binding death benefit nominations, pension administration and wealth transfer
- SMSF property experience, including LRBA structures for property held within super
- Proactive compliance monitoring to help your fund avoid costly ATO penalties or breaches
- Local Brisbane SMSF specialists based in Greenslopes, serving trustees across Queensland and nationally
FinTax Partners provides SMSF administration, taxation and compliance services. Personal financial product advice, including advice on whether an SMSF is right for you and specific investment recommendations, is provided only under appropriate licensing or by referral to a licensed financial adviser.
We support SMSF trustees across Brisbane, including Greenslopes, Coorparoo, Holland Park, Camp Hill, Carindale, Mount Gravatt, Wishart and the wider Southside, as well as trustees across Queensland and nationally.
Frequently Asked Questions
SMSF running costs typically include accounting and administration fees, audit fees, ASIC fees (for corporate trustees) and the ATO supervisory levy. We provide transparent, competitive SMSF administration and compliance packages. Contact us for a tailored quote based on your fund’s complexity.
Yes. An SMSF can hold residential investment property or commercial property, provided it complies with the SIS Act, including the sole purpose test and the rules on related-party transactions. Business real property can generally be acquired from related parties for business use. We provide SMSF property compliance support and can assist with Limited Recourse Borrowing Arrangements (LRBAs).
Trustees must prepare an investment strategy, lodge an annual SMSF return, have the fund audited by an approved auditor each year, observe contribution cap rules and comply with the SIS Act investment and benefit-payment rules. Non-compliance can lead to significant ATO penalties or fund disqualification. We manage these requirements on your behalf.
An SMSF can have individual trustees or a corporate trustee (a company with members as directors). A corporate trustee often offers advantages such as cleaner asset titling, simpler member changes and reduced administration. We can advise on the right trustee structure for your circumstances.
Whether to set up an SMSF is a personal financial decision that can involve licensed financial advice. We provide the administration, tax and compliance side, and we can work with your licensed financial adviser, or refer you to one, for that part of the decision.
Ready to Set Up or Manage Your SMSF in Brisbane?
Book a consultation with the FinTax Partners SMSF team, or call (07) 3073 1567.