SMSF Accounting Port Stephens

A self-managed superannuation fund (SMSF) gives you control over how your retirement savings are invested, but it also comes with responsibility. At Port Stephens Accounting & Business Advisors, we help you set up and manage your SMSF with confidence, ensuring everything is done correctly from day one. With more than 20 years of accounting experience, we guide trustees through the rules and requirements, so you can enjoy the benefits of a SMSF without the stress of navigating complex regulations on your own.

SMSF Setup

Starting a SMSF can feel overwhelming, but we make the process straightforward. We assist with:

  • Establishing your SMSF structure
  • Preparing the trust deed and required documentation
  • Registering your fund with the Australian Taxation Office (ATO)
  • Setting up your fund’s bank account and electronic service address
  • Explaining your obligations as a trustee in plain language

We’ll ensure your fund is compliant from the beginning, saving you time and avoiding costly mistakes.

SMSF Accounting & Administration

Once your SMSF is running, we provide ongoing accounting and administration support, including:

  • Preparing annual financial statements and member reports
  • Lodging tax returns and regulatory forms with the ATO
  • Monitoring contributions and pensions to ensure compliance
  • Recording investments and fund transactions
  • Providing regular updates and tailored advice to help you stay on top of your obligations

Why Work With Us

Experience you can trust
Over two decades helping clients manage their finances and superannuation.

Clarity and confidence
We explain complex SMSF rules in simple terms.

Complete support
From setup through to annual reporting and audits, we cover every stage.

Local and approachable
Based in Port Stephens, we’re available when you need us.

About

Our staff are motivated by the desire to contribute to our client’s success and we pride ourselves on maintaining the highest level of customer service for all of our valued clients.

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