SMSF Accountant – Setup, Accounting & Compliance
From setting up your self-managed super fund to annual accounts, tax returns and audit coordination, UV TAX helps SMSF trustees stay organised and compliant – in person or 100% online, anywhere in Australia.
✔ IPA member · Registered Tax Agent✔ Fixed-fee quotes✔ Australia-wide
Our SMSF services
SMSF setup
Trust deed, trustees, ABN/TFN and bank account. From $1,800 + GST.
Learn more →Annual accounts & tax return
Financial statements, member statements and the SMSF annual return.
Learn more →SMSF restructuring
Changing trustees, members or your fund’s structure.
Learn more →Rollovers & wind-up
Rolling benefits in or out and closing your fund properly.
Learn more →What trustees are responsible for
- Following the sole purpose test – the fund must be run to provide retirement benefits
- Having a written investment strategy and reviewing it regularly
- Keeping fund money and assets separate from personal and business assets
- Following rules on related parties, in-house assets and borrowing
- Getting an independent annual audit and lodging the annual return on time
- Keeping proper records and minutes
Is an SMSF right for you?
An SMSF gives you control, but it also brings legal responsibilities, costs and time. It may suit people with a reasonable balance who want to manage their own investments and are comfortable with the trustee duties. We explain the costs and responsibilities in plain English before you decide.
How we work with you each year
Collect records
Bank, investment and contribution records uploaded securely.
Prepare accounts
Financial statements and member statements.
Independent audit
We coordinate the audit with an ASIC-registered SMSF auditor.
Lodge return
We lodge your SMSF annual return and explain the results.
⚠️ General information only – not financial advice. This page is general information about SMSF accounting and tax and does not consider your objectives, financial situation or needs. UV TAX does not provide financial product advice about whether to set up an SMSF, roll over your super or make particular investments – for that, please speak with a licensed financial adviser. UV TAX does not perform SMSF audits; every SMSF must be audited by an independent, ASIC-registered SMSF auditor. Super rules and caps change regularly.
Talk to us about your SMSF
Free consultation and a fixed-fee quote before we start.
0466 268 405Frequently asked questions
How much does it cost to set up an SMSF?
Our SMSF setup starts from $1,800 + GST. We give you a fixed quote before we start, including what is and isn’t included.
How many members can an SMSF have?
An SMSF can have up to six members. All members generally need to be trustees or directors of the corporate trustee.
Should my SMSF have a corporate trustee?
Many funds choose a corporate trustee because it can make changes in members easier and keeps assets clearly separate. We explain the pros and cons for your situation.
Do you audit SMSFs?
No. Every SMSF must be audited each year by an independent, ASIC-registered SMSF auditor. We prepare your accounts and coordinate the audit with an independent auditor.
Can my SMSF buy property?
It can, if the trust deed and investment strategy allow it and the strict rules are followed – including rules on borrowing and related parties. Talk to us before you sign anything.
Related
General information current as at November 2026.