SMSF Accounting & Compliance

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    • SMSF Accounting Services

      Specialist Accounting for Your Self-Managed Super Fund

      Managing an SMSF gives you control, but it also demands precision, especially when it comes to your fund’s financials. At Zimsen Partners, our SMSF accounting services focus exclusively on what matters most: accurate reporting, tax compliance, and strategic financial insights to help you grow your retirement wealth with confidence. As a trusted SMSF accountant in Melbourne, we help trustees across Australia meet their financial reporting obligations while making informed decisions about their fund’s performance.

    Partner with Specialist SMSF Accountants

    With an SMSF, you’re not just managing investments, you’re responsible for detailed financial reporting, tax compliance, and understanding how your fund’s financials affect its future performance. That’s where an experienced SMSF accountant becomes essential.

    We do more than just tick the compliance boxes. Our accounting team gives you clear, timely financial data, helps you understand your fund’s position, and supports you in making smarter, tax-efficient investment decisions.

    Leading the Way in Industry Innovation

    Explore our SMSF Accounting Services

    Annual SMSF Accounting & Financial Reporting

    Preparation of compliant financial statements and reports for audit and tax purposes.

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    SMSF Tax Return Preparation & Lodgement

    Timely and accurate tax returns in accordance with ATO requirements and SMSF-specific rules.

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    Ongoing SMSF Compliance Monitoring

    Stay ahead of changes with regular compliance reviews and support for trustee obligations.

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    SMSF Investment Tracking & Performance Reporting

    Insightful reports and analysis of your fund’s investment income, capital gains, and overall asset performance.
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    SMSF Tax Planning & Strategic Advice

    Year-round support to help reduce tax liabilities, manage contributions effectively, and plan for key milestones like EOFY or retirement.

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    Support for SMSF Property & Equities Accounting

    Specialised accounting for SMSFs with direct property or share portfolios, including capital gains and income reconciliation.

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    Zimsen Partners: Your SMSF Accounting Partner

    We specialise in SMSF accounting services tailored for individuals and families who want more control over their superannuation. Whether you’re managing your existing SMSF or seeking a smarter way to approach retirement planning, our team is here to help you stay on track, meet your obligations, and make informed decisions about your financial future.

    • Melbourne-Based, Australia-Wide Reach

      While based in Melbourne, we work with SMSF clients across Australia, providing tailored, responsive service you can count on.

    • Over 25 Years of Accounting Expertise

      Our firm combines technical SMSF knowledge with decades of real-world tax and advisory experience.

    • Long-Term Relationships

      We value partnerships, not transactions. Many of our SMSF clients have been with us for years.

    • Holistic Financial Support

      Our accountants, business advisors, and tax specialists work together to ensure every financial angle is considered.

    Speak to one of our SMSF Accountants Today

    Whether you’re starting your SMSF journey or looking to switch to an accountant who delivers smarter support, we’re here to help.

    Book a free consultation today and discover how our SMSF accounting services can help you build a stronger financial future.

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    Frequently Asked Questions

    Can you help me understand the financial performance of my SMSF?

    Yes. We provide detailed reporting on investment performance, income, capital gains, and member balances so you can track how your fund is performing.

    SMSF Accounting & Compliance

    How often do I need to lodge SMSF returns?

    SMSFs must lodge an annual return with the ATO, which includes financial statements, audit reports, and tax obligations.

    SMSF Accounting & Compliance

    Can you help me set up a new SMSF?

    Yes. We guide you through setup, registration, structuring, and investment strategy development.

    SMSF Accounting & Compliance

    What are the tax advantages of using an SMSF?

    An SMSF allows for strategic tax planning around contributions, income, and capital gains, especially when paired with good advice.

    SMSF Accounting & Compliance

    How can I optimise my SMSF for tax before EOFY?

    We offer pre-June 30 reviews to help maximise deductions, plan contributions, manage pension phase transitions, and meet compliance deadlines.

    SMSF Accounting & Compliance

    Can my SMSF invest in property, and how does that affect the accounting?

    Yes, your SMSF can invest in property, but it must meet strict compliance requirements. As SMSF accountants, we provide tailored guidance on property investment strategies, help you navigate borrowing structures (if applicable), and ensure your fund remains compliant with ATO regulations, while aligning your investment with your broader retirement goals.

    SMSF Accounting & Compliance

    What’s involved in winding up an SMSF?

    We’ll assist with final reporting, audits, rollovers, and ATO lodgements to ensure the exit process is smooth and compliant.

    SMSF Accounting & Compliance
    SMSF Accounting & Compliance
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