SMSF Accounting and Annual Return Preparation.
Ibex Tax Consultants provides self-managed super fund accounting, compliance and annual return preparation for Canberra and Central Coast trustees — keeping your SMSF records accurate, current and ATO-ready.
A plain English explanation
A self-managed super fund (SMSF) is a private superannuation fund that you manage yourself — or with up to five other members. Unlike industry or retail super funds, an SMSF gives members direct control over how the fund is invested.
With that control comes responsibility. SMSF trustees are legally obligated to manage the fund in accordance with superannuation laws, maintain proper records, lodge returns and have the fund audited each year by an approved SMSF auditor.
The ATO is the regulator of SMSFs in Australia. Non-compliance can result in the fund losing its tax concessions, being made non-complying or trustees facing personal penalties.
Annual compliance obligations
- Prepare annual financial statements for the fund
- Lodge an SMSF annual return with the ATO each year
- Have the fund audited by an approved SMSF auditor
- Maintain accurate investment and contribution records
- Ensure investments comply with the fund’s investment strategy
- Meet minimum pension payment requirements where applicable
How Ibex Tax Consultants supports SMSF trustees
Ibex Tax Consultants handles the accounting and compliance side of your SMSF — so you can focus on managing your fund's investments with confidence.
SMSF Annual Accounts
Preparation of annual financial statements for your SMSF, including the statement of financial position, operating statement and member statements.
SMSF Tax Return
Preparation and lodgement of the SMSF annual return with the ATO, including income tax, regulatory information and member benefit reporting.
SMSF Audit Coordination
Coordination with an approved independent SMSF auditor to meet the mandatory annual audit requirement. Ibex Tax Consultants prepares the accounts and audit file for the auditor.
Trustee Support & Record-Keeping
Guidance on record-keeping requirements, investment strategy documentation, contribution tracking and ensuring the fund's records are complete and ATO-compliant.
Who Ibex Tax Consultants works with on SMSF
Ibex Tax Consultants supports SMSF trustees who want their fund's accounting and compliance managed by a registered tax agent. We work with funds that hold investments such as shares, managed funds, cash and property. New trustees setting up an SMSF are also welcome — we can guide you through the first-year requirements.
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Ibex Tax Consultants provides SMSF accounting and compliance support, including preparation of annual financial statements, SMSF tax returns and audit coordination. SMSF investment advice — including advice on what assets your fund should hold or how to structure investments — is provided by licensed financial advisers. If you need investment advice for your SMSF, Ibex Tax Consultants can refer you to an appropriate adviser.
Enquire about SMSF accounting support.
Ibex Tax Consultants can manage the accounting, compliance and annual return for your self-managed super fund. Book an appointment to discuss your SMSF needs.