Self-Managed Super &
SMSF Compliance
Your super, your control. Numberz handles every ATO obligation — from fund establishment and annual returns to independent audit and pension phase planning — so you invest with confidence.
Australian Standards
Stay compliant, grow your super.
From establishment through to annual compliance, audit, and retirement-phase planning — Numberz handles every aspect of your Self-Managed Super Fund so you can focus on building wealth.
Every fund lodged on time, every year.
"Numberz transformed our financial reporting. We now have real-time visibility into our cash flow and absolute confidence during tax season."
SMSF Establishment & Setup
- Trust deed preparation & execution
- ATO registration & TFN/ABN for the fund
- Trustee structure advice (individual vs corporate)
- Investment strategy drafting
Annual Compliance & Financial Statements
- SMSF Annual Return (SAR) preparation & lodgment
- Financial statements & member statements
- Contribution reporting & caps monitoring
- Transfer Balance Cap (TBC) tracking
Independent SMSF Audit
- ATO-mandated independent audit each year
- Compliance & financial position review
- Audit report (Part A & Part B sign-off)
- Contravention identification & rectification advice
Pension & Retirement Planning
- Account-Based Pension (ABP) commencement
- Minimum pension payment calculations
- Accumulation-to-retirement phase transition
- Actuarial certificate (defined benefit funds)
Investment Strategy Review
- Annual investment strategy documentation
- Risk profile alignment & diversification review
- In-house asset rule compliance check
- Related-party transaction assessment
Limited Recourse Borrowing (LRBA)
- LRBA structure & bare trust setup
- Arm's-length loan compliance review
- Property acquisition feasibility within SMSF
- Ongoing loan repayment & compliance monitoring
A clear path to SMSF compliance.
Our structured workflow ensures your fund meets every ATO obligation while giving you the freedom to invest on your terms.
Free SMSF Discovery Call
We discuss your superannuation goals, existing fund structure (or intentions to establish one), and current trustee obligations in a complimentary 30-minute session.
Fund Setup or Health Check
For new funds, we prepare the trust deed, register with the ATO, and draft your investment strategy. For existing funds, we audit compliance history and identify any outstanding obligations.
Annual Compliance & Reporting
Our team prepares your financial statements, member statements, and SMSF Annual Return. We coordinate the independent audit and lodge everything with the ATO on time.
Ongoing Strategy & Support
Year-round support for contribution cap monitoring, pension commencement, investment strategy reviews, and LRBA compliance — so your fund stays on track for retirement.
Common SMSF Questions
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financial operations?
Join the Australian businesses moving beyond basic bookkeeping to strategic financial management. Experience the difference of a true finance partner.
“Numberz transformed how we view our financial data. It's like having a CFO in our pocket.”