Need SMSF Accounting services?

SMSF accounting services. Leading cloud software to track SMSF performance online anytime, from anywhere and any device. Annual reporting and tax return. Personalised expert advice from Your (own) Super AccountantInvestment flexibility. Low fees. Excellent value.

  • $0 to transfer an existing fund
  • $550(1st yr) / $990pa SMSF Accounting services (including annual financial reports and tax return)
  • $0 extra for pension accounts
  • $0 for unlimited Transactions
  • $0 for unlimited ‘Investments’ via data feeds (from 350+ integrations)
  • $0 for ten other ‘Investments’ not via data feed
  • $30 per extra non-feed  ‘Investments’ – if required
  • $390 Independent Annual Audit – by 3rd Party

Click HERE for details in our Fee Schedule.

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More Value for Less Money

  • SMSF accounting includes comprehensive sett of annual financial reports, ATO dealings and Tax Return.
  • Industry leading SMSF Administration software, with daily updates and 24X7 Access.
  • Investment Flexibility. Choose your own (compliant) investments.
  • We don’t limit, or steer, clients to specific bank accounts, trading accounts, term deposits or other investments (which can add fees and limit investment returns).
  • Direct access to expertise of Your SMSF Accountant.
  • Investment Reports, including details of investment purchases, disposals, income, movements, year end valuations and Pie Charts.
  • SMSF accounting prepares member reports, detailing contributions, pensions (if applicable), SMSF balances and tax components for each member.
  • SMSF accounting provides financial reports, advance calculation of your SMSF’s tax liability / refund and drafts associated trustee minutes/ resolutions.
  • We facilitate a truly independent 3rd party audit.
  • Flexibility to choose the timing of your annual tax smsf accounting and return.
  • Independent Advice available from YRA. Please refer to our Financial Advice page for details.
  • See the SMSF Setup Advice web-page if you’re thinking about a SMSF. There may be better options.

Industry leading SMSF accounting cloud software

  • …BGL’s Simple Fund 360 – available from anywhere, anytime & any device (iPhone, iPad, Android, windows).
  • Track net investment performance trends against benchmarks.
  • Track contributions against caps and pension withdrawals.
  • Daily investment updates – including ASX  and Unlisted Unit Trust data.
  • Links from more banks and brokers than any other SMSF software. Flexibility to choose your own.
  • Digital signing technology – paperless SMSF admin.
  • Secure, reliable hosting in Australia from Amazon Web Services.
  • Contract note service uploads buy and sell transactions.
  • Registry Data confirms holdings. 
  • Integration to auditors, actuaries and advisors (if you permit).
  • Securely invite anyone to view fund data and download reports.

Monitor Investment Performance

View a live snapshot of your SMSF’s overall investment performance – taking dividends and market movement into account. Make comparisons to benchmarks such as the S & P/ASX 200.

Investment Dashboard

Real-time investment information including:

  • Value of each investment and category
  • Investment Performance
  • Trends Vs Benchmarks (eg S&P/ASX 200)
  • Projected Investment Strategy
  • Actual Investment Allocation (current and prior year)

Contribution Dashboard

The Contribution Dashboard displays all contribution amounts of all active members for a particular financial year.

Pension Dashboard

Real-time Pension account information, including:

  • Pension Account Balances
  • Minimum amounts (and amount required)
  • Maximum amounts (and amount required)
  • Gross Drawdowns for the period
  • Pension Forecasts

We guarantee 100% privacy. Your personal information will not be shared.

PO Box 296 Magill SA

08 7127 7471

Enquire now