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SMSF Property

SMSF Accounting Services

Considering a self-managed super fund (SMSF) for your retirement investment? You will need an SMSF accountant who will help you set up the correct structure, keep records, and arrange an audit each year by an approved SMSF auditor.

 

Rise Accountants offers comprehensive SMSF administration services, ensuring compliance and peace of mind.

 

Read on to discover how we handle SMSF compliance matters, tax returns, audits, pension establishment, and more for our SMSF clients.

Book a no obligation, complimentary 15 minute Discovery Call with Rise Accountants today.

"Ash, Tyler and Korey have been fantastic in helping us both with our personal and SMSF accounting. Love everything being via digital service - but if you have a question, they're more than happy to jump on the phone to have a chat. Cannot recommend them highly enough! Thanks team." 

Alicia

SMSF Benefits

SMSF Administration

Ongoing SMSF Compliance Advice

Our SMSF tax team is constantly monitoring changes to superannuation legislation, taxation, and employer obligations. We help you prepare necessary documentation for your super fund tax returns to meet super due dates, ensuring compliance and maximising your super fund's benefits.

 

Rise Accountants manages the following for our super fund clients:

  • Preparation of annual financial accounts, including profit and loss statements, balance sheets, and members’ statements

  • Preparation of income tax returns

  • Facilitating independent audits for financial statements and income tax returns

  • Pension establishment administration

  • Super transfer balance account reporting

  • Facilitation of SMSF borrowing process administration

  • Facilitating the setup of the Super Fund

Our Network of Trusted Financial Advisors

 

Before setting up a Self-Managed Super Fund, we recommend speaking with a qualified, licensed financial advisor. We've built a network of trusted professionals across various industries and services. Contact us for a referral to our preferred SMSF investment advisors.

 

SMSF Administration Services

Upon advice from your financial advisor, we assist with the administration needed to establish and maintain your SMSF.

 

Superannuation Audits

Rise Accountants prepares the required files and supporting documents for independent auditors before lodging returns, ensuring audit compliance.

 

Preparation and Lodgement of Financial Documents

Our SMSF administration team can prepare and lodge necessary financial statements and tax returns for your SMSF account, including annual financial statements, tax returns, business activity statements, binding death nominations, investment strategy documents, and facilitating actuarial certificate preparation.

 

SMSF Pensions

We ensure compliance with minimum pension standards set by the Australian Taxation Office, helping you meet these requirements seamlessly.Make the Switch to Rise Accountants for Your SMSF Accounting, Tax and Administration. Speak with one of our self-managed super fund team members at Rise Accountants today.

Making The Decision

​Making The Decision


SMSFs can be a powerful tool for retirement planning and building a nest egg. They offer a unique opportunity for hands-on management and flexibility, but they also come with responsibilities.

 

If you're considering setting up a self managed super fund in Australia, or want guidance on whether it’s the right decision for you, Rise Accountants offer a free 15-minute Discovery Call to help answer your questions and explore the benefits and responsibilities involved. 
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Book Your Free Discovery Call

Are you looking for a team of expert advisors and strategists to help you rise to reach your Financial, Mind & Time freedom? Our team have what it takes to make a real difference through actionable insights and exceptional support.​ Book your free 15 minute discovery session to find out how we can help support you and your finances.

Read more in our Complete Guide to
Australian Self Managed Super Funds

CERTIFIED PRACTISING ACCOUNTANTS &
CERTIFIED XERO ADVISORS

Rise Accountants is a Tax Practioners Board Registered Tax Agent, represented by this TPBR  logo
Rise Accountants are Certified Practising Accountants, represented by this CPA logo
Rise Accountants are Xero Certified Advisors and Gold Champion Partners, represented by this Xero logo

LET'S START A CONVERSATION

Questions? Send us a message via the enquiry form or email

hello@risea.com.au

 

Give us a call Monday - Friday 8.30am-5pm

(07) 3130 8057

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​Rise Accountants Brisbane

Level 1, Suite A

14 Jordan Terrace

Bowen Hills QLD 4006

Find directions to Rise Accountants via Google Maps

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