SMSF
SMSF accounting, administration & tax returns
A self-managed super fund needs yearly accounts, member statements and an SMSF annual return. Business Mantra Accountants prepares them and arranges the independent audit, so your fund meets its obligations.
Delivered by
Business Mantra Accountants
Chartered accountants and business advisors
With help from SMSF Genius
On this page
Who it’s for
SMSF trustees
Trustees who want their fund’s yearly compliance done for them.
New SMSFs
Funds setting up their administration for the first time.
Funds changing accountant
Trustees looking for a new accountant.
What’s included
Annual accounts
Financial statements and member statements.
SMSF annual return
Preparing and lodging the return, including tax and the supervisory levy.
Audit arranged
Arranging the yearly audit by an approved SMSF auditor.
Contributions and pensions
Recording contributions, rollovers and pension payments.
How it works
Records
You provide bank statements, investment records and contribution details.
Accounts
The accounts and member statements are prepared.
Audit
An independent auditor audits the fund.
Lodgement
The annual return is lodged after the audit.
Good to know
Auditor independence
The auditor must be independent of whoever prepares the fund’s accounts. Ask how this is checked for your fund.
Advice is separate
Advice about whether an SMSF suits you, or its investments, comes from a licensed adviser such as Wealth Mantra’s.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Answers are general information, not personal advice.
Reviewed by a registered tax agent at Business Mantra Accountants · Last updated 6 October 2026
Insights
Guides from the group’s specialists
SMSF
The Complete SMSF Trustee Compliance & Audit Guide: ATO Rules, Investment Strategy, and Auditor Independence
What SMSF trustees must do each year: the sole purpose test, an investment strategy, the choice of individual or corporate trustee, and an audit by an independent approved auditor.
SMSF Genius · 4 min read
Important information
General information only: it does not take your personal circumstances into account.
Services described here may be subject to eligibility, professional registration or licensing requirements. Confirm the relevant scope and documents directly with Business Mantra Accountants, SMSF Genius before proceeding.
Next step
Ready to talk aboutSMSF accounting, administration & tax returns?
Tell us a little about your situation and we’ll pass it to the Business Mantra Accountants team.
