National SMSF Accounting and Tax Agent Services for SMSF trustees, Accountants, Tax agents, Administrators and Financial planners

Whether you manage your own SMSF or dozens for your clients, two things matter most – control and compliance.

You want to stay on top of things. But not get buried under paperwork. You want reports to be accurate, rules to be followed, taxes to be optimized, and audits to go smoothly. You don’t want surprises. And you don’t want to chase people for help.

That’s where we come in.

We’re eSMSF Accountant – your SMSF accountant and registered SMSF tax agent. We help you take care of the numbers, so you can focus on the big picture.

From setup to wind-up, we offer National SMSF Accounting for both trustees and professionals – whether you’re in Melbourne, or anywhere else in Australia.

Why choose eSMSF Accountant?

Because you need someone who knows this space inside-out.

We don’t do general tax returns. We don’t do company audits. We only work on Self-Managed Super Funds. That’s it.

So when you talk to us, you're not explaining what an ECPI or an LRBA is. You're not waiting on someone who needs to “check with the SMSF team.” You're speaking directly to the SMSF team.

• For trustees: We give you control without the confusion. You still make the decisions – we just take care of the red tape.
• For professionals: We become your backend. You grow, we scale with you. No long-term contracts. No handholding.

And yes, everything is done remotely – fast, clear, and 100% compliant.

National SMSF Accounting services for trustees

If you’re managing your own SMSF, you probably started because you wanted freedom. To choose your own investments. To control how your retirement money is used. To avoid high fees and slow responses.

But you quickly realise – it’s a lot to manage.

ATO rules, annual audits, contribution caps, pension reporting, asset revaluation… one slip, and you risk non-compliance.

Here’s what we do as your SMSF accountant and SMSF tax agent:

• Help you set up your fund (or transition from another provider)
• Prepare accurate year-end financials
• Lodge your SMSF annual return with the ATO
• Organise your independent audit
• Advise on contributions, pensions, and reserving strategies
• Ensure your fund meets all tax and regulatory obligations
• Handle property-related complexities (like LRBA loans)

And we explain things clearly. No jargon. No mystery. Just straight answers.

National SMSF Accounting services for professionals

If you’re an accountant, administrator or tax agent handling multiple SMSFs – you don’t need more staff. You need capacity.

You want to deliver quality service, stay on top of lodgment dates, and avoid burnout during audit season.

We plug into your workflow as your silent backend engine.

Our national SMSF accounting services include:

• Processing fund transactions daily or quarterly
• Preparing financial statements, member statements, and journals
• Preparing and lodging annual SMSF tax returns
• Coordinating annual audits
• Keeping track of contribution caps, pension minimums, and event-based reporting
• Working with your software – or ours (Class Super, BGL 360)

You stay in control of the client. We handle the numbers. Clean. Accurate. On time.

SMSF Tax agent services you can trust

We’re not just accountants. We’re registered with the Tax Practitioners Board and specialize in SMSFs.

That matters because SMSFs are different from standard tax clients. Mistakes here don’t just lead to penalties – they could make the whole fund non-compliant.

When you work with us, you get:

• A dedicated SMSF tax agent who knows your fund inside-out
• Timely lodgments with the ATO
• Help with tax-effective contributions and pensions
• Ongoing support with any ATO correspondence
• Full compliance with Superannuation Industry (Supervision) Act requirements

Whether you're a trustee or a professional managing multiple funds, our tax team is on your side.

Why we don’t outsource (and why that’s important)

We take on SMSF outsourcing work – but we don’t outsource any part of it ourselves.

All our SMSF accountants and tax agents live and work within Australia.

That means:

• Your data stays in Australia
• Your fund is handled by someone who understands local tax law
• You get answers in real time – not across time zones
• No communication gaps or delays
• Consistent service and full accountability

You get the benefits of outsourcing without losing control or quality. And you never have to worry about who’s actually doing the work.

SMSF outsourcing benefits for professionals

If you're running a small or mid-sized accounting firm, outsourcing your SMSF workload can free up time, improve your bottom line, and help you deliver better results.

With eSMSF Accountant as your backend:

• You keep the client relationship
• You control the presentation and delivery
• You cut overheads and training costs
• You scale up or down as needed

We provide:

• Financial statement preparation
• Annual return lodgment
• Audit coordination
• Software-based fund administration

It’s a simple, efficient way to expand your SMSF services without adding pressure on your team.

SMSF outsourcing benefits for trustees

Outsourcing your SMSF compliance doesn’t mean giving up control. You still make the big decisions. You still choose the investments. But we make sure the back-end runs smoothly.

Here’s what outsourcing gives you:

• Less time spent on paperwork
• No missed lodgment deadlines
• No guesswork with ATO rules
• Lower risk of penalties or errors
• More time to focus on your investment strategy

And because everything is handled by Australian professionals, you get support that’s relevant, quick, and easy to understand.

How SMSF outsourcing improves your accounting process

When you outsource your SMSF accounting, your process becomes tighter, cleaner, and more transparent.

We work with cloud-based platforms like Class and BGL 360, which means:

• Transactions are automatically matched to source data
• Reporting is real-time and audit-ready
• No lost emails or misplaced files
• Less room for manual errors

Whether you're a busy trustee or an accountant juggling dozens of funds, outsourcing with the right partner simplifies your workflow and improves turnaround times.

Frequently asked questions

Do you work with both trustees and professionals?
Yes. We support trustees who manage their own SMSF, and also provide backend services for accountants, tax agents, and SMSF administrators.

Do you handle SMSF setup and windup?
Yes. We can help start your fund, take over from another provider, or assist in closing down your SMSF correctly.

Can I still manage investments if I outsource accounting?
Absolutely. You remain in full control of investment decisions. We just take care of compliance, accounting, and tax reporting.

Is everything handled in Australia?
Yes. Our entire team is based in Australia. We don’t outsource overseas.

What platforms do you use?
We use Class Super and BGL Simple Fund 360, depending on your preference.

How do I get started?
Simple. Just call us or fill out our contact form. We'll walk you through what’s needed.