SMSF guides

Understand the different services, prepare questions and compare what a provider offers before you get in touch.

These guides provide general information, not financial, tax or legal advice.

How to Choose an SMSF Accountant

4 min read

A practical checklist for comparing SMSF accountants, checking registrations and agreeing the work included in your quote.

4 min read

Understand SMSF accounting work, annual reporting, audit coordination and the questions to ask before engaging an accountant.

5 min read

Compare SMSF accounting quotes by scope, exclusions and total cost, with a checklist for one-off and ongoing charges.

4 min read

Compare SMSF accounting and administration by the work delivered, and use a responsibility checklist to avoid overlap and gaps.

4 min read

Understand SMSF administration packages, record collection, reporting coordination and the limits to clarify before signing.

5 min read

Prepare an SMSF advice brief, check an adviser’s registration and compare advice scope, fees and product relationships.

5 min read

Understand the independent SMSF audit, how to check an auditor and how to prepare records and handle audit queries.

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