Expertise
Years of experience in SMSF accounting and tax compliance, across property, listed and unlisted assets.
HomeSMSF
Self-managed super
We provide specialised SMSF services — both establishment and ongoing tax compliance. Set the fund up right and the admin becomes routine. Set it up wrong and it follows you for a decade.
- Establishment
- Deed to ABN
- Annual
- Returns & statements
- Audit
- Independent, coordinated
- Reporting
- ATO compliant
Services/ 01
Set it up. Keep it clean.
Two halves of the same job. We can take a fund from nothing, or pick up one that's already running and tidy it up.
01 / Establishment
Getting the fund started
Everything required to get a compliant fund off the ground and registered with the ATO.
- Establishment of the trust deed
- SMSF trustee setup
- ABN & TFN registration
- Compliance check
02 / Ongoing
Keeping it compliant
The annual cycle, handled — so the fund keeps its concessional tax status year after year.
- Annual tax returns
- Independent audit coordination
- Financial statements
- Tax advice & guidance
- Regulatory updates
Why Bold/ 02
Why trustees stay with us
SMSF compliance is unforgiving. What you want is someone who catches the problem in July, not the following May.
Personalised service
Every fund is different. We tailor the service to the trustees, the assets and the stage of the fund.
Compliance focused
Strict adherence to ATO regulation and the SIS Act, so your fund keeps its concessional tax status.
Transparency
Clear, upfront communication on what we do and what it costs. No unexplained line items.
An important distinction
Bold Accounting provides accounting and tax services for SMSFs. We do not provide financial advice. We won't tell you what to invest in, whether an SMSF is right for you, or how to structure your retirement — that's the job of a licensed financial adviser, and we're happy to refer you to one.
SMSF
Talk to us about your fund
- Thirty minutes, no charge
- Confidential, and no obligation
- A straight answer either way
Setting one up, or unhappy with how the current one is being handled? Either conversation takes about half an hour.