Doyen Chartered Accountants | Small Business Tax & Accounting, Bookkeeping & Payroll

Chartered Accountants

SMSF administration

Service 04

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SMSF &
Administration

Tailored superannuation solutions to help you build, manage, and protect your retirement wealth with confidence. We support individuals, employers, and SMSF trustees with clear advice, compliance support, and ongoing administration.

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SMSF Services Include

—   SMSF suitability assessments and establishment advice

—   End-to-end SMSF setup and structuring

—   Trust deed ordering and implementation

—   Annual SMSF financial statements

—   SMSF Income Tax Return lodgement

—   Member statements and trustee minutes

—   Coordination of annual independent audits

—   ATO liaison on all SMSF matters

Overview

Expert SMSF Support
from Setup to Retirement

We provide tailored superannuation solutions to help you build, manage, and protect your retirement wealth with confidence. We support individuals, employers, and SMSF trustees with clear advice, compliance support, and ongoing administration — making superannuation simple and stress-free.

SMSF Setup & Establishment

—   SMSF suitability assessments

—  End-to-end SMSF setup

—   Trust deed ordering and implementatio

—   ATO registration and ABN/TFN applications

Annual Administration

—   Annual financial statements

—   SMSF Income Tax Return lodgement

—   Member statements preparation

—   Trustee minutes and resolutions

Compliance & Audit

—   Coordination of annual independent audits

—   ATO compliance and correspondence

—   Trustee obligation guidance

—   Regulatory reporting and lodgements

SMSF Advisory

—   Cash flow, risk, and investment analysis

—   Pension phase —   documentation support

—   Contribution strategy advice

—   Transition-to-retirement planning

Is an SMSF Right for You?

We conduct thorough suitability assessments to determine if an SMSF aligns with your retirement goals.

Audit Coordination

We coordinate annual audits through trusted independent partners, ensuring full ATO compliance.

Ongoing Trustee Support

We guide trustees through their obligations year-round, providing clarity on regulatory requirements.

Build Your Retirement Wealth
with Confidence

SMSF compliance and advisory made simple.

Call +61 2 7813 7881
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