Elevate your retirement with expert superannuation guidance
Simplify your SMSF accounting with modern technology — from setup to ongoing administration.
Ace Biz sets up and administers self-managed super funds (SMSFs) for clients across Australia who want control of their retirement savings — fund establishment, ongoing administration, financial statements and the annual return. We handle the accounting, compliance and tax, and work alongside your licensed financial adviser. Please note we provide SMSF accounting and administration, not investment or financial advice.
Overview
We help clients who want to take control of their retirement savings by setting up funds and providing ongoing administration, drawing on 12 years' experience.
We assist with the SMSF setup process, ensuring compliance with Australian tax laws. Please note we do not provide investment advice.
SMSF setup
Our SMSF specialist accountants handle the paperwork and the ATO side of a new self managed super fund, step by step, so the fund is compliant from day one.
Choose individual or corporate trustees, put the trust deed in place, and have each trustee sign their consent and ATO trustee declaration.
Register with the ATO as a regulated fund and obtain its ABN and TFN.
Open a bank account in the fund's name, and document a written investment strategy for the fund.
Keep the records, prepare the financial statements, arrange the independent audit by an approved SMSF auditor, and lodge the SMSF annual return.
What's included
FAQs
An SMSF is a private super fund you run yourself, with up to six members, giving you direct control over how your retirement savings are invested.
No. We handle the accounting, administration, compliance and tax for your fund — we don't provide financial or investment advice, and we're happy to work alongside your licensed financial adviser.
It depends on your balance, your appetite for the responsibility involved, and your goals. There's no legal minimum balance, but an SMSF tends to make more sense once you have enough to invest — we'll help you weigh it up honestly.
Keeping proper records, valuing assets at market value, preparing the fund's financial statements and lodging its annual return each year. We manage all of this for you.
An SMSF accountant keeps the fund's records, prepares its financial statements and member statements, calculates its tax, lodges the SMSF annual return and coordinates the annual independent audit — so you, as trustee, stay compliant.
The law doesn't require one, but as trustee you're responsible for the fund's records, financial statements, annual return and a yearly audit by an approved SMSF auditor. Most trustees use a specialist SMSF accountant so nothing is missed.
No. Each year an SMSF must be audited by an independent approved SMSF auditor, so we don't audit the funds we look after. We prepare the fund's accounts and annual return and coordinate the audit with an independent auditor, so you still deal with one team.
Yes. From our Norwest and Sydney CBD offices we look after funds across Sydney — including Parramatta and the Hills District — and work online with trustees elsewhere in Australia.
Book a discovery call and see how Ace Biz can help you move faster with more certainty.
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