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

Take control of your retirement savings

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.

What you get

Compliant setup and ongoing administration.
Members & pensions tracked and reported.
Financials & tax returns prepared and lodged.

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What's included

Our core services

Accounting & Compliance

Transaction documentation
Asset valuation
Income & expense categorisation

Pension Administration

Pension setup & documentation
Minimum pension calculations
Member payment reporting

Financials & Tax Returns

Financial statement preparation
Tax deduction analysis
Supporting tax lodgments

Members Statement & Analysis

Account balance reconciliation
Investment performance evaluation
Contribution analysis

Wind-up Compliance

Asset distribution
Tax obligations closure
Regulatory filing completion

Roll-out Process

Fund rollout
Tax advisory
ATO procedure & compliance

FAQs

Frequently asked questions

What is a self-managed super fund?

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.

Do you give investment or financial advice?

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.

Is an SMSF right for me?

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.

What are my ongoing SMSF obligations?

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.