Complete SMSF compliance support for trustees in Burwood and the Inner West.
Every SMSF must meet strict ATO and regulatory requirements throughout the year — not just at tax time. With over 25 years’ experience as a CPA accountant, I provide accurate, structured SMSF compliance services that ensure your fund remains fully compliant and properly documented.
Why SMSF Compliance Matters
SMSFs operate under strict rules. Non‑compliance can lead to:
- ATO penalties
- Loss of concessional tax treatment
- Incorrect member balances
- Contribution cap breaches
- Pension compliance issues
- Delayed audit completion
- Increased ATO scrutiny
My role is to ensure your SMSF stays compliant all year, not just at lodgement time.
What’s Included in SMSF Compliance Services
Your SMSF compliance is managed using a structured, ATO‑aligned workflow.
Year‑Round Compliance Monitoring
- Review of contributions
- Review of pension drawdowns
- Monitoring of investment restrictions
- Related‑party transaction checks
- In‑house asset compliance
- Market valuation requirements
Member Contribution Compliance
- Concessional contributions
- Non‑concessional contributions
- Catch‑up contributions
- Downsizer contributions
- Rollovers
- Cap monitoring and reporting
Pension Compliance
- Minimum pension calculations
- Transition‑to‑retirement pensions
- Account‑based pensions
- PAYG withholding (if applicable)
- Pension documentation
Investment Compliance
- Investment strategy review
- Market valuation compliance
- CGT tracking
- Segregated vs pooled asset review
- Related‑party loan checks
- Property compliance (if applicable)
Audit Preparation Support
- Year‑end documentation
- Bank statements
- Investment reports
- Member records
- Contribution summaries
- Pension schedules
Who This Service Is For
This SMSF compliance service is ideal for:
- SMSF trustees
- SMSFs with corporate trustees
- SMSFs with individual trustees
- Funds in accumulation phase
- Funds in pension phase
- Funds with property, shares, managed funds or complex investments
Whether your SMSF is simple or complex, I can manage your compliance accurately and professionally.
Optional Add‑On SMSF Services
Many trustees combine compliance with:
- SMSF Annual Return (SAR)
- SMSF contributions
- SMSF pensions & drawdowns
- SMSF audit coordination
- Investment reporting
- Year‑end trustee review
This creates a complete SMSF compliance solution.
Our SMSF Compliance Process
A simple, efficient workflow:
- Initial review We assess your SMSF structure, member balances, and compliance status.
- Year‑round monitoring Contributions, pensions, investments, and restrictions are reviewed regularly.
- Audit preparation All documents are organised for your SMSF auditor.
- Compliance corrections Any issues are identified and resolved before year‑end.
- Final compliance review Ensures your SMSF is ready for SAR preparation and lodgement.
Why Choose MPA Online
- CPA‑qualified accountant
- Registered Tax Agent
- Over 25 years’ experience
- Clean, accurate SMSF compliance
- ATO‑aligned processes
- Clear communication
- Fixed‑fee options available
Your SMSF stays compliant — every year.
Need Reliable SMSF Compliance Support?
If you want structured, accurate SMSF compliance throughout the year, I can help.