Enquire Today In Sydney
Contact Us
Sydney SMSF Accountants
A Self-Managed Superannuation Fund (SMSF) allows trustees to take direct control of their retirement savings — but with that control comes a higher level of responsibility. The Garis Group’s SMSF accountants in Sydney provide support across every stage of the process, from initial setup through to ongoing compliance, reporting and fund strategy.
Our service is designed to ease the administrative load while maintaining strict alignment with ATO and superannuation regulations. This includes managing annual audits, documentation, and complex reporting requirements.
With over 30 years of experience, our team helps ensure that SMSF trustees have the clarity and structure required to make informed decisions and meet their obligations confidently. For SMSF accountants who understand Sydney's regulatory landscape, contact The Garis Group on (02) 4969 4699.
Navigating SMSFs with Confidence
Managing a Self-Managed Superannuation Fund involves far more than choosing investments. Our SMSF accountants in Sydney assist trustees in meeting these responsibilities with clarity and care.
- Fund Establishment: Guidance on setting up an SMSF correctly, including registration with the ATO.
- Ongoing Compliance: Supporting regulatory requirements such as annual audits, financial reporting, member contributions and pension obligations.
- Investment Administration: Assistance with managing fund transactions, maintaining asset records and ensuring decisions align with SMSF rules.
- ATO Lodgements: Preparation and submission of annual returns, activity statements and required documentation for full ATO compliance.
- Strategic Oversight: Insights into fund performance and legislative changes impacting long-term outcomes.
With The Garis Group, trustees have access to the knowledge and structure needed to manage their SMSF with confidence. Enquire today to speak with an SMSF accountant in Sydney.
Nature's Symphony
How Can We Help You Build Your Future?
Contact Us
Frequently Asked Questions
Who regulates SMSFs in Australia?
SMSFs are regulated by the Australian Taxation Office (ATO). Trustees are legally responsible for complying with ATO regulations, including reporting, investment restrictions, contribution limits and audit requirements.
What are the reporting obligations for SMSFs?
Each SMSF must lodge an annual return with the ATO, which includes financial statements, member contributions, income tax reporting and audit confirmation. Trustees must also maintain up-to-date records for a minimum of five years.
Can an SMSF purchase commercial property?
Yes. SMSFs may invest in commercial property, provided the investment meets the sole purpose test and is permitted under the fund’s trust deed. Any property purchase must also comply with strict rules regarding arm’s length transactions and valuation requirements.
What does an SMSF accountant do?
An SMSF accountant assists with the setup, compliance, administration and reporting requirements of a Self-Managed Superannuation Fund. This includes preparing financial statements, lodging annual returns, coordinating audits and ensuring the fund meets all regulatory obligations under ATO and superannuation law.
