Enjoy your retirement life to the fullest.

At Equinox Accounting we offer accounting, bookkeeping and taxation services for self-managed super funds. We also offer financial planning for SMSFs through Equinox Financial Planning. To find out more click here. Or get in touch with our SMSF specialist, Paul Johnson.

Making SMSF Easier

We use Class Super software which allows us to accurately capture data directly from your bank, investment platforms and other sources. This saves a lot of time and energy at tax time. And additionally leaves you with a lot more time to plan your retirement lifestyle! Our SMSF accounting services make managing your SMSF obligations easy!

SMSF Accounting Services

Our SMSF accounting packages include:

  • Live access to your fund via Class Super
  • Set up and maintenance of data feeds
  • Monthly processing of financial information
  • Preparation of the annual financial statements
  • Preparation and lodgment of the income tax return
  • Preparation and lodgment of business activity statements
  • Preparation of trustee’s minutes of meetings
  • Storage and maintenance of the secretarial volume
  • Attending to secretarial compliance requirements
  • Discussions with you about your financial statements and tax return
  • Email and phone advice and support as needed

And, through Equinox Financial Planning we also offer financial planning for SMSF. This includes helping you determine if a SMSF is right for you, strategy, insurance advice and helping you invest. We can manage the setting up of a new SMSF and ensure that all the reporting obligations are met. For more information on our SMSF financial planning services click here.