SMSF | Forge Accountants

A Self-Managed Super Fund (SMSF) offers greater control over your retirement savings, but that control comes with important compliance and administrative responsibilities.

At Forge, we provide the technical expertise and ongoing support required to help your fund meet its obligations. From fund establishment through to annual reporting and compliance, we help ensure your SMSF remains structured, compliant, and operating as intended.

Our role is to manage the complexities behind the scenes, giving you confidence that your fund's accounting and taxation requirements are being handled correctly.

Self-Managed Super Fund Establishment

Establishing an SMSF requires careful planning and the right professional guidance. Before a new fund can be established, a licensed financial planner must provide a Statement of Advice (SOA) confirming that an SMSF is appropriate for your circumstances and objectives. Once this advice has been obtained, we manage the technical establishment process and ensure your fund is structured correctly from the outset.

Fund Registrations & Administration

Getting the foundations right is essential to the ongoing success of your SMSF. We manage the key registrations required to establish and operate your fund, including TFN and ABN registrations, while ensuring the appropriate administrative requirements are met from day one.

Annual Financial Statements

Most accounting relationships focus on what has already happened. Business Edge is designed to help you navigate what's next. Through regular reviews and strategic conversations, we identify opportunities and challenges before they become costly problems.

Self-Managed Super Fund Tax Returns

SMSFs have specific taxation obligations that require specialist attention. Our team prepares and lodges your fund's annual Income Tax Return, ensuring compliance with current legislation and helping minimise the administrative burden placed on trustees.

Independent Audit Coordination

Every SMSF is required to undergo an annual independent audit. We coordinate the audit process through our network of qualified external auditors, helping ensure your fund meets its obligations while simplifying the process for trustees.

Ongoing Compliance Support

Managing an SMSF is an ongoing responsibility, not a once-a-year exercise. As regulations evolve and reporting obligations change, we provide ongoing support to help trustees remain compliant and confident. From annual requirements to day-to-day questions, we're here to help ensure your fund continues operating as intended. Because greater control over your superannuation also comes with greater responsibility.

Self-Managed Super Funds.

Helping you manage your SMSF with confidence.

SMSF compliance is stronger when supported by ongoing guidance.

A stronger way forward starts here.