SMSF accounting in Perth

Clear support for your fund’s accounting and reporting

Managing a self-managed superannuation fund involves keeping financial records organised and understanding the fund’s reporting requirements.

Stewart Private Accounting provides SMSF compliance and reporting services as part of our accounting and taxation offering. We discuss your fund’s circumstances and the work required before agreeing the scope of your engagement.

Discuss the support your fund needs

• SMSF accounting and financial reporting.
• Annual compliance and reporting requirements.
• The records needed to prepare your fund’s accounts.
• Superannuation questions relevant to your broader tax and financial circumstances.

Discuss independent audit arrangements when agreeing the work. We clarify which accounting and reporting services we provide and how the separate audit will be handled.

Experienced accounting and tax support

Bradley Stewart’s background includes advising privately owned businesses and high net worth individuals, with a particular focus on superannuation within their wider tax and wealth-management circumstances.

Bradley is a Chartered Accountant, Chartered Tax Adviser and Registered Tax Agent. Learn more about our team and experience.

Records to prepare for your fund’s accounting work

Start with the latest accounts and annual return, bank and investment statements, purchase and sale records, contribution and benefit-payment details, and pension documents where relevant. Property holdings may require lease, expense and valuation evidence. Have the trust deed, amendments and trustee or member changes available. We confirm the records relevant to your fund and the work agreed.

Accounting and independent audit are separate

An SMSF’s annual audit must be performed by an approved SMSF auditor who meets independence requirements. Accounting preparation does not replace that audit. We clarify audit arrangements, responsibilities and any separate fees when discussing your engagement. See ASIC’s SMSF auditor information.

Moving from another accountant

Tell us about your fund, existing accounting and audit arrangements, deadlines and outstanding work. With your authority, we can discuss the handover records needed. We agree the scope and fees before the engagement; completion timing depends on the information and matters requiring attention.

Can you tell me which investments to buy?

This page describes accounting and tax support. Any request for personal investment advice needs separate consideration of the advice required and the appropriate licensed adviser.

Fees and engagement scope

Your fund’s investments, pensions, transaction volume, record quality and outstanding work affect the accounting scope and quote. Confirm the annual accounts, return and other reporting included, along with responsibility for valuations and independent audit arrangements. Audit fees and separate advice should be clarified explicitly. See how we agree fees.

Common questions

Can I discuss an existing SMSF with your team?

Yes. Contact us with an outline of your fund and the accounting or reporting support you are seeking.

What information should I have ready?

Your recent fund accounts and details of the current arrangements are a useful starting point. We will confirm the records required for the work being discussed.

Does an accounting engagement automatically include an audit?

The scope should be agreed explicitly. Ask us to clarify the accounting, compliance, reporting and audit arrangements for your fund.

Can I also discuss my business and personal tax needs?

Our wider services include accounting and taxation and tax planning. Let us know which areas you would like to discuss.

Speak with our Perth team

Visit Stewart Private Accounting at Level 1, 9 The Esplanade, Perth WA 6000. Call (08) 6454 0235 or send an enquiry.

Stewart Private Accounting
Led by Bradley Stewart, Chartered Accountant, Chartered Tax Adviser and Registered Tax Agent.