Self-Managed Super Fund Services

SMSF setup, accounting, administration and compliance for Australian trustees. We handle the numbers so you can focus on building your retirement.

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SMSF Support That Keeps You On the Right Side of the ATO

Running a self-managed super fund gives you more control over your retirement savings, but it also comes with real responsibilities. As a trustee, you are accountable for making sure the fund is run correctly, the records are accurate, and all reporting is done on time. Missing an obligation or getting the accounting wrong can lead to serious problems with the ATO, including fines and loss of the fund’s tax concessions. That is a lot to manage on top of everything else.

At HelloLedger, we work with SMSF trustees across Australia to take the hard work out of compliance and administration. We prepare your annual financial statements and tax returns, coordinate the independent audit, and make sure your fund meets its reporting deadlines. Whether you are setting up a new fund, running one that has been going for years, or thinking about winding one up, we give you the support and guidance you need at every stage.

SMSF ACCOUNTING SPECIALISTS
Why Australian Trustees Trust Us With Their SMSF

Accurate Annual Accounts

We prepare your SMSF financial statements and tax return to the standard required by the ATO and your independent auditor.

ATO Compliance Covered

We track your reporting obligations and lodge everything on time so your fund keeps its tax-exempt status and you avoid penalties.

Audit Ready Every Year

We keep your records in the right shape throughout the year so the annual audit process is straightforward, not stressful.

Practical Trustee Guidance

We explain your obligations as a trustee in plain English so you always know what is required and what is coming up.

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WHAT WE DO FOR YOUR SMSF

The full picture of SMSF administration involves significant ongoing work. Every year, your fund needs financial statements prepared, an annual return lodged with the ATO, and an independent audit completed. Contributions must be tracked correctly, and if members draw a pension, minimum payment requirements and reporting obligations apply. Furthermore, asset valuations for property or shares must be accurate and properly documented. Getting any of this wrong puts the fund’s compliance at risk, which carries serious consequences for trustees and members alike.

At HelloLedger, we take over the accounting and administration of your SMSF so nothing gets missed. We prepare your annual financial statements to audit standard, lodge your SMSF annual return, and handle all coordination with the independent auditor. We also assist with contribution tracking, pension calculations, and ensuring your investment strategy documentation is in order. Whether you are a new trustee navigating your obligations or running an established fund that needs bringing up to date, we ensure your SMSF remains fully compliant and properly managed.

Take Control in 3 Simple Steps

Book a Free Chat

Tell us about your fund. Whether you are just setting one up, already running one, or dealing with something specific, we will listen and let you know exactly how we can help.

We Take Over the Administration

We set up the right processes for your fund, take over the accounting and compliance work, and get everything in order. If there are gaps or backlogs to address, we sort those out first.

Grow Your Retirement Savings with Confidence

With your SMSF properly looked after, you can focus on the investment decisions that matter while we handle the compliance work behind the scenes.

No more tax headaches. No more guessing. Just solid support to help your business move forward.

Call Us Now Book Online

Take Control in 3 Simple Steps

Book a Free Chat

Tell us about your fund. Whether you are just setting one up, already running one, or dealing with something specific, we will listen and let you know exactly how we can help.

We Take Over the Administration

We set up the right processes for your fund, take over the accounting and compliance work, and get everything in order. If there are gaps or backlogs to address, we sort those out first.

Grow Your Retirement Savings with Confidence

With your SMSF properly looked after, you can focus on the investment decisions that matter while we handle the compliance work behind the scenes.

No more tax headaches. No more guessing. Just solid support to help your business move forward.

Call Us Now Book Online

Is Your SMSF Getting the Attention It Needs

The Old Way

  • Scrambling every year to get records together for the accountant
  • Trustee obligations not fully understood, leading to compliance issues
  • Audit preparation left to the last minute with missing documents
  • Contribution caps tracked poorly, risking penalties
  • No one checking whether the fund’s investment strategy is documented
  • Pension payments not calculated correctly, putting compliance at risk

The HelloLedger Way

  • Records kept in order throughout the year so lodgements are smooth
  • Clear guidance on what you need to do and when
  • Audit-ready records kept current all year
  • Contributions monitored carefully against ATO limits
  • Investment strategy reviewed and documented as required
  • Pension minimum calculations handled accurately each financial year

What Changes When HelloLedger Looks After Your SMSF?

Your fund stays compliant without you having to chase deadlines.

We track every lodgement date and reporting obligation for your fund. You will always know what is coming up and we will have everything prepared well before it is due.

Your annual audit happens without a scramble.

Because we keep your records accurate and up to date throughout the year, the audit process is smooth. Your auditor gets what they need and there are no last-minute gaps to fill.

You understand what you are signing off on.

 We do not just prepare the paperwork and send it through. We explain what the statements show, what any obligations mean, and what you need to know as a trustee before you sign anything.

Your SMSF Deserves Proper Attention. Let’s Make That Happen

Whether your fund is brand new, has been running for years, or has fallen behind on its obligations, HelloLedger is here to help. We handle the accounting, the compliance and the reporting so you can get back to what matters: building your retirement savings. Book a free 15-minute chat and let us take a look at where your fund stands. No pressure and no obligation.

Book your free chat today and get your estate plan in order.

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Frequently Asked Questions

Each year we prepare your SMSF financial statements and annual tax return, coordinate the independent audit, and lodge your SMSF annual return with the ATO. We also track reporting deadlines, review contribution records, and help with pension calculations if applicable.

Yes. Every SMSF must be audited each year by an approved SMSF auditor who is independent of the fund’s accountant. We prepare all the documents the auditor needs and coordinate the whole process, but the audit itself is carried out by a separate qualified professional.

Yes. If your fund has missed annual returns or has outstanding compliance issues, we can help get things back on track. We will work out what is needed, deal with the ATO where necessary, and put in place a process to keep the fund up to date going forward.

As a trustee, you are responsible for running the fund in accordance with the trust deed and superannuation laws, maintaining accurate records, lodging annual returns, arranging an annual audit, and following the fund’s investment strategy. We help you understand and meet all of these requirements.

Yes. We can assist with the establishment of a new fund, including guidance on the trust deed, registering the fund with the ATO, setting up the bank account and investment structure, and getting the accounting in place from day one.

Our fees are fixed and based on the complexity of your fund. We will give you a clear quote after your free discovery call so there are no surprises. Most trustees find the cost is well justified when weighed against the risk and time involved in managing compliance themselves.