Our services

SMSF setup and administration

The SMSF Accountant can offer SMSF setup and administration with flexible packages and affordable fixed fees.

SMSF accounting and taxation

Find out about more cost-effective SMSF accounting and taxation services with The SMSF Accountant.

Corporate secretarial services

Should you use a Corporate Trustee, we can look after the Corporate Trustee setup and act as the Registered Agent.

SMSF outsourcing

If your firm is currently outsourcing SMSF work, find out how The SMSF Accountant can help your business more efficiently.

SMSF technical advice

The SMSF Accountant can provide detailed technical advice on all areas of superannuation and taxation.

SMSF member taxation returns

The SMSF Accountant can prepare and lodge individual tax returns for the members of your SMSF.

Get in touch to discuss how we may be of assistance.

More economical SMSF services

Diana Morris founded The SMSF Accountant in 2010 with the aim of using her experience to provide a quality, low-cost alternative to many larger accounting practices. Diana has achieved this by narrowing her focus to solely provide services to the SMSF sector, and devising a professional business model that minimises unnecessary overheads.

Answers to frequently asked questions

Answers to frequently asked questions

For your convenience, we have answered some of the most common questions about our services:

For your convenience, we have answered some of the most common questions about our services:

Yes, we have been providing all services remotely for many years. Our systems and processes make the delivery of remote services easy, even for people who are not quite tech-savvy. However, the services of The SMSF Accountant are personal and you will speak directly with the Australian professional who is looking after your ongoing SMSF administration and compliance needs.

Once you have made the decision to started with an SMSF, you may consider the cost-saving package for a complete SMSF setup offered by The SMSF Accountant.

The SMSF Accountant offers a complete SMSF setup package for $800+GST.

The SMSF Accountant can take care of ongoing SMSF accounting, administration, and compliance requirements at reasonable rates. Fixed fees for services help reduce costs to the SMSF and provide greater predictability with budgeting and forecasting.

The SMSF Accountant does not charge a percentage of the investment portfolio value to assist with SMSF accounting, administration, or compliance. All services are provided on an agreed, fixed-fee basis – irrespective of the size of the investment portfolio or its performance over time.

Latest SMSF news

Why am I paying extra tax on my super contributions?


The basic tax rate applied to concessional contributions to superannuation funds is 15%. Concessional contributions include the compulsory superannuation guarantee on an employees wage (11.5% from 1 July 2024), as well as any contributions ...

Explaining the proposed new SMSF tax for FY 2025/2026


The government has recently proposed a brand new tax for superannuation funds in Australia with a projected start date for the 2025/2026 financial year. Whilst this may be bad news for some, it is ...

Carry-forward concessional contributions – explained


Carry-forward concessional contributions are a great tool to firstly build up your superannuation balance and secondly, to achieve a higher deduction than otherwise normally allowed. This may be beneficial when you have a higher ...

Bring-forward non-concessional contributions – explained


"Bring-forward non-concessional contributions" refers to a provision in the Australian superannuation system that allows individuals to make larger non-concessional (after-tax) contributions to their superannuation fund by bringing forward the contributions cap from future years. ...