Self-managed super shouldn't mean self-managed stress. We handle your annual returns, coordinate your independent audit, and keep your fund fully compliant — so you can focus on growing your retirement, not chasing paperwork.
You took control of your super to build a better retirement — not to drown in compliance, audit deadlines, and ATO regulations. These are the warning signs your SMSF needs proactive support.
Every year you scramble to gather statements, contributions, and asset valuations — then wait nervously to see if your independent auditor finds an issue. The stress shouldn't be part of the process.
Contribution caps, sole purpose test, in-house asset rules, related-party transactions. The rules change, the penalties are severe, and you're not always sure if you're on the right side of them.
Your current accountant lodges your annual return and disappears for 12 months. There's no strategy, no warnings about contribution caps, and no advice on how to actually grow the fund.
Investment statements, property records, dividend reinvestments, trust deeds — it's scattered across emails, drawers, and platforms. Reconstructing a year's worth of activity is a nightmare every June.
We don't just lodge your return once a year. We manage your fund's compliance year-round — so audit time is a formality, not a fire drill.
We prepare your fund's financial statements, member statements, and annual return — lodged accurately and on time, every time. No last-minute panics.
We work directly with an approved independent SMSF auditor on your behalf. We prepare the file, manage the queries, and make the audit a smooth, no-surprises process.
Contribution caps, pension obligations, in-house asset limits, related-party rules — we monitor your fund continuously so you stay on the right side of the ATO all year, not just at lodgement.
Beyond compliance, we help you understand contribution strategy, pension phase planning, and the tax implications of your fund's decisions — so your retirement actually grows.
"We have been working with Ray and the fantastic team at BPAG for several years. It has truly been the best decision for our company. Their invaluable support has saved us a great deal of money and time."
"It's been wonderful working with the BPAG team! They are true experts and have provided incredibly valuable business advisory and tax services, helping my business grow."
"What an incredible team. I started using BPAG 3 years ago and they have been advising my business and myself in an extraordinary way. They are caring and listen to your needs."
Switching SMSF accountants doesn't need to be complicated. We handle the heavy lifting — most transitions are done in 2–3 weeks, with no double-up of work and no risk of records being lost.
Free strategy call. We review your trust deed, current structure, member balances, and any outstanding compliance issues to understand exactly where your fund stands.
We handle the transition from your existing accountant — collecting prior-year records, statements, and audit history — so nothing falls through the cracks.
We connect to your investment platforms, set up automated data feeds, and establish proactive compliance monitoring — so your fund's records stay current all year.
Annual returns, audit coordination, contribution monitoring, pension management — all handled. You always know where your fund stands and what's coming next.
Your retirement deserves more than an annual visit and a stack of paperwork. Here's what proactive SMSF management actually looks like.
Let's have a conversation about where your business is heading and how we can help you get there.