Call us today: (03) 9551 2822
Email us: [email protected]

Ashfords SMSF

Tax and Compliance

SMSF compliance brings rhythm to reporting, timing and long‑term positioning.

When accounts, tax returns and special submissions are coordinated as part of an ongoing rhythm, the fund’s history and direction become easier to assess and apply in future decisions. This service brings consistency to those cycles so that reporting feels like progress, not a burden.

SMSF financial statements reflect what the fund has done, but they also inform what comes next. Well managed reporting brings confidence in the numbers and in how the fund’s performance is interpreted. Tax returns connect the fund’s activity to obligations in a way that aligns with the financial picture being built across years, not just at lodgement deadlines.

Some reporting needs are driven by changes in the fund’s position. Managing these elements together in a single, streamlined process reduces the guesswork that can distract from broader retirement planning and ongoing investment choices.

"As we prepare to retire next year, Ashfords advice and assistance in setting up our SMSF was invaluable. Special thanks for taking us through each step during the process, giving us great insight and learnings."

Benjamin Q
Ashfords Client

Ashfords SMSF — Tax and Compliance FAQs

Common Questions, Answered

What does SMSF tax and compliance involve?

It involves preparing the annual financial statements, assembling and lodging the fund’s tax return, and completing special submissions that arise from member activity or changes in the fund’s position. The focus is on dependable, repeatable reporting cycles.

How does this service fit within the life of the fund?

Rather than treating reporting as an isolated task, it becomes part of the longer view of the fund’s activity. Each period’s reports connect with the next, giving a clearer line of sight to how investments, pensions and contributions have evolved.

When are lodgements typically due?

Tax returns and financial statements are generally submitted once a year. Some special reports, such as those that reflect changes in pension status or transfer balance positions, have their own timelines that are factored into the process.

Diving into SMSF compliance tends to intersect with broader strategy and investment decisions.

Periodic compliance work often leads into further conversations. With Ashfords, you'll have access to advisors, specialists and teams in all financial areas.

Get in touch with our

SMSF team

Follow Ashfords on social media

© Ashfords Accountants & Advisory 2025

AFSL (Australian Financial Services licence) 226184

Liability Limited by a scheme approved under Professional Standards Legislation. ACN 607 345 522

Ashfords Accountants & Advisory acknowledges the Traditional Owners of this land, the Wurundjeri Woi Wurrung and Bunurong People, and recognises their continuing connection to the land and waterways. We pay our respects to their Elders past, present and emerging and extend this to all Aboriginal and Torres Strait Islander People.