Do you provide financial advice for SMSFs?

No. Trinity Accounting Practice provides SMSF accounting, tax return preparation, and administration services only. We do not provide financial product advice or investment recommendations.

What documents do you need each year?

Bank statements or feeds, broker and registry statements, property documents, contribution and pension records, prior year accounts and return, trustee minutes if any, and identification where required.

How long does the SMSF annual process take?

After we receive complete records, most SMSF annual returns are completed within two to four weeks, subject to audit timing.

Do you handle the independent SMSF audit?

Yes. We prepare audit-ready files, liaise with an independent auditor, respond to queries, and present the final audit report for trustee sign-off.

Can you help with SMSF property and LRBA loans?

Yes. We record loan movements, interest, expenses, and rental income, review documentation for compliance, and prepare schedules for audit.

Business consulting

SMSF Accounting Services in Sydney

Specialist SMSF accounting, tax returns, and compliance services. Fixed fees, independent audit coordination, and secure online record keeping. We do not provide financial product advice.

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Why Use Trinity Accounting Practice for your SMSF services?

Why Choose a Xero Advisor for Your Business?

Our SMSF Accounting and Compliance Services

We prepare accurate financial statements, SMSF annual returns, and trustee minutes. We ensure your fund meets all ATO reporting deadlines and stays audit-ready year-round

Fixed Fees and Transparent Scope

We agree on a fixed fee before work starts. You know exactly what’s included, with any out-of-scope work quoted separately. No surprises

Our SMSF Accounting and Compliance Services

As Xero Certified Advisors, we provide secure online bookkeeping, transaction coding, property and loan tracking, and pension payment records to keep your SMSF up to date

Expert Business Advisory Solutions for Growth & Success

Strategic Business Planning

We work with business owners to develop long-term strategies, helping you make informed financial decisions. Our services include:
✔ Business structuring and restructuring
✔ Financial forecasting and cash flow management
✔ Budgeting and goal setting
✔ Business performance analysis

Business Growth & Expansion

Expert Taxation Services to Optimize Your Financial Growth Whether you’re an individual, a small business owner, or a large corporation, we have the expertise and knowledge to guide you through the ever-changing tax landscape

Business Advisory

We are dedicated to helping businesses like yours thrive and achieve their full potential. Our business consultation services are designed to empower you with the expertise, insights, and strategies you need to navigate the complexities of the modern business landscape, overcome challenges, and seize opportunities.

Simplifying Your SMSF with Expert Accounting & Compliance Solutions

At Trinity Accounting Practice, we provide professional SMSF accounting, tax return preparation, and administration services tailored to self managed super funds. Whether your fund requires accurate record keeping, tax compliance, audit coordination, or pension reporting, our experienced team ensures you meet all ATO requirements while keeping your fund running smoothly.

We can help you with:

1- SMSF Setup and Registrations
2- Annual SMSF Financial Statements and Tax Returns
3- Transfer Balance Account Reporting (TBAR) and Pension Documentation
4- SMSF Property and Limited Recourse Borrowing Arrangement (LRBA) 5- AccountingIndependent Audit Coordination and Compliance Support

People working together on tax documents with calculator and wooden letter blocks

Avoid These Costly SMSF Compliance & Administration Mistakes!

Missing SMSF Compliance Deadlines Can Lead to Heavy Penalties

Failing to lodge your SMSF annual return or meet other ATO requirements can result in fines, loss of concessional tax treatment, and audit issues. We ensure your fund remains fully compliant and audit-ready.

Inaccurate SMSF Record Keeping Can Cause Audit Delays

Poor transaction coding, missing documentation, or errors in member balances can delay your audit and create compliance risks. Our SMSF accounting services keep your fund’s records complete, accurate, and up to date.

Overpaying Tax Due to Missed Deductions

Not claiming allowable expenses or incorrectly recording transactions can increase your SMSF’s tax bill. We review your fund’s activity to ensure deductions are correctly applied and your tax position is optimised within the law.

Expert Business Advisory Solutions for Growth & Success

Strategic Business Planning

Business Growth & Expansion

Business Advisory

Why Work with Trinity Accounting Practice?

🌟 Registered Tax Agents – Trusted by businesses across Australia.

🌟 Cloud Accounting Specialists – Experts in Xero & MYOB for seamless financial management.

🌟 Hassle-Free Tax Returns – Maximize your refund while ensuring full ATO compliance.

🌟 Personalized Service – We take the time to understand your unique financial needs.