SMSF Preparation

SMSF Preparation

Outsourced (Self-Managed Super Fund) SMSF Preparation Services for Australian Accounting & SMSF Firms

Supporting Australian Accounting Firms with End-to-End SMSF Preparation

Managing multiple SMSFs can place significant pressure on accounting practices, particularly during year-end and annual compliance periods. As SMSF portfolios grow, firms often face increasing workloads, tighter deadlines, and resource constraints. Unison Globus provides dedicated offshore SMSF professionals who support Australian accountants, CPA firms, tax agents, and SMSF specialists with SMSF administration, accounting, investment accounting, year-end finalisation, financial statement preparation, and annual return support.

Our team works as a seamless extension of your practice, following your established workflows, software platforms, checklists, and review procedures to ensure consistent, accurate, and well-documented outcomes. By outsourcing SMSF preparation activities, firms can reduce administrative burdens, improve turnaround times, increase portfolio capacity, and allow their internal teams to focus on client relationships, strategic advisory services, and practice growth.

Get Your SMSF Files Audit-Ready with Confidence

Reduce audit delays, improve documentation quality, and streamline the entire audit process with dedicated SMSF audit preparation and coordination support.
  • Audit-Ready Workpapers
  • Faster Audit Turnaround
  • Structured Documentation
  • Independent Audit Coordination

Get in Touch!

    Our Comprehensive SMSF Outsourcing Services

    Our SMSF administration support helps practices manage the ongoing operational requirements of their SMSF portfolio.

    New SMSF setup and administration support
    Member and trustee information maintenance
    Fund information and documentation management
    Contribution and pension information processing
    Investment transaction processing
    Member balance maintenance
    Pension and accumulation account administration support
    Bank and investment account reconciliations
    Supporting document collection and organisation
    Trustee correspondence and administration support
    Ongoing compliance task tracking
    Maintenance of structured SMSF working papers

    Our SMSF accounting team provides accurate and structured accounting support throughout the financial year.

    Transaction processing and classification
    Bank account reconciliation
    Investment transaction accounting
    Shares and managed fund accounting
    Property investment accounting
    Dividend and distribution processing
    Interest income processing
    Capital gains and losses calculation support
    Contribution accounting
    Pension payment processing
    Member account reconciliation
    Related-party transaction processing
    Expense and accrual accounting
    Investment income reconciliation
    Preparation of accounting workpapers
    General ledger review and reconciliation

    Accurate investment accounting is critical to SMSF financial statements and annual compliance.

    We provide support for:

    Listed shares and securities
    Managed funds
    Term deposits and cash investments
    Direct property investments
    Unlisted investments
    Trust and partnership investments
    Dividends and distributions
    Interest income
    Capital gains and losses
    Investment purchase and disposal transactions
    Investment reconciliations
    Supporting investment documentation

    Our year-end SMSF finalisation service prepares the fund’s accounting records and supporting documentation for tax and audit review.

    Year-end transaction review
    Bank and investment reconciliations
    Member balance reconciliation
    Contribution and pension reconciliation
    Investment income reconciliation
    Capital gains calculations
    Investment cost-base review
    Accrual and expense review
    Related-party transaction review
    Financial statement preparation
    Supporting workpaper preparation
    Review of outstanding documentation
    Audit-ready file preparation

    We prepare structured financial statements and supporting schedules based on the accounting records and information provided by the practice. Accurate financial statements and supporting schedules form the foundation of an efficient audit. Our documentation is designed to support audit-ready SMSF files and a smoother independent audit experience.

    Our support includes:

    Statement of Financial Position
    Operating Statement
    Member account information
    Investment schedules
    Capital gains schedules
    Contribution schedules
    Pension-related schedules
    Supporting reconciliation reports
    Year-end working papers

    Before an SMSF Annual Return can be lodged, the fund must complete an independent audit. Our SMSF Audit Coordination Services help firms manage auditor requests, supporting documentation, and audit timelines efficiently.

    Our team provides preparation support for SMSF Annual Returns and related tax compliance requirements.

    SMSF Annual Return preparation
    Tax calculation support
    Tax reconciliation
    Capital gains tax calculations
    Investment income reconciliation
    Contribution reporting
    Pension and member information
    Supporting tax schedules
    Review and quality-control support
    Lodgement-ready annual return preparation

    The ATO’s current software ecosystem specifically supports SMSF Annual Return preparation and lodgement, reflecting the importance of this workflow in SMSF compliance.

    Preparation Process

    How Our SMSF Preparation Process Works

    1

    SMSF Data Collection & Review

    2

    Transaction Processing & Accounting

    3

    Investment Reconciliations

    4

    Year-End Finalisation

    5

    Financial Statement Preparation

    6

    Annual Return Preparation

    7

    Review & Delivery to Your Firm

    Our Commitment to Security

    ATO-Ready, Globally Secured

    Your clients’ data is protected by world-class standards. We have strict internal controls and secure digital environment, so you can outsource with confidence.
    Know More

    Software Landscape

    Bgl
    Class
    Mclowd
    MYOB
    Q6-Accounting

    Beyond Numbers

    Statistical Proof of Excellence

    0 +
    Clients Served
    Globally
    0 +
    Years in Accounting
    Outsourcing
    0 +
    Qualified Finance
    Professionals
    0 %
    Referral-Based
    Business
    0 %
    Paperless,
    Cloud-Enabled Workflow

    Why Choose Unison Globus for SMSF Preparation?

    End-to-End SMSF Support – Administration, accounting, finalisation, tax return preparation
    and audit coordination under one outsourcing model.
    Experienced SMSF Professionals – Dedicated resources supporting Australian SMSF practices.
    Scalable Capacity – Increase or decrease resources according to your SMSF portfolio and seasonal workload.
    Audit-Ready Workpapers – Structured reconciliations, schedules and supporting documentation designed
    to make the audit process more efficient.
    Australian Practice Integration – Our team works within your existing processes, software, templates and review procedures.
    Reduced Operational Cost – Increase capacity without immediately increasing permanent internal headcount.
    Improved Turnaround – Reduce bottlenecks during SMSF year-end and peak compliance periods.
    Quality-Focused Processes – Standardised workflows, reconciliations and review procedures.
    Independent Audit Coordination – Convenient coordination with affiliated/associated approved SMSF auditors.
    Confidential & Secure – Strong focus on protecting sensitive client and fund information.
    Flexible Engagement Models – Dedicated resources, portfolio-based support or project-based assistance.

    Key Benefits of Outsourcing SMSF Preparation with Unison globus

    Reduce Your SMSF Workload Delegate routine administration, accounting and compliance preparation so your Australian team can focus on clients and advisory services.
    Process More SMSFs Increase your firm’s capacity without the immediate need to recruit and train additional permanent resources.
    Improve Year-End Efficiency Streamline the complete SMSF year-end process through structured accounting, finalisation and audit-ready documentation.
    Faster Audit Turnaround Provide auditors with organised financial statements, reconciliations, schedules and supporting documentation to reduce unnecessary back-and-forth.
    Improve Workpaper Quality Receive structured and review-friendly workpapers designed around consistent processes and documentation standards.
    Focus on Advisory & Client Relationships Free your senior SMSF professionals from routine processing so they can focus on strategic advice, client meetings and practice growth.
    One Integrated Outsourcing Partner Manage administration, accounting, finalisation, annual return preparation and audit coordination through one scalable outsourcing relationship.

    FAQs

    Australian accounting firms can outsource SMSF administration, accounting, investment reconciliation, financial statement preparation, year-end finalisation, and annual return preparation to experienced SMSF specialists who work as an extension of their internal team.

    Outsourced SMSF preparation services help firms manage SMSF accounting, reconciliations, financial statements, tax calculations, and annual return preparation without increasing internal staffing requirements.

    Many firms scale their SMSF portfolio by leveraging dedicated offshore SMSF professionals who can handle repetitive accounting and compliance tasks while internal teams focus on client advisory and review services.

    Yes. Offshore SMSF specialists can prepare SMSF Annual Returns, tax reconciliations, capital gains calculations, supporting schedules, and lodgement-ready documentation for review by the Australian practice.

    SMSF preparation support may include administration, bookkeeping, investment accounting, member accounting, pension processing, financial statement preparation, year-end finalisation, and annual return preparation.

    Yes. SMSF investment accounting can include listed shares, managed funds, direct property, trust investments, capital gains calculations, income allocations, and investment reconciliations.

    Many firms use outsourced SMSF specialists to complete reconciliations, financial statements, workpapers, and annual returns, helping reduce bottlenecks during peak compliance periods.

    Outsourcing SMSF preparation can improve turnaround times, increase processing capacity, reduce operational workload, strengthen workpaper quality, and support business growth.

    Experienced SMSF professionals commonly work with Class Super, BGL Simple Fund 360, SuperMate, Xero, MYOB, QuickBooks, and other software used by Australian accounting firms.

    Depending on portfolio requirements and onboarding processes, firms can typically begin working with an outsourced SMSF team within a short implementation period.

    Simplify SMSF Audits While Scaling Your Practice

    Whether you’re managing a growing SMSF portfolio or preparing for peak audit season, our experienced team can help you organise audit-ready files, manage auditor requests, and improve operational efficiency.

     

    Focus on clients and advisory services while we support the audit preparation process behind the scenes.

    Talk to an SMSF Audit Specialist