SMSF Preparation

SMSF Preparation

Expert Self-Managed Super Fund (SMSF) Preparation & Compliance Services

Unison Globus offers comprehensive SMSF preparation services to help Australian businesses, accountants, and financial professionals efficiently manage Self- Managed Super Fund (SMSF) compliance and tax obligations. As a trusted outsourcing partner, we assist CPAs, CAs, RCAs, CMAs, Tax Agents, and Accounting Firms with accurate, ATO-compliant SMSF administration, reporting, and financial statement preparation.

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Consult our SMSF experts to explore how our outsourced SMSF preparation services can optimize your superannuation fund management. Contact us now for a free consultation.

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    Our SMSF Preparation & Compliance Services

    SMSF tax return preparation & lodgement
    ATO-compliant SMSF tax compliance solutions
    BAS and GST preparation for SMSF funds
    SMSF compliance outsourcing services for businesses
    End-to-end SMSF tax advisory & planning
    Annual SMSF financial statement preparation
    Trustee reporting and compliance monitoring
    SMSF investment financial reports
    Fund balance reconciliation & performance analysis
    Outsourced SMSF financial reporting for accounting firms
    SMSF administration outsourcing services
    Superannuation contribution and pension reporting
    Investment compliance monitoring and advisory
    ATO regulatory compliance support
    Remote SMSF administration & compliance solutions
    Offshore SMSF preparation services for Australian firms
    Remote SMSF preparation & processing support
    SMSF accounting outsourcing for financial advisors
    Virtual SMSF tax return preparation
    Online SMSF compliance monitoring & reporting

    Unwavering

    Commitment to Data
    Security & Confidentiality  

    At Unison Globus, our dedication to safeguarding your data is evidenced by our ISO/IEC 27001:2022 Information Security Management certification.

    This accolade is more than just a credential; it's a reflection of our seriousness rigorous data security protocols, meticulously designed to address both physical and digital data protection.

    Software Landscape

    Beyond Numbers

    Statistical Proof of Excellence

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

    Why Choose Unison Globus for SMSF Preparation?

    Complete SMSF Compliance & Administration Support – We ensure full compliance with Australian superannuation laws.
    Cost-Effective SMSF Outsourcing – Reduce operational costs with affordable SMSF outsourcing services.
    Specialist SMSF Accountants – Our experts provide accurate tax return preparation, investment reporting, and compliance management.
    Secure Offshore & Remote SMSF Preparation – Leverage cloud-based SMSF solutions for seamless administration and compliance.
    End-to-End SMSF Preparation & Lodgement – From setup to financial reporting and tax return lodgements, we handle it all.

    Small Business Tax Preparation
    at Unison Globus

    Scan Documents

    Send us your documents for data entry by our tax professionals.

    Review

    We meticulously check the entered data for accuracy.

    Client Check

    You review the return, with unlimited queries and requests.

    Finalize & Submit

    We finalize the return according to your feedback, ready for your filing.

    Benefits of Outsourcing SMSF Preparation with Unison Globus

    Accurate & Timely Compliance – Stay updated with ATO SMSF tax compliance requirements.
    Cost & Time Efficiency Reduce internal costs with outsourced SMSF audit solutions.
    Specialist SMSF Accounting Expertise – Work with professionals who understand Australian superannuation laws.
    Scalable & Flexible SMSF Solutions – Customizable services tailored for businesses of all sizes.
    Secure & Confidential Handling – We follow strict data security protocols for SMSF financial management.

    Industries We Serve

    We provide SMSF preparation & outsourcing services to various industries, including:

    Accounting & CPA Firms

    Financial Advisors & Wealth Management Firms

    Small & Medium Enterprises (SMEs)

    Self-Employed Professionals & Business Owners

    Real Estate & Investment Groups

    Retirement Planning & Superannuation Firms

    FAQs

    Our SMSF preparation services cover full financial statement preparation, tax return lodgement, investment reporting, member balances, and contribution verification. Whether you’re an accountant, SMSF administrator, or financial advisor, we offer end-to-end support that meets ATO and SIS Act compliance standards.

    Outsourcing SMSF compliance and tax return preparation allows you to reduce administrative overhead, manage peak-season workloads, and improve turnaround times. Unison Globus provides professional SMSF outsourcing services that deliver accuracy, consistency, and full compliance with Australian superannuation regulations.

    Absolutely. Our SMSF compliance outsourcing solutions adhere to ATO reporting standards, SIS legislation, and Australian Accounting Standards. We support accurate SMSF tax return preparation, audit file readiness, and risk-reducing compliance checks.

    Yes. We offer offshore SMSF preparation services managed by experienced professionals using secure, cloud-based platforms. Our remote SMSF support includes document processing, investment data analysis, and collaboration with your firm to deliver a seamless, virtual workflow.

    We provide outsourced SMSF administration support, including data entry, general ledger maintenance, contributions tracking, pension phase setup, and lodgement coordination. While we don’t set up SMSFs directly, we partner with advisors to ensure all accounting and compliance tasks are covered post-setup.

    Our SMSF accounting outsourcing services allow firms to scale without hiring more in-house staff. Whether you’re processing 20 or 200+ SMSFs, we offer a team-based model that supports your existing workflows, ensuring consistent quality, timely delivery, and full compliance oversight.

    We combine industry expertise, process transparency, and secure infrastructure to support Australian firms with SMSF tax return outsourcing and administration. Our team is trained in Class, BGL, and other leading platforms, providing expert SMSF preparation and lodgement services that are efficient, compliant, and cost-effective.

    Simplify Your
    SMSF Compliance
    with Unison Globus

    Unison Globus is a leading provider of outsourced SMSF preparation and administration services in Australia. Whether you need SMSF tax return preparation, compliance support, or offshore SMSF financial reporting, we ensure seamless management and regulatory adherence.