MM Consultancy
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SMSF Compliance
Managing an SMSF comes with significant responsibilities. We provide specialist accounting and compliance services that help trustees meet their obligations with confidence, giving you peace of mind that your fund is managed accurately, efficiently and in accordance with ATO requirements.
Book a Consultation
Chartered Accountant
SMSF Specialist™
Personalised Service
HOW WE WORK
A simple process to help you stay compliant and achieve your financial goals.
Whether you're managing an SMSF or growing your property portfolio, our streamlined approach ensures you receive proactive advice, technical expertise, and personalised support every step of the way.
01
New SMSF Establishing a new fund? We guide you through the setup, registration, and initial compliance framework.
02
Specialist Accountant Professional support from accountants who live and breathe SMSF regulations and ATO standards.
03
Contribution Caps Continuous tracking of concessional and non-concessional thresholds to avoid excess tax
04
Property/Crypto/Shares Compliance reporting for diverse asset classes, ensuring valuation and record- keeping requirements are met.
05
Retirement Phase Transitioning to pension? We manage the complexities of TBAR, actuarial certificates, and pension payments.
06
Peace of Mind We make sure that you thoroughly understand the year end financials every year before you sign them off
WHY SMSF COMPLIANCE
Why SMSF Compliance Matters
Managing an SMSF involves more than preparing an annual tax return. As a trustee, you're responsible for ensuring your fund complies with Australia's superannuation and taxation legislation. This includes maintaining accurate financial records, meeting reporting obligations, coordinating an independent annual audit and ensuring your fund remains compliant with changing legislation. Our role is to simplify the compliance process, reduce the administrative burden and provide confidence that your SMSF is being managed correctly.
Book a Consultation
OUR SMSF SERVICES
Comprehensive SMSF solutions tailored to your compliance needs.
From annual reporting to ongoing strategic advice, we provide end-to-end SMSF accounting and compliance services that help trustees meet their obligations while protecting and growing their retirement wealth.
Compliance & Reporting Preparation of annual financial statements, SMSF annual tax returns, independent audit coordination and ATO lodgements.
Member & Pension Reporting Member reporting, pension reporting, Transfer Balance Account Reporting (TBAR) and contribution reporting.
Ongoing SMSF Support Compliance guidance, trustee documentation, SMSF wind-ups and year-round support.
Don't know where to start?
Chat with Mitesh
Get 15 Minutes for initial discovery call with Mitesh to see if and how Mitesh can help. Book a Consultation
MM Consultancy
Contact Us
02 9073 3125
info@mmcpl.com.au
Level 17 1 Denison Street North Sydney NSW 2060
Chartered Accountants Liability limited by a scheme approved under Professional Standards Legislation
© 2026 MM Consultancy. All Rights Reserved.
CPD policy
Privacy Policy
Terms & Conditions
MM Consultancy
SMSF Compliance
Managing an SMSF comes with significant responsibilities. We provide specialist accounting and compliance services that help trustees meet their obligations with confidence, giving you peace of mind that your fund is managed accurately, efficiently and in accordance with ATO requirements.
Book a Consultation
Chartered Accountant
SMSF Specialist™
Personalised Service
HOW WE WORK
A simple process to help you stay compliant and achieve your financial goals.
Whether you're managing an SMSF or growing your property portfolio, our streamlined approach ensures you receive proactive advice, technical expertise, and personalised support every step of the way.
01
New SMSF
Establishing a new fund? We guide you through the setup, registration, and initial compliance framework.
02
Specialist Accountant
Professional support from accountants who live and breathe SMSF regulations and ATO standards.
03
Contribution Caps
Continuous tracking of concessional and non-concessional thresholds to avoid excess tax
04
Property/Crypto/Shares
Compliance reporting for diverse asset classes, ensuring valuation and record- keeping requirements are met.
05
Retirement Phase
Transitioning to pension? We manage the complexities of TBAR, actuarial certificates, and pension payments.
06
Peace of Mind
We make sure that you thoroughly understand the year end financials every year before you sign them off
WHY SMSF COMPLIANCE
Why SMSF Compliance Matters
Managing an SMSF involves more than preparing an annual tax return. As a trustee, you're responsible for ensuring your fund complies with Australia's superannuation and taxation legislation. This includes maintaining accurate financial records, meeting reporting obligations, coordinating an independent annual audit and ensuring your fund remains compliant with changing legislation. Our role is to simplify the compliance process, reduce the administrative burden and provide confidence that your SMSF is being managed correctly.
Book a Consultation
OUR SMSF SERVICES
Comprehensive SMSF solutions tailored to your compliance needs. From annual reporting to ongoing strategic advice, we provide end-to-end SMSF accounting and compliance services that help trustees meet their obligations while protecting and growing their retirement wealth.
Compliance & Reporting Preparation of annual financial statements, SMSF annual tax returns, independent audit coordination and ATO lodgements.
Member & Pension Reporting Member reporting, pension reporting, Transfer Balance Account Reporting (TBAR) and contribution reporting.
Ongoing SMSF Support Compliance guidance, trustee documentation, SMSF wind-ups and year-round support.
Don't know where to start?
Chat with Mitesh
Get 15 Minutes for initial discovery call with Mitesh to see if and how Mitesh can help. Book a Consultation
MM Consultancy
Contact Us
02 9073 3125
info@mmcpl.com.au
Level 17 1 Denison Street North Sydney NSW 2060
Chartered Accountants Liability limited by a scheme approved under Professional Standards Legislation
© 2026 MM Consultancy. All Rights Reserved.
Privacy Policy Terms & Conditions