At Bravix Taxation & Accounting Services, we provide comprehensive Self‑Managed Super Fund (SMSF) set‑up and administration services in line with Australian Taxation Office (ATO) requirements. We support trustees through the establishment of their SMSF and the ongoing administration needed to meet superannuation, tax, and reporting obligations, while maintaining the fund’s compliance status. [ato.gov.au], [ato.gov.au]

SMSF Establishment

We manage the end‑to‑end establishment of SMSFs in accordance with ATO guidelines, including:

  • Selection and setup of the appropriate trustee structure (individual or corporate trustee).
  • Preparation of a compliant SMSF trust deed outlining the governing rules of the fund.
  • Appointment of trustees or directors and completion of trustee declarations.
  • Registration of the SMSF with the ATO, including ABN and TFN registration
  • Setup of a dedicated SMSF bank account to ensure fund assets are kept separate from personal or business finances.
  • Assistance with obtaining an Electronic Service Address (ESA) to receive contributions and rollovers.
  • Development of an SMSF investment strategy that considers diversification, liquidity, risk, and the sole purpose test [ato.gov.au].

Ongoing SMSF Administration & Compliance

We provide ongoing administrative support to help trustees meet their legal obligations, including:

  • Maintenance of accurate SMSF financial records and supporting documentation
  • Preparation of annual SMSF financial statements
  • Coordination of the independent SMSF audit, including timely appointment of an ASIC‑registered auditor
  • Preparation and lodgement of the SMSF Annual Return (SAR) with the ATO
  • Ongoing compliance support with trustee obligations, investment restrictions, and record‑keeping requirements
  • Assistance with asset valuations in accordance with ATO valuation guidelines
  • Reporting obligations such as Transfer Balance Account Reports (TBARs) where required [ato.gov.au]

While trustees remain legally responsible for the operation and compliance of their SMSF, Bravix works closely with trustees, auditors, and advisers to ensure all regulatory requirements are met accurately and on time.