SMSF Setup, Administration & Compliance
Take control of your retirement with confidence.
Managing a Self-Managed Super Fund (SMSF) can be rewarding - but the compliance, tax, investment rules and annual reporting obligations can quickly become overwhelming.
If you’re searching for experienced SMSF accountants in Sydney or professional SMSF administration services, Economos delivers end-to-end support designed to keep your fund compliant, efficient and tax-effective.
We help trustees with SMSF setup, annual compliance, ATO reporting, SMSF audits, investment and tax advice, and ongoing administration. Our Chartered Accountants ensure your SMSF stays aligned with superannuation laws while giving you clear, timely financial insights to make better retirement decisions.
Whether you’re establishing your first SMSF or looking for reliable SMSF accounting and administration to replace your current provider – we make managing your fund simple, secure and stress-free.
Our services
- SMSF Administration Services – Ongoing administration including record-keeping, pension documentation, contribution tracking, investment reporting, member statements and ATO correspondence.
- SMSF Compliance & Annual Returns- Preparation and lodgement of SMSF annual returns, regulatory reporting, actuarial certificates (if required), and ongoing compliance monitoring.
- SMSF Audit Coordination- Full preparation for your annual independent SMSF audit, ensuring your fund meets superannuation and tax law requirements.
- SMSF Tax Advice & Strategy- Tax-effective structuring, retirement planning, pension strategies, capital-gains optimisation and investment tax considerations.
- SMSF Property Investment Support- Guidance on acquiring property in your SMSF (including LRBA considerations), structuring and compliance with the Sole Purpose Test.
- SMSF Trust Deed Setup & Updates- Creation, amendments and modernisation of SMSF trust deeds to meet current legislation.
Why Choose Economos
SMSF Specialists with Decades of Experience
Our team of SMSF accountants stay up-to-date with superannuation legislation, ATO requirements and compliance changes - ensuring your fund is always protected.
Complete SMSF Management Under One Roof
Setup, tax, administration, audit coordination and investment support - no need to manage multiple providers.
Accurate, Timely & Transparent Reporting
We deliver clear investment reports, tax summaries and compliance updates so you always know your fund’s position.
Tailored Advice for Trustees & Retirees
We help you build a tax-effective SMSF strategy, whether you're in accumulation, transitioning to retirement, or already drawing a pension.
Sydney-Based SMSF Team You Can Rely On
Local expertise, personalised service and fast response times - ideal for trustees looking for SMSF accountants in Sydney or across NSW.
Hear from our clients
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"I have been a private client of Economos since I emigrated to Australia in 2004. They assisted me in setting up my Australian financial entities such as a Trust and corporate beneficiary, Self-managed Super Fund with corporate trustee and a partnership. Economos produce tax returns for these entities as well as for the five individuals in our family. They also produce annual financial statements for these entities. Throughout this period, Economos have provided us with a friendly, supportive, thorough, prompt and proactive service. They respond promptly to email or direct meeting requests and proactively contact us should there be a change in tax or superfund legislation with examples of the consequences and appropriate recommendations. We highly recommend Economos for any accounting and tax requirements."
Contact our SMSF Specialists
Economos is staffed by a passionate team of accounting and finance professionals. Our experienced and globally connected Directors oversee a team of over 50 chartered accountants and certified financial advisors who are personally invested in our clients’ success.
Frequently asked questions
A Self-Managed Super Fund is a private superannuation structure where members act as trustees and control investment decisions, tax strategy and retirement planning.
To set up an SMSF, you need a compliant trust deed, trustee structure, ATO registration, bank account, investment strategy and record-keeping systems. Economos manages the full SMSF setup process for you.
Yes. SMSFs must meet strict ATO and legislative compliance rules, lodge annual returns, prepare financial statements and undergo an independent audit – all of which require specialist expertise.
Administration includes bookkeeping, contribution tracking, pension setup, regulatory reporting, taxation, and keeping your fund compliant year-round.
Yes – SMSFs can invest in residential or commercial property if the investment meets superannuation rules and your investment strategy. We help assess suitability and ensure compliance with LRBA borrowing and the Sole Purpose Test.
Non-compliance can result in fines, tax penalties and loss of concessional tax status. Our SMSF compliance services ensure your fund meets all requirements—reducing risk and protecting your retirement savings.