Top 8 SMSF Accountants in Adelaide

Tax Accounting Adelaide handles SMSF establishment and registrations, then prepares each year’s financial statements and the fund’s tax return. Owner Romeo Caporaso, a Fellow of the IPA and former ATO officer, provides ongoing compliance support and guidance for trustees. The firm’s site says it liaises with the fund’s auditors so the annual cycle runs smoothly. Trustees can meet at the Gorge Road office in Newton or book an online appointment. It suits trustees of smaller funds who want one experienced practitioner overseeing their compliance from year to year.

Nitschke Nancarrow sets up funds and then prepares the financial statements, lodges annual returns with the ATO, and handles administration, activity statements and transfer balance cap reporting. Its SMSF page also lists tax and audit coordination among the services. Managing partner Kym Nitschke is a Chartered Accountant and an authorised financial adviser, so trustees can seek financial advice from the same Myrtle Bank firm. The team includes several senior Chartered Accountants. It suits trustees in pension phase or close to it who want reporting and advice linked.

Perks Accountants & Wealth Advisers supports trustees with fund establishment and structuring, annual financial statements and fund accounts, preparation and lodgement of the SMSF annual return, and ongoing compliance monitoring. The firm says it coordinates the annual audit with an independent SMSF auditor. Mark Roderick, its executive chairman, is a Fellow of CA ANZ, and the firm has worked with Adelaide clients since 1981. Its Private Wealth team covers financial planning and superannuation advice. It suits trustees who want a CBD firm on Flinders Street with accounting and advice under one name.

Sheridans Accountants and Financial Planners prepares the trust deed, opens the bank account and registers new funds with the ATO. Each year it prepares the financial statements, lodges the income tax and regulatory returns, keeps up the paperwork and arranges the annual audit. Karen Black’s title on the site is Financial Adviser and SMSF Specialist, and the directors include Greg Sheridan FIPA and Sean Elder CA. The Glenelg practice offers a free introductory consultation. It suits trustees near the coast who want planning and fund administration in one office.

Oreon Partners establishes new self-managed super funds and then manages their ongoing administration and compliance, including income tax and GST reporting. For the annual audit, the firm supports trustees and liaises with an external auditor. A dedicated SMSF team works under manager Kimberley Ross, and partner Ben Reynolds is a Fellow of CA ANZ and an SMSF Specialist Advisor. The Kent Town firm also has a financial planning partner. It suits trustees who want a specialist super team inside a larger practice just east of the city.

BCFR Chartered Accountants has helped many clients set up self-managed super funds and handles their accounting and tax compliance, including meeting the requirements of the SIS Act. Founding directors Jerry Rossi and Nick Formichella are CA ANZ members who have run the North Adelaide firm since 1991. The firm also holds an Australian financial services licence. Trustees deal with a small practice where the founding directors stay involved. It suits business owners who want their super fund looked after by the same accountants who handle their company.

The Kalculators sets up funds from the trust deed and corporate trustee through to ATO registration, ABN, TFN, bank account and investment strategy. It then prepares the financial statements, lodges the annual return and keeps the minutes and member statements. The firm prepares the audit file for an approved SMSF auditor, a third party who charges a separate fee. SMSF work is overseen by its Self-Managed Super Funds Manager, Gary Wilson, and founder Kaleem Ulah is an IPA member. Financial planning is available in house. It suits new trustees who want help from day one.

The Total Accounting Firm sets up funds with a trust deed, then handles annual administration and accounting and lodges the SMSF annual return. Its SMSF page says it coordinates the audit with an independent auditor as part of the service. Founder Saki Jameson is a member of the Institute of Public Accountants and a registered tax agent, and the firm offers fee-only financial planning. Trustees can book a 30 minute no-obligation consultation at the North Adelaide office on Melbourne Street. It suits trustees who want setup, yearly compliance and planning advice from one provider.