Autosmsf

Autosmsf autoSMSF is a specialist firm focused solely on SMSF accounting, compliance and tax.

Led by a Chartered Accountant with nearly two decades of experience, we support trustees with SMSF setup, annual financials, tax returns and audits. autoSMSF is a specialist accounting firm dedicated exclusively to Self-Managed Super Funds (SMSFs). We provide end-to-end services including SMSF setup, annual financial statements, tax returns, and audit coordination for trustees across Australia. At

autoSMSF, every fund is managed with accuracy, efficiency, and compliance. Unlike general accounting firms, we focus solely on SMSFs, giving trustees direct access to specialist expertise at cost-effective rates. Our mission is simple: to make SMSF accounting and compliance stress-free, so trustees can focus on building their retirement wealth with confidence.

This is one of Buffett's most beautiful observations โ€” and it applies perfectly to superannuation. ๐ŸŒฟThe shade you enjoy ...
30/08/2026

This is one of Buffett's most beautiful observations โ€” and it applies perfectly to superannuation. ๐ŸŒฟ

The shade you enjoy in retirement was planted decades ago. Every contribution. Every investment decision. Every year of compound growth quietly working in the background.

You can't plant today's tree yesterday โ€” but you can plant it now.

If there's someone in your life sitting in financial shade โ€” a comfortable, secure retirement โ€” there's a good chance they made decisions years ago that felt small at the time.

What tree are you planting today for your future self?

๐Ÿ’ฌ Tag someone who inspires you with how they think about their financial future.

โš ๏ธ The Sole Purpose Test โ€” the rule every SMSF trustee must understand.Your SMSF exists for ONE reason: to provide retir...
26/08/2026

โš ๏ธ The Sole Purpose Test โ€” the rule every SMSF trustee must understand.

Your SMSF exists for ONE reason: to provide retirement benefits to its members. Full stop.

This means you CANNOT:
โŒ Live in a property owned by your SMSF
โŒ Display artwork or collectibles from the fund at home
โŒ Benefit personally from fund assets before retirement

Breaching the sole purpose test is serious โ€” your fund could be taxed at 45% on its entire asset base.

Stay compliant. Stay informed. ๐Ÿ‘‰ autosmsf.com.au

Waiting for the โ€œperfect timeโ€ is something many people can relate to. Interest rates, market movements, uncertainty โ€” t...
23/08/2026

Waiting for the โ€œperfect timeโ€ is something many people can relate to. Interest rates, market movements, uncertainty โ€” thereโ€™s always something happening. โ™พ๏ธ

One thing we often see is that people who take time to understand their options and put a plan in place tend to feel more confident about their long-term direction.

An SMSF can provide greater flexibility and control over how retirement savings are managed, with investment options that may include shares, property, managed funds, and term deposits.

The key is making informed decisions based on your own circumstances and seeking appropriate professional guidance where needed.

If youโ€™d like to better understand how an SMSF works and whatโ€™s involved, weโ€™re always happy to have an educational conversation.

๐Ÿ“ฉ autosmsf.com.au

๐Ÿข Holding your business property in your SMSF โ€” here's why it's so powerful.If you own business premises, your SMSF can ...
19/08/2026

๐Ÿข Holding your business property in your SMSF โ€” here's why it's so powerful.

If you own business premises, your SMSF can purchase the property and lease it back to your business at market rates.

โœ… Rental income taxed at just 15%
โœ… Tax-free in pension phase
โœ… CGT discount after 12 months
โœ… Property protected in super environment

This is one of the most tax-effective strategies available to Australian business owners โ€” and it's ATO-approved.

Want to explore this? Contact our team.
๐Ÿ“ž 1300 014 900 | autosmsf.com.au

Sometimes small habits can make a big difference over time. ๐Ÿ“ˆOne approach many people use is prioritising long-term savi...
16/08/2026

Sometimes small habits can make a big difference over time. ๐Ÿ“ˆ

One approach many people use is prioritising long-term savings and investments before increasing lifestyle spending.

For some, that may mean making additional super contributions when appropriate, learning more about how super works, or exploring different ways to manage retirement savings, including a SMSF.

Over time, consistent habits and informed decisions can help build greater financial confidence and flexibility for the future.

Everyoneโ€™s situation and priorities are different, and thereโ€™s no single โ€œrightโ€ approach.

๐Ÿ’ฌ Do you tend to focus more on saving for the future or enjoying the present balance in life?

๐Ÿ”“ When can you actually access your super?For most Australians born after 1964, preservation age is 60. But reaching tha...
12/08/2026

๐Ÿ”“ When can you actually access your super?

For most Australians born after 1964, preservation age is 60. But reaching that age alone isn't enough โ€” you must also meet a condition of release.

Common conditions of release:
โœ… Retirement after reaching preservation age
โœ… Turning 65 (even if still working)
โœ… Permanent incapacity
โœ… Terminal medical condition

๐ŸŒŸ Bonus: A Transition to Retirement (TTR) strategy lets you draw an income stream while still working from age 60.

Questions about your SMSF? ๐Ÿ“ž 1300 014 900

Not every decision in life turns out the way we hoped โ€” and thatโ€™s part of being human. ๐Ÿณ๏ธSometimes we look back and wis...
10/08/2026

Not every decision in life turns out the way we hoped โ€” and thatโ€™s part of being human. ๐Ÿณ๏ธ

Sometimes we look back and wish we had started earlier, asked more questions, or understood things better at the time.

What matters most is being willing to learn, reflect, and take positive steps forward.

A setback can often become the lesson that helps shape better choices and greater confidence for the future.

Winston Churchill is often remembered for resilience through difficult times. That same mindset of persistence and learning can apply to many areas of life, including planning for the future.

๐Ÿ’ฌ Whatโ€™s one lesson life has taught you that youโ€™d share with others?

๐Ÿ“ Is your SMSF record keeping up to scratch?The ATO requires SMSF trustees to keep records for up to 10 years. This incl...
05/08/2026

๐Ÿ“ Is your SMSF record keeping up to scratch?

The ATO requires SMSF trustees to keep records for up to 10 years. This includes:

๐Ÿ“‹ Trustee meeting minutes
๐Ÿ’ฐ Contribution records
๐Ÿ“Š Investment decisions & valuations
๐Ÿฆ Bank statements
๐Ÿ›ก๏ธ Insurance documents

Poor record keeping is one of the most common findings during SMSF audits โ€” and it can lead to penalties.

Need help staying organised? Our team can assist.

๐Ÿ“ž 1300 014 900 | autosmsf.com.au

The cost of inaction is real. It just doesn't show up on a bill.Calculated risk โ€” not reckless risk โ€” is the foundation ...
03/08/2026

The cost of inaction is real. It just doesn't show up on a bill.

Calculated risk โ€” not reckless risk โ€” is the foundation of every meaningful financial outcome. Understanding your options, getting the right structure in place, and making informed decisions. That's not scary. That's smart.

๐Ÿ’ก General advice only. Please seek professional financial advice for your personal circumstances.

๐Ÿฆ Industry fund vs SMSF โ€” which is right for you?Industry super funds offer simplicity and set-and-forget investing. An ...
29/07/2026

๐Ÿฆ Industry fund vs SMSF โ€” which is right for you?

Industry super funds offer simplicity and set-and-forget investing. An SMSF gives you full visibility and control โ€” you choose the investments and see every dollar.

SMSFs work best for those who:
โœ… Want direct investment control
โœ… Wish to hold property or specific assets
โœ… Are actively engaged in their retirement planning

Not sure which suits you? Speak to both an SMSF accountant AND a licensed financial adviser.

๐Ÿ“ž 1300 014 900 | autosmsf.com.au

Address

Ste 485 Level 2 66 Victor Crescent
Narre Warren, VIC
3805

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+611300014900

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