Setup | Ongoing Compliance | Tax & Audit Support
A Self-Managed Super Fund (SMSF) gives you greater control over your retirement savings — but it also comes with strict compliance, tax, and reporting obligations. At DIA Taxation, we provide end-to-end SMSF services, helping trustees meet all ATO and Superannuation Industry (Supervision) Act (SIS Act) requirements with confidence.
Whether you are setting up a new SMSF, managing an existing fund, or dealing with overdue lodgements or ATO correspondence, our experienced SMSF specialists are here to help.
A Self-Managed Super Fund (SMSF) is a private superannuation fund that you manage yourself as a trustee. SMSFs can have up to six members, with each member typically acting as a trustee or director of a corporate trustee.
SMSFs allow you to invest in assets such as:
Australian and international shares
Investment properties
Managed funds
Cash and term deposits
Other permitted investments under super law
📌 With control comes responsibility — SMSFs are heavily regulated, and penalties for non-compliance can be significant.
At DIA Taxation, we provide comprehensive SMSF support under one roof.
SMSF structure advice
Trust deed preparation
Individual or corporate trustee setup
ABN & TFN registration
ATO SMSF registration
Rollovers from existing super funds
We ensure your SMSF is established correctly from day one.
Annual SMSF financial statements
Member balances and equity tracking
Investment reconciliation
Compliance with accounting standards
Preparation of SMSF Annual Return (SAR)
Income tax calculation (15% or 0% in pension phase)
Capital gains tax (CGT) reporting
Electronic lodgement with the ATO
Liaison with approved independent SMSF auditors
Compliance with SIS Act and ATO requirements
Resolution of audit queries
📌 SMSF audits are mandatory every year — we manage this process for you.
Pension commencement and reporting
Transfer Balance Cap compliance
Concessional and non-concessional contribution tracking
Actuarial certificate coordination
SMSF property purchase guidance
Limited Recourse Borrowing Arrangement (LRBA) compliance
Investment strategy reviews
Asset valuation requirements
Overdue SMSF lodgements
ATO compliance notices and reviews
Amendments and voluntary disclosures
Wind-up and fund closure support
An SMSF may be suitable if you:
Want greater control over your super investments
Have sufficient balance to justify costs
Are willing to meet trustee obligations
Want flexibility in investment strategy
📌 SMSFs are not suitable for everyone — we provide honest, practical advice before you proceed.
As an SMSF trustee, you must ensure:
Annual tax return and audit are completed
Investments comply with the fund’s strategy
Assets are kept separate from personal assets
Contributions and pensions are reported correctly
ATO deadlines are met
We help trustees meet these obligations confidently and correctly.
✔ SMSF-experienced professionals
✔ Registered Australian Tax Agents
✔ Strong focus on ATO & SIS compliance
✔ Transparent pricing
✔ Support for accumulation & pension-phase funds
✔ Property, share & mixed-investment SMSFs
We don’t just process SMSFs — we protect trustees from costly compliance mistakes.
We also assist with:
SMSF restructuring
Trustee and member changes
Death benefit planning support
SMSF wind-ups and rollovers
Ongoing tax and advisory services
SMSFs offer flexibility and control — but only when managed correctly.
Let DIA Taxation handle your SMSF setup, accounting, tax, and compliance, so you can focus on your long-term retirement goals.
👉 Book a Free Consultation
👉 Request an SMSF Services Quote
