Our services
Trust and SMSF tax, in expert hands.
Keep your trust or fund compliant and audit-ready, with the rules explained so you always know where you stand.
Family trusts and self-managed super funds have rules of their own. We have looked after trusts and SMSFs for clients across Sydney’s south for years, keeping them accurate, compliant and clearly explained.
The benefits
What you get out of it
- Specialist experience with trusts and SMSFs, not a generalist guess
- Everything explained so you understand your obligations
- One local team to keep it all on track
- Reassurance that your fund or trust is being looked after properly
Who it’s for
Trustees of family and other trusts, and people who run, or are thinking about, a self-managed super fund.
What’s included
- Preparation of trust tax returns and financial statements
- SMSF accounting, tax returns and annual compliance
- Help understanding trust distributions and your obligations
- Coordination of the independent SMSF audit each year
- Plain-English guidance on what the rules mean for you
Indicative pricing
Request a free quote
The independent SMSF audit is a separate, third-party cost (a legal requirement), billed at cost.
Final price confirmed in your free, no-obligation quote — no surprises.
No surprises, ever
Whatever you see above is a starting point, not the final word. Tell us about your situation and we will give you one clear, fixed number up-front — free and with no obligation, before any work begins.
These prices are a guide. We give you a fixed quote before we start, and many ongoing and advisory engagements are billed on a time (hourly) basis -- your exact fee depends on the work involved.
Already have an accountant?
Switching to MJE is easy
Changing accountants sounds like a hassle, but we make it simple. We do the heavy lifting, so moving to us takes three easy steps.
Have a free chat
Tell us about your business. No pressure, no jargon - just a clear sense of how we can help and what it will cost.
We handle the handover
We collect your records and take care of the changeover from your current accountant, including the ATO agent linking. You do not chase anyone.
You are set up
You are up and running with the same local Mortdale team looking after you for years to come. Usually sorted within a week.
Common questions
Frequently asked questions
- SMSF return due dates depend on whether your fund is new and whether you use a registered tax agent. We will work out the right date for your fund and make sure the audit and return are done in time.
- Yes. A self-managed super fund must be audited by an approved independent auditor each year before the annual return is lodged. We coordinate this for you.
- Yes. We can talk through whether a trust or SMSF is right for you and help set it up the proper way. It is a big decision, so we will make sure you understand it first.
Ready for specialist help with your trust or SMSF?
Pop into our Mortdale office, give us a call, or book a time online. We will make it simple.
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