SMSF Accountants & Tax Structure Specialists in Sydney

Sophisticated strategies for protecting and growing your wealth - including SMSFs, family trusts, investment property tax, and complex structures.

What We Offer

Self Managed Super Fund (SMSF) Accounting.

When you've worked hard to build assets — investment properties, a share portfolio, a growing superannuation balance — you need an accountant with the expertise to protect what you've built. EXP-ACC provides specialist tax structures and wealth planning for Hills District investors and high-net-worth individuals. SMSF tax and compliance services are provided through Platinum Accounting Australia, Registered Tax Agent.

SMSF Accounting & Compliance

An SMSF gives you control over your superannuation investments - but with that control comes serious compliance obligations. Miss a deadline or make a structural error and the ATO can impose significant penalties. EXP-ACC provides complete SMSF accounting, from fund establishment through to annual tax returns, financial statements, and ongoing ATO compliance.

  • SMSF establishment and ATO registration

  • Annual financial statements and tax returns

  • Member contribution tracking

  • Pension and accumulation phase compliance

  • SMSF audit coordination

  • Investment strategy documentation support

  • Ongoing ATO compliance monitoring

  • Backed by the expertise of Platinum Accounting Australia Pty Ltd (Registered Tax Agent).

Family Trusts, Company Structures & Tax-Effective Planning

A family trust can be one of the most powerful tax planning tools available to Australian business owners and investors - but only when it's set up correctly and managed properly. EXP-ACC advises on the establishment, operation, and compliance of discretionary and unit trust structures.

Trust tax compliance, tax planning and tax structuring services are provided through Platinum Accounting Australia, Registered Tax Agent.

  • Family trust establishment and deed preparation

  • Annual trust distribution planning

  • Trust tax returns and ATO compliance

  • Trustee obligations and record-keeping

  • Integration with SMSF and company structures

  • Income splitting strategy advice

  • Backed by Platinum Accounting Australia - Big firm knowledge, personalised and local service.

Investment Property Tax Planning

Investment properties are one of the most tax-intensive assets Australians own - and one of the most commonly under-optimised. From depreciation schedules and negative gearing to capital gains tax planning and land tax management, EXP-ACC ensures your investment portfolio is structured to maximise after-tax returns.

  • Rental income and expense management

  • Depreciation schedule preparation and review

  • Negative gearing optimisation

  • Capital gains tax planning and timing

  • Land tax advice

  • Multiple property portfolio structuring

  • Property purchase and sale structuring advice

Bookkeeping FAQs

What does an SMSF Accountant actually do?

An SMSF accountant manages the compliance and reporting obligations that come with running a self-managed super fund. This includes preparing annual financial statements and tax returns, tracking member contributions, coordinating the mandatory independent audit, and ensuring your fund meets all ATO requirements. At EXP-ACC, we manage the full compliance lifecycle in partnership with Platinum Accounting Australia - with all tax returns and ATO lodgements submitted under Platinum's registered tax agent licence - so you stay in control of your investments without the administrative burden.

Is an SMSF right for me?

An SMSF is generally worth considering if you have a superannuation balance of $200,000 or more and want greater control over how your retirement savings are invested. They work particularly well for property investors, business owners, and individuals with complex financial structures. That said, SMSFs come with real compliance obligations and aren't the right fit for everyone. We offer a free initial consultation to help you assess whether an SMSF suits your situation before committing.

Do I need a separate auditor for my SMSF?

Yes - the ATO requires every SMSF to be independently audited each year by a registered SMSF auditor. Your accountant cannot audit their own client's fund. At EXP-ACC, we coordinate the audit process on your behalf, working with a registered independent auditor so you don't have to manage that relationship yourself.

How much does SMSF accounting cost?

SMSF accounting fees vary depending on the complexity of your fund, the number of members, and the types of investments held. We offer fixed-fee SMSF packages so you always know what you're paying. Contact us for a free quote tailored to your fund's specific situation.

Can EXP-ACC help me set up a new SMSF from scratch?

Yes. We handle the full establishment process — including trust deed preparation, ATO registration, member documentation, and initial setup in your chosen accounting platform. All ATO registration and lodgement work is carried out under Platinum Accounting Australia's registered tax agent licence. We'll also help you understand your obligations as a trustee before the fund becomes active, so there are no surprises down the track.

Still have questions?

EXP-ACC Accounting & Taxation Pty Ltd is a Registered BAS Agent (Registration No. 26269423). We are a licensee of Platinum Accounting Australia Pty Ltd. BAS Agent services, including BAS and IAS preparation and lodgement, GST advice, payroll and STP services, may be provided directly by EXP-ACC Accounting & Taxation Pty Ltd under its BAS Agent registration.

Tax agent services, including income tax returns, tax advice, tax planning, company tax returns, trust tax returns, SMSF tax returns and related tax agent services, are provided through Platinum Accounting Australia Pty Ltd (Registered Tax Agent No. 26185952).

EXP-ACC Accounting & Taxation Pty Ltd assists in the delivery of tax agent services under Platinum Accounting Australia's supervision and quality control framework.

Engagements involving tax agent services will be issued through Platinum Accounting Australia.

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