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 who can keep your financial records accurate and organised. EXP-ACC provides specialist accounting and administrative support for Hills District investors and high-net-worth individuals. Tax structuring, wealth planning, and 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. EXP-ACC provides accounting and administrative support for your SMSF, including financial statement preparation and ongoing record-keeping, helping ensure your fund stays organised and audit-ready.

  • 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

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 provides accounting and administrative support for the establishment, operation, and compliance of discretionary and unit trust structures.

  • Family trust establishment and deed preparation support

  • Annual trust distribution administration

  • Trust tax returns and ATO compliance

  • Trustee record-keeping support

  • Coordination with SMSF and company structures

  • Income splitting calculations and administration

Investment Property Tax Planning

Investment properties are one of the most tax-intensive assets Australians own - and one of the most commonly under-optimised. EXP-ACC provides accounting and administrative support across rental income management, depreciation schedules, and capital gains tax reporting, helping ensure your investment portfolio's financial records are accurate and ATO-ready.

  • 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

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 (BAS Agent Registration No. 26269423).

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. 24683431).

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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