Top 9 SMSF Accountants in Brisbane

Established in 2007, Source Accounting Australia in Greenslopes focuses on self-managed super. Founder Voulla Flaskos is a Chartered Accountant listed by CA ANZ as an SMSF Specialist. The firm says it can set up a fund within 24 hours, and its packages bundle the financial statements, tax return and an audit by a separate independent auditor for one fee. It also advises on SMSF property, moving a fund and splitting super after a divorce. A 30 minute consultation can be booked online.

Empire Accountants in Murarrie sets up self-managed super funds and then handles their annual financial statements, tax return and administration. Its site says the yearly audit goes to an independent approved SMSF auditor, which Empire coordinates. The firm describes its team as Chartered Accountants, and partner Laura Stauder is a CPA. Empire also offers fixed monthly fees for businesses. A free first consultation comes with an upfront quote.

EEA Advisory in Capalaba offers SMSF setup, administration, annual accounts, compliance work and help documenting the fund’s investment strategy, and coordinates the independent audit. Its partners are Chartered Accountants, and the firm’s wealth arm can provide financial advice where a fund needs it. That suits trustees who want accounting and advice from related teams. It offers a no-obligation 20 minute discovery call.

Rise Accountants in Bowen Hills prepares SMSF financial statements and tax returns and handles administration such as death benefit nominations, investment strategies, actuarial certificates, pensions and transfer balance reporting. It facilitates the audit with a separate auditor. For new funds, Rise sets up the SMSF once a licensed adviser has recommended it and can refer you to advisers it works with. Managing director Ashneel Kumar is CPA qualified. A free discovery call is offered.

Walker Hill on Petrie Terrace sets up SMSFs, then prepares the annual financial statements, tax return and administration. Its site says the audit is done by your approved auditor rather than by the firm. Co-founder Andrew Walker is a Chartered Accountant, and the firm’s main clients are business owners. Walker Hill also has a lending arm. A free strategy session is offered.

Agilis Chartered Accountants in The Gap sets up SMSFs and prepares their annual financial statements and return, plus ongoing administration and compliance, and coordinates the audit process. The firm also prepares individual returns and works with property investors. Director Jaynesh Gounder is a Chartered Accountant. The first 20 minute meeting is free, in person or by video.

Xperion prepares SMSF financial statements and tax returns and handles fund administration, with service pages for starting, running, growing and closing a fund. Co-founder Petra King was a finalist for Superannuation Specialist Accountant of the Year at the Australian Accounting Awards, according to the firm. Xperion works from Kenmore and a Fortitude Valley address. A 30 minute meeting can be booked online.

Alchemy Accountants in Salisbury establishes SMSFs and bare trusts, prepares financial statements and fund tax returns, keeps the books and manages ASIC obligations for corporate trustees. It prepares for and coordinates the audit with independent auditors, organises rollovers and offers trustee education. Partner and principal Leslie Kendall is a Chartered Accountant. A free 15 minute consultation is offered.

Spark Accountants in Eight Mile Plains helps trustees set up and structure an SMSF and then handles its tax return, compliance and administration. Director Samantha Park is a Chartered Accountant and member of CA ANZ and the NTAA. The firm works closely with outside financial planners and lawyers. A free discovery call leads to a fixed-fee quote before work begins.