SMSF Financial Reporting and Compliance
Managing your SMSF's financial reporting and compliance can be overwhelming, but at Magnified SMSF Specialists, we make it simple. Our team helps prepare annual financial statements, SMSF annual returns, tax records, contribution and pension records, and the documentation required for independent audit review. Using advanced tools like Class Super software, we provide clear reporting and practical support to help your fund meet ATO compliance obligations every step of the way.
What We Offer
Key Financial Reporting & Compliance Services We Offer
We provide comprehensive support to keep your SMSF transparent, accurate, organised and aligned with ATO requirements:
Annual SMSF Return & Financial Statements
Annual SMSF return support and financial statements that give a clear snapshot of your fund's performance and obligations.
ATO Compliance & Tax Records
Accurate tax, contribution, pension and member records to help your SMSF meet ATO deadlines and reporting requirements.
Independent Audit Support
Organised workpapers, reports and trustee records to support the independent SMSF audit process and resolve queries efficiently.
Class Super Reporting
Access to your SMSF's financial data through the Class Super client portal, supporting informed trustee decisions and regular compliance reviews.
Ready to ensure your SMSF is fully compliant and transparent?
Get Reporting & Compliance Support
18+ Years of SMSF Expertise
Your Local Expert Partner in Perth & Mandurah
Why Choose Us
Why Choose Magnified SMSF Specialists for SMSF Compliance?
When safeguarding your SMSF through diligent financial reporting and compliance, choosing a trusted partner makes all the difference.
- Over 18 Years of Exclusive SMSF Expertise
Benefit from unmatched experience in Self-Managed Super Funds, ensuring expert guidance tailored to your needs.
- Dedicated Local Support Team
Enjoy personalised assistance from a Perth-based team that truly understands your SMSF requirements.
- Trusted by Leading Perth Professionals
Join the many professionals in Perth who rely on our trusted advice and superior service.
- Advanced Technology
Access real-time insights through our Class Super client portal for informed decision-making.
Frequently Asked Questions
What's included in SMSF financial reporting?
Do you complete the independent SMSF audit?
How often do I need to update my SMSF financial records?
What happens if my SMSF is non-compliant?
Take The Next Step
Don't let SMSF financial reporting and compliance become a burden. Stay on top of your SMSF obligations with Magnified SMSF Specialists. Our team is ready to provide you with a tailored solution to meet your needs and ensure your peace of mind.
Stay Compliant with Expert ReportingClient Stories
What Our Clients Say About Us
The real story of Magnified SMSF Specialists is told by our clients.
"We've been working with Magda for our SMSF services since May 2021, and the difference has been remarkable. Before partnering with her, we were using an online provider that was unable to support the complexity of our investment strategy. Magda brought a level of expertise and personalised service that gave us complete confidence in the management of our fund. She's knowledgeable, responsive, and a true pleasure to work with. We highly recommend Magda and the team at Magnified SMSF Specialists to anyone seeking trusted, professional SMSF advice."
Bruce Hathway "I have been a client of Magda for many years. Magda and her team have always made me feel comfortable with my dealings with them. They have always been approachable with any queries that I have had. I have every trust that they will continue to look after my interests in the future. Looking forward working with Magda and her team for many more years"
Lynn Fowler "Working with Magda and the team at Magnified has been an exceptional experience. Their depth of knowledge, particularly around complex matters like bringing my SMSF over from the UK, has been truly impressive. They've consistently gone above and beyond, providing expert guidance and proactive support at every step. What I value most is their integrity, professionalism, and genuine commitment to getting the best outcomes for their clients. I highly recommend Magnified to anyone looking for trusted SMSF advice and a team that genuinely cares."
Mahmood Hussein "When my husband and I started setting up our superannuation funds, looking ahead to retirement, a wonderful young lady named Magda Betlem came into our lives. Over the many years since, Magda has truly been my rock. She provided all the available information, clearly explained the pros and cons of each option, and guided me in a way that allowed me to see the long-term and short-term benefits for myself. When my husband suddenly passed away seven years ago, Magda was there once again to guide and assist me every step of the way. She is the most honest and wonderful person. I have recommended her to others in the past and continue to do so. I would like to extend my heartfelt thanks to her once again."
Nikki Rodda Years of Specialist Experience
Local, Dedicated Support Team
Personalised, Proactive Client Care
Valued by SMSF Trustees Across Western Australia
Take the Next Step Towards Your Retirement Goals
Ready to discuss your SMSF needs, explore a strategic partnership, or simply have a question? Our specialist team is here to provide expert guidance and support for your retirement journey
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Visit Us in Mandurah
Unit 2/106 Pinjarra Road, Mandurah WA 6210.
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