SMSF Accounting Services in The Northern Rivers

  • Clear, practical financial information
  • Support across personal & business
  • Services tailored to your circumstances

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Managing your smsf obligations

If you have a self managed super fund (SMSF), you’re required to prepare financial statements and lodge them with the ATO at the end of each financial year. In addition, your SMSF must be audited annually by an independent professional registered with the Australian Securities & Investments Commission (ASIC).


Rochdale Accounting & Advisory provides SMSF accounting and taxation services to clients in the Northern Rivers. We work with a panel of independent, ASIC-approved auditors to support the accurate preparation and review of your fund’s financial records. Our services are designed to help trustees stay aligned with compliance and reporting obligations.


Understanding the tax and reporting requirements for your SMSF can be complex—particularly if you’re managing multiple investments or contributions. Our team offers structured support to help you meet your obligations and maintain accurate documentation throughout the financial year. Many clients who use our SMSF accounting services also rely on us for SMSF setup, tax planning, and bookkeeping to help manage their fund efficiently.


To speak with a member of our team about your SMSF accounting and taxation requirements, contact us on 02 6626 6200 today.

Key SMSF Accounting Services We Offer

Our accountants provide support across all key areas of SMSF administration and compliance.


Our services include:

  • Preparation of annual financial statements, including statements of financial position & operating statements, with all relevant notes attached
  • Preparation & lodgement of the SMSF annual return (income tax return), along with guidance on tax liabilities & any applicable refunds
  • Coordination with independent, ASIC-approved auditors—alternatively, we’re able to collaborate with an auditor of your choosing
  • Preparation of trustee meeting minutes or formal resolutions
  • Provision of detailed investment reports, including investment holdings, movement summaries, unrealised capital gains, & year-end valuations
  • Preparation of actuarial certificates, where required


If you're also considering establishing a new SMSF, our team can provide guidance and support throughout the setup process. Get in contact with us to learn more.

A Man is Typing on a Laptop Computer While Using a Calculator — Rochdale Accounting & Business Advisory in Alstonville, NSW
A Woman is Sitting at a Desk in Front of a Computer — Rochdale Accounting & Business Advisory in Alstonville, NSW

Maintaining Close Communications

At Rochdale Accounting & Advisory, we can manage all communication and correspondence with the ATO on your behalf. We also maintain regular contact with clients during SMSF tax reporting periods to help ensure documentation and deadlines are handled appropriately. Our team offers ongoing phone and email support and is available to respond to questions or concerns throughout the year.


We support clients in managing their SMSFs with flexibility and clarity. If you need assistance with SMSF accounting or taxation in Bundaberg or the Northern Rivers, contact Rochdale Accounting & Advisory to book a consultation today.

Frequently Asked Questions

  • Can I be a member of more than one SMSF?

    Yes, it’s possible to be a member of more than one self-managed super fund (SMSF). This approach may suit individuals with specific investment or estate planning needs. Multiple SMSFs can help separate pension and accumulation accounts, reduce trustee disagreements, and assist with managing land tax obligations on property.


    Each SMSF must be established and maintained separately, which may lead to extra setup, administration, and audit costs. It’s best to consult a qualified financial or accounting professional to assess whether managing multiple funds suits your financial goals and compliance requirements.

  • What are the advantages of a self managed super fund (SMSF)?

    A Self-Managed Super Fund (SMSF) gives you control over how your retirement savings are invested. As a trustee, you make decisions aligned with your financial goals. SMSFs can hold assets like property, shares, and term deposits, within superannuation law limits.


    This setup suits those wanting more involvement in retirement planning but includes legal and administrative duties. It’s important to understand these obligations before establishing an SMSF.