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Professional SMSF Tax Return Services

Professional SMSF Tax Return Services

Professional SMSF Tax Return Services

Managing a Self-Managed Super Fund (SMSF) comes with strict tax and reporting requirements. At Tax Savers, we make it easy. Our team prepares and lodges your SMSF tax return, ensures your fund meets ATO obligations, and helps you stay compliant every step of the way. Whether you’re setting up a new SMSF or managing an established fund, we’ll handle the tax work so you can focus on growing your retirement savings.

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Our Business Tax Process

Our Business Tax Process

Why Choose Tax Savers for Your Business Tax?

In-Depth Consultation
In-Depth Consultation
  • Business Review
  • Goal Setting
  • Custom Tax Plan
Personalized Tax Plan
Personalized Tax Plan
  • Minimise Business Tax
  • Maximise Tax Savings
  • Ongoing Tax Planning
Industry-Specific Expertise
Industry-Specific Expertise
  • Industry Knowledge
  • Specific Tax Savings
  • Proven Experience
Maximise Tax Deductions
Maximise Tax Deductions
  • Claim All Deductions
  • Find Tax Credits
  • Lower Tax Bill
Periodic Tax Reviews
Periodic Tax Reviews
  • Review Tax Plan
  • Adjust to Changes
  • Ensure Tax Compliances
Clear Communication
Clear Communication
  • Easy to Understand
  • Know Your Options
  • Clear Tax Advice
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SMSF Tax Deductions

SMSF Tax Deductions

An SMSF can claim a range of deductions, but getting it right is important. We’ll help you claim valid expenses, including:

  • Accounting and audit fees
  • Investment-related costs
  • Actuarial services (if required)
  • Insurance premiums
  • Admin and compliance costs

All claims are carefully reviewed to meet ATO standards and keep your fund tax-efficient.

SMSF Tax Deductions
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SMSF Tax Checklist

SMSF Tax Checklist

SMSF Tax Checklist
  • Annual financial statements
  • Member contribution and pension details
  • Investment income records
  • Property or asset valuation reports
  • Expense receipts and invoices
  • Actuarial certificates (if needed)

Need help gathering these documents? We’re here to guide you.

Tax Planning for SMSFs

Tax Planning for SMSFs

We help you structure your SMSF for long-term tax efficiency. Our SMSF tax planning services include:

  • Optimising member contributions
  • Managing pension phase income
  • Reviewing investment strategies
  • Ensuring tax-effective distributions

Smart planning today can mean a better retirement tomorrow.

Tax Planning for SMSFs

ATO Audit Support for SMSFs

If the ATO reviews your SMSF, we’ll support you from start to finish. We manage communication, supply the required documents, and help ensure your fund stays on track and compliant.

Book your consultation today
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What our Client’s say

  5.0

I had an excellent experience with Abdul at Tax Savers. His expertise in tax planning and dedication to clients’ needs are truly impressive. Abdul is thorough, knowledgeable, and takes a personalized approach to ensure every detail is carefully managed.

Muhamid Siddiqui
Muhamid Siddiqui

02 Mar 2025

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  5.0

Abdur has been an excellent help with our tax returns. He is professional, knowledgeable, and incredibly supportive throughout the process. He made the entire filing experience stress-free and ensured we got the best outcome. I highly recommend him for anyone.

Kunal Aggarwal
Kunal Aggarwal

01 Feb 2025

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  5.0

I had a great experience with Tax Savers. The staff was friendly and knowledgeable, making the taxation process smooth and stress-free. They helped me maximise my deductions and guided me through the details of my tax return. I highly recommend.

Muhammad Umair
Muhammad Umair

01 Feb 2025

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Partner with Us for Business Tax Success

Partner with Us for Business Tax Success

Partner with Us for Business Tax Success

Ready to take control of your business tax and achieve your financial goals? Contact Tax Savers today. Our expert team is here to provide the guidance and support you need.

Book Your Appointment Contact Us
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Frequently Asked Questions

Yes. All SMSFs must lodge an annual tax return and regulatory report with the ATO, even if no contributions or earnings occurred during the year.

Earnings in an SMSF are generally taxed at 15%. Income from assets supporting retirement-phase pensions may be tax-free.

SMSFs can claim expenses directly related to running the fund, such as accounting fees, audit costs, investment fees, and insurance premiums.

Yes, but the investments must comply with ATO rules and be made for the sole purpose of providing retirement benefits to members.

The SMSF itself pays tax on its income, not the individual members. However, tax outcomes depend on whether the fund is in accumulation or pension phase.

Keep detailed records of financial statements, member transactions, investment decisions, contributions, and trust deeds.

If you use a registered tax agent, the deadline is typically May 15. If you lodge it yourself, it's due by October 31 of the following financial year.

Absolutely. SMSF tax rules are complex, and working with a qualified accountant ensures compliance and peace of mind.

Every SMSF must be audited annually by an independent SMSF auditor, even if the fund had no activity. We work closely with auditors to ensure smooth and compliant lodgement.

Late lodgement can lead to penalties, loss of tax concessions, or the fund being classified as non-complying. We help you stay on top of due dates to avoid any issues.
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