SMSFs offer Australia’s most tax-effective retirement structure, but also the strictest compliance rules.

At BRW Accounting Pty Ltd, we support clients across Wollongong and the Illawarra to establish, manage, and maintain compliant Self-Managed Super Funds, from setup through to retirement.

We manage SMSFs in-house and have over 15 years of experience helping trustees operate their funds confidently and correctly.

Expert SMSF Support — From Setup to Retirement

We guide you through every stage of your SMSF journey:

•  SMSF Setup – including ABN/TFN registration and obtaining a Statement of Advice
• Fund Rollovers – guidance on transferring money into and out of the SMSF
• Bare Trust Setup – structure and documentation (varies by state)
• SMSF Lending Referrals – navigating the shrinking pool of compliant lenders
• Tax Return & Financials – preparation, lodgement, and audit coordination
• Retirement Planning – how to sell assets CGT-free in pension phase
• Financial Advice Referrals – access to licensed advisers for investments

Many trustees get tripped up by SMSF rules. We make sure your fund stays compliant — and help you maximise its benefits.

SMSF Compliance & Annual Obligations

As Registered Tax Agents, we prepare all required annual reports, including:

• Fund financial statements
• Member balances and movements
• Income reconciliation and fund expenses
• Electronic SMSF tax return lodgement
• Coordination with your auditor and actuary (if needed)
• Assistance with late lodgements or ATO correspondence

We don’t give investment advice, but we work alongside your adviser to ensure your compliance, reporting, and fund structure are handled correctly.