Services
We offer a full range of SMSF SERVICES
Concise Super delivers clear, dependable SMSF services across Australia, helping trustees and advisers streamline self-managed superannuation with confidence.
Educate. Consistent. Engage
From SMSF setup and annual compliance to reliable administration and full outsourcing solutions, our experienced team provides practical, compliant support tailored to your needs. Trust Concise Super to simplify SMSFs, no matter where you are in your journey.
Annual SMSF Compliance with Peace of Mind
Every SMSF must meet annual compliance obligations — there’s no avoiding it. We ensure your annual SMSF compliance is completed correctly and lodged on time.
Annual SMSF compliance service includes:
- Preparation of SMSF financial statements
- SMSF annual return preparation and lodgement
- Ongoing compliance support with ATO legislation
- Liaison with auditors
- Trustee guidance and ongoing support
If you’re behind on lodgements or the ATO is chasing you, we can help get things back on track. We work methodically to bring your SMSF back into good standing with the ATO.
Reliable SMSF Administration, Done Properly
SMSF administration isn’t exciting — but it is critical. We provide accurate, timely SMSF administration services to ensure your fund remains compliant and up to date with ATO requirements.
We work closely with trustees to reduce administrative overwhelm and provide a clear understanding of what’s required and when.
Our SMSF administration services include:
- Record keeping and guidance
- Trustee compliance support
- ATO correspondence assistance
- Preparation of compliance documents
- Ongoing BAS administration
SMSF Setup With Confidence
Setting up an SMSF is a big decision — and getting it right from the start matters. We provide end-to-end SMSF setup services, guiding you through every step.
After you have determined whether an SMSF is right for you, we will ensure your fund is established correctly and ready to invest.
SMSF administration setup includes:
- Guidance on ATO responsibilities
- SMSF trust establishment
- ATO registrations (ABN, TFN & ESA)
- Guidance to set up bank account
- Administration of rollover and investment strategy
SMSFs & Property – Compliance Matters
Many trustees want to invest in property through their SMSF — but strict rules apply. We provide accounting and compliance support for SMSFs investing in property.
We help ensure your SMSF property investment aligns with superannuation legislation and ATO expectations.
Support includes:
- Compliance guidance for property investments
- Set up structure for borrowing
- Liaise with conveyancer and banks
- SMSF accounting services
SMSF Outsourcing Services Australia (Onshore)
Our SMSF outsourcing services are designed specifically for accounting firms who need reliable, onshore SMSF support without hiring internal staff.
Create immediate capacity and say, “yes” to new clients and work.
We operate as an extension of your firm — handling SMSF compliance work while you focus on growing your practice.
With over 30 years’ experience, you can rely on us as your internal SMSF Specialist.
Why firms choose us:
- No minimum client numbers
- No lock-in contracts
- Seamless transition
- Direct access to SMSF specialists
- We’re treated like your internal team
