SMSF Services

Expert SMSF Administration &
Independent Audit

End-to-end SMSF compliance outsourcing — from ledger maintenance and pension calculations to independent ASIC-registered audit. All white-labelled under your firm's brand.

BGL Simple Fund 360 & Class Super specialists
ASIC-registered independent auditors
ATO-compliant, SLA-backed turnaround
White-label — invisible to your clients
Get a Proposal → View Full Scope
600k+
SMSFs in Australia
3x
Typical portfolio growth
5 days
Avg audit turnaround
40%
Cost-per-fund reduction

"We went from struggling with 180 funds to confidently managing 540 — without adding a single in-house headcount." — Managing Partner, Melbourne

Complete SMSF Administration & Audit

Every SMSF service your clients need — delivered to ATO standards, under your brand, with full SLA accountability.

🏦
SMSF Administration

Full ledger maintenance, bank reconciliations, contribution processing and member records — keeping every fund accurate, current and ATO-ready.

  • Accounts payable/receivable & bank reconciliation
  • Member contribution & rollover processing
  • Pension commencement & drawdown calculations
  • TBAR (Transfer Balance Account Reporting)
  • Annual financial statements preparation
  • SMSF tax return preparation & lodgement
🔍
Independent SMSF Audit

ATO-compliant independent audit conducted by ASIC-registered auditors — eliminating self-audit risk and satisfying all regulatory requirements.

  • Independence from the preparing accountant — fully compliant
  • Financial & compliance audit to SISA 1993
  • Auditor's report (Part A & Part B)
  • ATO contravention reporting where required
  • SLA-backed turnaround (avg 5 business days)
  • Scalable capacity — no peak-season bottlenecks
📋
Compliance & Reporting

Comprehensive ATO compliance management ensuring every fund meets its annual obligations accurately and on time.

  • SuperStream & employer contribution processing
  • Annual return (SAR) preparation & lodgement
  • Actuarial certificates (defined benefit)
  • CGT cost base reconciliation
  • Pension minimum & maximum drawdown calculations
  • ATO portal correspondence management
⚙️
Software & Integration

We work inside your existing SMSF software with white-label output — zero disruption to your current workflow from day one.

  • BGL Simple Fund 360 — full administration & audit
  • Class Super — portfolio & administration
  • Xero — accounting integration
  • DocuSign / Adobe Sign — electronic execution
  • Secure file transfer via your preferred platform
  • White-label output under your firm's letterhead
Fully ATO & ASIC Compliant

Every SMSF engagement is delivered to Australian regulatory standards — with independently registered auditors, documented compliance processes and ATO-aligned reporting.

ATO
Compliant with SISA 1993 & SISR 1994
ASIC
ASIC-registered independent auditors
Privacy
Privacy Act 1988 — all 13 APPs
AASB
Aligned to AASB/IFRS standards

We Work In Your Tech Stack

No migration required. We plug straight into your existing software and workflows from day one.

BGL Simple Fund 360
SMSF Administration & Audit
Class Super
SMSF & Portfolio Management
Xero
Accounting & Reconciliation
MYOB
Accounting & Payroll
DocuSign
Electronic Signatures
Your Preferred Platform
We adapt to your workflow

Real Results from a Real Firm

Melbourne Accounting Firm
From 180 funds to 540 — without a single additional hire

A 12-partner Melbourne practice was overwhelmed at peak lodgement season — turnarounds were blowing out, two staff resigned and audit independence was at risk from self-auditing. OrtusPro took on full SMSF admin and independent audit for all 180 funds.

Get a Similar Outcome →
3x
SMSF portfolio growth in 18 months
40%
Cost reduction per fund
5 days
Average audit turnaround (was 3 weeks)
Zero
ATO compliance issues since handover

Ready to Scale Your SMSF Practice?

Let OrtusPro Global handle the SMSF compliance engine. Your team focuses on advisory. Your clients get better outcomes.