Superannuation advice and compliance

Superannuation is about securing your future. Ensuring your super is the right fit for your needs, and is working at full capacity, is vital. BDO provides practical and hands-on superannuation and SMSF advice to individuals, accountants, and other advisers. With dedicated professionals across the country, our focus is on building strong relationships to achieve superior client outcomes.

How BDO can help

BDO’s dedicated superannuation advisers offer a wide range of services to a wide range of clients, from advice and consulting to administration.

Superannuation legislation is a complex area. Our experts can help you ensure compliance in:

  • Contributions and benefit payments – eligibility, tax-deductibility
  • Investment options – permitted investments, use of related unit trusts, limited recourse borrowing arrangements
  • Administration – documentation, review of financial statements, member statements, investment strategy, trustee minutes and working papers
  • Governance – assistance with ATO reviews/audits of funds
  • Risk management – reports on deficiencies or omissions, recommendations on remedial action, assistance to trustees who have breached legislation, ensuring future compliance.

BDO offers professional and personalised advice, with dedicated teams in Adelaide, Brisbane, Cairns, Perth, Sunshine Coast and Sydney. To find out how we can help you navigate the superannuation landscape, contact us today.

SMSF administration

Many Australians have ventured down the path of an SMSF or are considering doing so. Making this decision requires careful analysis of your current and future superannuation needs, with full consideration given to tax and other financial implications.

What sets us apart is our ability to handle complex SMSF issues and investments. We will accurately guide you in relation to your reporting and compliance obligations and make sure you stay within the rules.

Our SMSF experts will take you through a thorough assessment process, determining whether an SMSF is the right solution for you. After you’ve considered all options and decided to go ahead, we’ll help ensure your SMSF is set up quickly and efficiently. From there, we can handle your ongoing SMSF administration and tax obligations.

Talk to our team to find out whether a SMSF is the best option for you, or for help with the ongoing administration of your SMSF.

Superannuation Factsheet

Download our factsheet to better understand your SMSF, including: the difference between concessional and non-concessional contributions, when your Superannuation Guarantee needs to be made, and conditions of release.

SMSF audits

For decades, accountants have been drawing on the expertise and reputation of BDO’s SMSF audit and tax team. We leverage the latest technology and best practice methodologies to deliver an improved customer experience through advanced analytics and streamlined costs.

Benefit from our efficient processes linked to BDO’s audit methodology and IT capability to:

  • Improve SLAs and deliver shorter turnaround timeframes, increased completion rates and richer reporting
  • Quickly identify exception items and accelerate remedial action for a no-surprises approach
  • Get the scalability you need to cater for peak volumes.

Leverage our leading analytics capabilities to help:

  • Anticipate and provide alerts for non-compliant areas to trustees
  • Provide additional reporting and evaluations to support key decisions relating to SMSFs, through real-time, interactive dashboards
  • Regularly monitor SMSF accounts for irregularities, ongoing deadlines and compliance issues
  • Perform portfolio demographics and agree on the most efficient order and/or batch process to perform the year-end audit.

Use our paperless and streamlined systems to:

  • Automate your processes and apply straight through processing (STP) principles to eliminate administration activities, such as manual uploads and transfers of audit and tax files
  • Gain visibility of processing economics to have total transparency and reduce your costs as volumes increase.

To find out how we can help you navigate the SMSF auditing landscape, contact us today.


SMSF Audit Documentation Checklist

Managing an SMSF means an annual audit is required. Understanding the key considerations, specific regulatory requirements and common audit issues is made easier with our SMSF Audit Documentation Checklist.


Contact us

Contact our team to discuss your needs using the request for service form. Alternatively, call us on 1300 138 991 to speak with an adviser in your nearest BDO office.

Meet our National Leader

Meet our team