Registered Tax Agent 2604 5805 · Chartered Accountants ANZ · Sydney CBD
02 9267 6533
Tsia Partners
TSIA PARTNERS
Back

SMSF accounting in Sydney

Compliance, and the decisions behind it.

An SMSF return cannot be lodged until an approved auditor has signed off, and the auditor will not sign off without evidence for every balance. We handle the annual work, and we tell you before you do something that will not survive the audit.

Call 02 9267 6533

What this covers

Annual financial statements, member statements and the SMSF return
Coordination with an independent approved auditor
Contribution caps, bring-forward arrangements and notices of intent
Pension commencement, minimum payment calculations and actuarial certificates
Limited recourse borrowing arrangements and bare trust documentation
Investment strategy review and the annual trustee minutes
In-house asset, related party and sole purpose test questions before they become breaches

When people come to us

You are considering establishing a fund and want to know if it is worth it
The fund holds property, an unlisted investment or crypto and the audit is getting harder
You are moving into pension phase
A contribution, withdrawal or asset purchase is planned and you want it checked first
Your current administrator processes but does not advise

An SMSF is a trust with a tax concession attached and a regulator watching. The concession is worth having; the conditions attached to it are not negotiable, and the annual audit exists specifically to test whether they were met.

We prepare the financial statements, member statements and the fund return, obtain an actuarial certificate where the fund pays a pension against unsegregated assets, and coordinate the independent audit. The auditor must be independent of us, so their fee is separate and paid to them. Independence rules prevent us from auditing a fund whose accounts we prepare.

We also look ahead. Contribution caps, bring-forward triggers, pension minimums, in-house asset limits and related-party transactions all have bright lines, and crossing one is expensive to unwind. It is better to discuss them in April than to report a breach in November.

What the fee includes

Annual financial statements, member statements and the SMSF annual return
Investment income reconciliation and market valuation workpapers
Actuarial certificate arranged where the fund requires one
Coordination of the independent audit and response to auditor queries
Annual trustee minutes and investment strategy review

What it does not include

The independent audit fee, paid to the approved auditor — typically $500 to $900
Fund establishment, deed upgrades and LRBA documentation, quoted separately
Financial product and investment advice, which requires an AFS licence we do not hold
Actuarial certificate fee, charged at cost

We can quote separately for anything excluded. We won’t do or bill work outside the agreed scope without your approval.

What we need from you

Sending these at the start is the best way to get the work done quickly. The checklists set them out in full.

Fund bank statements for the full year and the prior-year closing balances
Investment holdings statements with 30 June market values
Contribution records and any notices of intent to claim a deduction
Pension payment records and member details, including any condition of release met
For property: title, rental records, valuation evidence and any LRBA loan statements

How it works

01
The annual file
Statements, valuations and the records the auditor will require. Our SMSF checklist lists them.
02
Audit and lodge
Prepared, audited independently, and lodged — with any issue raised with you before it is reported.
03
The forward view
Caps, pensions and anything planned for the coming year, so decisions are made before 30 June.
Fees
from $2,000, plus the independent audit fee

We quote a fixed fee in writing before work starts. Complex structures, catch-up years and multiple entities cost more, and we’ll tell you before we begin.

Common questions

How much does SMSF administration cost?
From $2,000 a year for bookkeeping, accounts, member statements and the return, plus the independent audit fee paid to the auditor. Funds holding property, unlisted investments or crypto sit higher because the valuation and audit evidence is heavier.
Can you audit my fund?
No, and neither can any accountant who prepares your accounts. Independence rules prohibit it. We coordinate with an ASIC-registered approved auditor and their fee is billed separately.
When is the return due?
15 May for most established funds where a tax agent acts, and the return cannot be lodged until the audit is complete. First-year funds and funds with outstanding prior years face earlier dates.
More at the full FAQ.

Written on this

TSIA PARTNERS
Suite 201, Level 2
309 Pitt Street, Sydney NSW 2000
general@tsiapartners.com.au
02 9267 6533
© 2026 Tsia Partners Pty Ltd · ABN 26 637 447 235 · Tax Agent 2604 5805 · ASIC Registered Agent 40908 · Liability limited by a scheme approved under Professional Standards Legislation
Call us
Registered Tax Agent 2604 5805 · Chartered Accountants ANZ · Sydney CBD
02 9267 6533
Tsia Partners
TSIA PARTNERS
Back

Advisers who know your affairs.

Chartered accountants and registered tax agents in Sydney CBD, advising individuals, families and businesses on tax, accounting and structure.

Who we work with

The software we work in

We work directly in your accounting file, in whichever package suits your business.

Xero MYOB Intuit QuickBooks BGL Paidnice
Tell us what you need.

A sale, a restructure, an ATO letter, or a decision you want checked before you make it. A few lines in your own words is enough.

Introductory call · 20 minutes · with a principal
In person at 309 Pitt Street or by phone, at a time you choose.
See available times
Or send it in writing and the principal will come back to you.
A principal reads every enquiry. Please don’t include tax file numbers or documents here.
Estimate your fee
Choose all that apply. Tap again to deselect.
1 — Who for · select any
2 — What you need · select any
IAS lodged
BAS lodged
Pay runs
Employees
{{ staffN }}
$15 per employee per lodgement, plus GST
3 — How complex
{{ estLabel }}
{{ estRange }}
{{ estSummary }}
{{ l.label }}{{ l.amt }}
A guide only, not a quote. Fees are ex GST and confirmed in writing once we’ve looked at your situation.
Narrow it down · optional

A little detail helps us quote accurately: the number of entities, any years outstanding, and the state of your records.

For initial enquiries only. Please don’t include tax file numbers or documents here.
By phone
02 9267 6533
Mon–Fri, 9:00am – 5:30pm. Calls come straight through to us.
Registered and accountable
Tax Practitioners Board Registered — Tax Agent 26045805 Chartered Accountants Australia and New Zealand
{{ c }}
Resources
Four free checklists of what to bring to your appointment, plus the year’s lodgement dates.
Open resources
Switching to us
We contact your current accountant for clearance and your prior-year records, so you don’t have to. Most transfers take about two weeks.

{{ svc.heading }}

{{ svc.h1 }}

{{ svc.lead }}

Call 02 9267 6533

What this covers

{{ c.t }}

When people come to us

{{ c.t }}

{{ p.t }}

What the fee includes

{{ c.t }}

What it does not include

{{ c.t }}

We can quote separately for anything excluded. We won’t do or bill work outside the agreed scope without your approval.

What we need from you

Sending these at the start is the best way to get the work done quickly. The checklists set them out in full.

{{ c.t }}

How it works

{{ h.n }}
{{ h.t }}
{{ h.b }}
Fees
{{ svc.price }}

We quote a fixed fee in writing before work starts. Complex structures, catch-up years and multiple entities cost more, and we’ll tell you before we begin.

Related

Common questions

{{ f.q }}
{{ f.a }}
More at the full FAQ.

Resources

What to gather before your appointment.

Four free checklists, no sign-up needed. Sending everything together means your return can be finished in days rather than weeks.

Checklists

Free · no email required
{{ c.label }}
{{ c.pages }}
Who it is for. {{ c.who }}
What it asks for. {{ c.covers }}
Not sure which applies to you? — or see the key dates for when each is due.

Insights

Notes on common tax questions.

Written by our principal on questions clients ask us regularly. They are general information and don’t take your circumstances into account.

{{ a.cat }}
{{ a.title }}
{{ a.blurb }}
→
Looking for deadlines? The key dates calendar lists every lodgement and payment date for the year.
Insights · {{ art.cat }}

{{ art.title }}

{{ art.blurb }}

{{ art.reviewed }}

{{ p.t }}
The service behind this
{{ art.svcLabel }} →

General information only, current at the date shown above. It does not take your circumstances into account and is not a substitute for advice. If it applies to a decision you are about to make, .

Also worth reading

Industries

Tax and accounting issues by industry.

The industries we work with regularly, and the issues that tend to come up in each. If yours isn’t listed, get in touch. We likely work with it too.

{{ i.label }}
{{ i.lead }}
{{ i.cta }} →

{{ ind.label }}

{{ ind.h1 }}

{{ ind.lead }}

Call 02 9267 6533

What goes wrong

{{ c.t }}

What we do about it

{{ c.t }}
What it costs
{{ ind.fee }}

Fixed in writing before work starts.

Services involved

Worth reading for this industry

Services & fees

Published fees. Fixed before we start.

Every engagement is scoped and priced in writing. The fees below are starting points, and the estimator gives a closer figure for your situation. Advisory and structuring work varies too much to list, so we quote it per engagement.

How we help

{{ s.label }}
{{ s.price }}
{{ s.cta }} →

Everything, line by line

Service
Who it suits
From
{{ g.title }} → {{ g.title }}
{{ r.service }}
{{ r.who }}
{{ r.from }}
All fees ex GST. Monthly plans available on business engagements.
Free 20-minute review
Bring last year's return. We'll tell you what we'd have done differently.

Who we help

From a single return to a group of entities.

{{ c.kicker }}

{{ c.title }}

{{ c.body }}

Talk to us about this →
Industries — pick yours
{{ indName }}
{{ industryNote }}

About

A Sydney practice since 1974.

Tsia Partners is a Sydney chartered accounting and tax practice working with individuals and businesses across Australia. We handle the annual compliance work and advise on the decisions around it. We have kept the practice small so a principal stays responsible for your work.

Many clients have been with us for decades, through business sales, family changes and the occasional ATO review.

Our history

The practice began in 1974 as L K Tsia Chartered Accountants, founded by Loi Kah Tsia. Tsia Partners was formed in 2019 to continue that work, led by Jia Hao Tsia.

{{ h.y }}
{{ h.t }}
{{ h.b }}
Founder

Loi Kah Tsia

Known to clients as Tom
BComm, FCA, FCPA — Tax Agent and Registered Auditor

Tom was born in Sandakan, Sabah, in 1947. He grew up in Malaysia and came to Australia on his own to study. After qualifying as a Chartered Accountant he worked in other firms for several years, and in 1974, with the support of his wife, he opened his own practice, L K Tsia Chartered Accountants, in Sydney.

Over more than forty-five years he advised charities, unions and employer associations, manufacturers, family businesses and individuals. Many of those clients are still with the practice today.

He worked to three principles, and Tsia Partners still does:

Client first
Honesty
Responsibility

The firm is now led by Jia Hao Tsia.

The team

A small team who know your file.

{{ t.role }}
{{ t.name }}
{{ t.creds }}
{{ t.body }}

How we practise

The principles behind how we work.

{{ b.t }}
{{ b.b }}

How an engagement runs

{{ e.n }}
{{ e.t }}
{{ e.b }}

Where our clients are

Our office is in the Sydney CBD, with clients across NSW and interstate. We work the same way wherever you are.

{{ p.t }}
{{ a.name }}
{{ a.body }}

The practice, on paper

{{ f.k }}
{{ f.v }}

Contact

We usually reply the same day.

Office
Suite 201, Level 2, 309 Pitt Street
Sydney NSW 2000
Open in Google Maps →
Hours
Mon–Fri, 9:00am – 5:30pm
Phone
Sending us documents
Email them to the address above, or ask us for a private SharePoint folder. SharePoint is better for large files, a full year’s records, or anything with a TFN, bank details or ID. We’ll send the link the same day. Please never send a TFN by SMS.
Tell us what you need.

A sale, a restructure, an ATO letter, or a decision you want checked before you make it. Write it in your own words.

Introductory call · 20 minutes · with a principal
In person at 309 Pitt Street or by phone, at a time you choose.
See available times
Or send it in writing and the principal will come back to you.
A principal reads every enquiry. Please don’t include tax file numbers or documents here.
Estimate your fee
Choose all that apply. Tap again to deselect.
1 — Who for · select any
2 — What you need · select any
IAS lodged
BAS lodged
Pay runs
Employees
{{ staffN }}
$15 per employee per lodgement, plus GST
3 — How complex
{{ estLabel }}
{{ estRange }}
{{ estSummary }}
{{ l.label }}{{ l.amt }}
A guide only, not a quote. Fees are ex GST and confirmed in writing once we’ve looked at your situation.
Narrow it down · optional

A little detail helps us quote accurately: the number of entities, any years outstanding, and the state of your records.

For initial enquiries only. Please don’t include tax file numbers or documents here.
Registered and accountable
Tax Practitioners Board Registered — Tax Agent 26045805 Chartered Accountants Australia and New Zealand
{{ c }}

Key dates

Lodgement and payment deadlines for 2026–27.

Where a due date falls on a weekend it moves to the next business day, and we’ve shown the adjusted date. Clients on our tax agent list often have later due dates than those below.

{{ g.title }}

{{ g.note }}
{{ r.date }}
{{ r.what }}
{{ r.who }}
{{ datesReviewed }}

These are general dates, not advice on your own obligations. Deadlines can differ for agent-lodged returns, new registrations and ATO concessions, so check with us before relying on one.

Questions

Common questions from new clients.

If your question isn’t here, call or email us.

{{ q.a }}
Legal

Disclaimer & Privacy Policy

{{ s.title }}

{{ p }}
Legal

Terms & Conditions

{{ s.n }}

{{ s.title }}

{{ p }}
—{{ b }}

{{ p }}
TSIA PARTNERS
Suite 201, Level 2
309 Pitt Street, Sydney NSW 2000
general@tsiapartners.com.au
02 9267 6533
Services {{ s.label }}
Firm {{ n.label }}
Resources {{ m.label }}
© 2026 Tsia Partners Pty Ltd · ABN 26 637 447 235 · Tax Agent 2604 5805 · ASIC Registered Agent 40908 · Liability limited by a scheme approved under Professional Standards Legislation
Disclaimer & Privacy Policy Terms & Conditions
Call us