Your SMSF, kept compliant and audit-ready

Deryan Financial Group handles your fund’s accounts and annual return, and coordinates the independent audit, so your SMSF stays compliant without you chasing anyone.

Is this right for you?

Who we help with their SMSF accounts and audit

You run your own SMSF

Accounts, return and audit handled as one package

The compliance side is a lot to keep up with

We keep your fund's records and reporting in order

Your audit needs coordinating

We arrange the independent audit and manage it end to end

Your fund has fallen behind

We get the accounts and lodgements back up to date

You want one team on the whole thing

Accounts, return and audit, managed together

How It Works

One managed process, from accounts to lodged return

We prepare your fund's accounts

Financials and the annual return, built from your fund's records

We arrange the independent audit

We engage and manage an independent SMSF auditor on your behalf

We work through any audit queries

Anything the auditor raises, we handle, so it does not land on you

We lodge and keep you set for next year

The return lodged once the audit is signed off, ready to do it again

Frequently Asked Questions

Can you also audit my SMSF, or does someone else do that?

Someone else does, and that is the law. An SMSF auditor has to be independent of the firm that prepares the accounts, so we cannot audit a fund we do the accounting for. What we do is engage a registered, independent auditor on your behalf and manage the whole process, so you still deal with one team.

Does my SMSF really need an audit every year?

Yes, every year, without exception. The law requires every SMSF to be audited annually by an independent, ASIC-registered auditor, no matter how simple the fund is or whether any tax is payable. There is no way around it. We arrange that audit as part of the package, so it is handled rather than hanging over you.

Do I still need a return and audit if my fund barely did anything this year?

Yes. An SMSF still has to lodge an annual return and be audited even if it took no contributions and paid no benefits. A quiet year does not remove the obligation. We prepare the accounts and return and coordinate the audit either way, and a simpler year usually means a simpler, smoother process.

What makes one SMSF cost more to look after than another?

Mostly complexity and record keeping. A fund holding a few shares and some cash is straightforward. Add a property, a borrowing arrangement, or a pile of disorganised paperwork, and there is more to prepare and more for the auditor to verify. The cleaner your records, the smoother and simpler the whole job becomes.

What do you need from me, and how long does it take?

We need your fund’s records for the year, things like bank statements, investment and contract notes, and statements for any property. From there we prepare the accounts, the auditor reviews them, and we lodge once the audit is signed off. The cleaner the records, the quicker it moves. We give you a simple checklist up front.

YOUR SMSF, HANDLED END TO END

Let us prepare the accounts and return and coordinate the independent audit, so your fund stays compliant and you stop chasing it.