SMSF Accountants
We take care of your SMSF’s compliance, so you can focus on growing your SMSF.
We ensure your SMSF is in experienced hands
Most people who come to us about their SMSF aren’t worried about paperwork, in fact they’re more worried about getting something wrong without realising it. Managing a Self-Managed Super Fund (SMSF) in Australia is tied directly to your retirement, not just a compliance task. Our dedicated SMSF accountants are here to provide tailored compliance advice, whether you’re setting up and wanting to know what is involved, staying compliant, or seeking guidance and insights with your planning or changes in legislation.
From audits to property acquisitions and pension phase transitions, we handle the complex parts, so nothing catches you out. With our proactive, compliance-first approach, you can confidently focus on growing your fund, knowing it’s in experienced hands.
MEANINGFUL SUPPORT
SMSF Expert advice, without the hassle
How We Make SMSF Management easy for you
Looking for SMSF accountants in Queensland who truly understand your goals? That’s us.
SMSF rules change, and most people simply don’t have time to track every update. That’s exactly what sets us apart, we do, and we translate it into figures you can actually understand. No jargon, just real advice from people who take your fund as seriously as you do.
Our approach is built on trust, which is why we offer upfront and transparent pricing, so there are never any surprises. At Wardle Partners Accountants & Advisors, we’re here to support your financial goals with the clarity, care, and confidence you deserve.
Honest communication without the jargon
We know that financial language can often feel overwhelming, which is why we cut through the noise with clear, straightforward communication. Our focus as specialist SMSF accountants is on delivering advice that makes sense to you, without hiding behind complex jargon or unnecessary details. So when we talk, you’ll get plain, honest answers that help you make confident decisions. Ultimately, it’s about giving you the information you need in a way that’s easy to understand and aligned with your goals.
Real people who care and want you to succeed
Behind every piece of advice we give is a team of real people who genuinely care about your SMSF success. That’s why we take the time to get to know you and understand what you’re trying to achieve with your fund, so the advice fits your situation.
Your SMSF deserves the attention of a specialist. Partner with SMSF accountants on the Sunshine Coast who put your future first.
Switching SMSF Accountants made easy
Making the switch to us is easier than you might think. It sounds like a headache, but it’s more straightforward than you’d expect. We’ve designed the transition to be smooth from your side.
Our team handles the paperwork, liaises with your current provider, and ensures every detail is covered, so you don’t have to worry about a thing.
You’ll stay informed the whole way through, without having to chase anyone for updates.
The people who make it happen
- Loyal, long-standing team
- Big enough to deliver, small enough to genuinely care
- Friendly, proactive team that feels like an extension of your business
REAL SUCCESS
What our clients have to say
Don’t just take our word for it — hear what our clients have to say. We’re proud to have built lasting relationships with SMSF clients who value our expertise, clear communication, and genuine care for their success. Here’s what some of them have experienced working with us.
Frequently Asked Questions (FAQs)
An SMSF accountant manages your self-managed super fund’s compliance, financial statements and tax reporting, and acts as your fund’s Tax Agent for ATO obligations. At Wardle Partners Accountants & Advisors, this includes:
- Setting up your SMSF on your instructions
- Preparing annual financial statements and tax returns
- Coordinating your independent SMSF audit
- Managing GST reporting where applicable, for example, if your SMSF holds a commercial property registered for GST
- Guiding your pension phase transition, including Transfer Balance Account reporting and annual minimum/maximum withdrawal requirements
- Preparing Centrelink reports on your SMSF member balances, if you also receive a Government pension
- Working alongside your lawyer on your SMSF’s estate planning documentation
IMPORTANT: There are services an SMSF accountant cannot provide without an AFS licence. See “What an SMSF Accountant cannot do” below.
SMSFs are complex and heavily regulated. A regular tax accountant may not be across superannuation law, ATO compliance, or investment restrictions. An SMSF accountant brings specialist knowledge to help you avoid mistakes, maximise tax efficiency, and ensure your fund remains compliant year-round.
At Wardle Partners Accountants & Advisors, our SMSF services include:
- Fund establishment and structure advice
- Annual financial statements and tax returns
- Ongoing compliance with ATO rules
- Coordinating independent SMSF audits
- Contributions, pension phase and rollover guidance
Get in touch with us for more information on our full scope of services.
Since 1 July 2016, accountants must hold an Australian Financial Services (AFS) licence to advise on acquiring or disposing of an interest in an SMSF. Wardle Partners Accountants & Advisors does not hold an AFS licence, that’s typically held by a Financial Planner. This means we cannot:
- Recommend the setup or winding up of an SMSF. If you instruct us to do so, we can set one up on your behalf.
- Advise clients to make particular investments through their SMSF. We can explain the general investment rules and diversification requirements that apply to your fund.
- Suggest a particular loan or lender for an SMSF property purchase, or assist you to apply. We can explain what’s required for your SMSF to follow the borrowing rules.
- Recommend a client establish a margin lending facility within an SMSF.
- Recommend a particular level of contributions. We can advise on your eligibility and the tax implications of contributing to super.
- Recommend moving from accumulation to pension phase. We can advise on the tax benefits of doing so, for example, being able to withdraw benefits tax-free after a certain age.
Once we receive your instructions (or your Financial Planner’s), we typically have the SMSF set up and the company trustee registered within 24 hours and register the fund with the ATO immediately. In most cases the ATO issues the SMSF’s complying fund status and ABN straight away, though processing times can vary.
From there, you’ll set up a bank account using the kit we provide, then arrange for your existing super to be rolled over and deposited into your SMSF account. Timeframes for your current fund to release those funds vary by provider.
From 10 August 2026, SMSFs can no longer enter a new Limited Recourse Borrowing Arrangement (LRBA) to buy residential property, under the Treasury Laws Amendment (Tax Reform No. 1) Act 2026. SMSFs can still borrow to acquire business real property such as commercial offices or industrial sheds – a common strategy for business owners whose SMSF owns the premises they operate from.
The following arrangements aren’t affected:
- Existing borrowings entered into before 10 August 2026
- Refinancing of those existing borrowings
- Binding contracts to acquire residential property exchanged before 10 August 2026, even if settlement or borrowing happens after that date
For the current legislation, see SMSF borrowing arrangements.
Take the Stress Out of Your SMSF
Managing your own super fund doesn’t mean doing it alone. With Wardle Partners Accountants & Advisors, you get real support from specialist SMSF accountants who speak your language, not in circles. We cut through the complexity to give you advice that’s clear, actionable and tailored to your future goals.
Whether you’re looking for an SMSF accountant in Brisbane, on the Sunshine Coast or anywhere across Queensland, our local expertise means we understand your environment and how to make it work for your fund. We make switching easy, handle the admin behind the scenes and offer upfront pricing so there are no surprises.
From compliance and strategy guidance to navigating audits and pension phase transitions, you’ll always have a dedicated team of SMSF accountants on your side, backed by years of real SMSF experience. We’ll handle the details so you can focus on what really matters. Get started today. Reach out to us to learn more about our services.
Office Address
8 Otranto Ave, Caloundra QLD 4551
Phone Number
07 5492 0300
Business Hours
Mon-Thurs: 8:00am - 4:30 pm
Friday: 8:00am - 2:00pm
