SMSF Accounting & Financing Services
At Dream Financing, we provide professional accounting and administration services for clients with Self-Managed Superannuation Funds (SMSFs). Our role is to help you meet your obligations, keep your fund compliant with ATO requirements, and reduce the administrative burden that comes with running an SMSF.
SMSF Services Overview
Our SMSF services include:
- Assisting with fund establishment and ATO registrations
- Preparing annual financial statements and coordinating audits
- Lodging tax returns and ensuring ongoing compliance
- Managing fund administration and reporting requirements
Business Accountants with a Complete View
As experienced business accountants, we understand that your superannuation doesn’t always exist in isolation. Many of our clients operate businesses, and by working across both their business accounting and SMSF compliance, we can:
- Provide a more integrated picture of your finances
- Streamline advisory discussions with your financial planner
- Reduce duplication and improve efficiency in reporting
This whole-of-entity approach helps ensure nothing gets missed, and your accountant, planner, and auditor are all on the same page.
SMSF Financing Expertise
Our dedicated finance team are specialists in SMSF lending and can assist with structuring loans for property purchases within your super fund. We work with a wide network of lenders who understand SMSF requirements and can guide you through the process of securing finance that complies with ATO and lender rules. By combining our accounting knowledge with financing expertise, we help make the borrowing process smoother and ensure the right checks and balances are in place.
Working Alongside Your Financial Planner
We understand that SMSFs require both compliance support and licensed financial advice. At Dream Financing, we:
- Work directly with your chosen financial planner to ensure all compliance and tax reporting runs smoothly.
- Can introduce you to licensed financial advisers we trust if you don’t already have one.
This way, you get the right strategic advice from a licensed professional while we focus on ensuring your SMSF administration and reporting is accurate, efficient, and fully compliant.
Important Information
We do not provide financial product advice or make recommendations about whether an SMSF is suitable for you. If you are considering setting up an SMSF, please seek advice from a licensed financial adviser before making any decision.
Why Work With Dream Financing?
- Local team with strong SMSF accounting and compliance expertise
- Business accountants who understand both your trading entity and your SMSF
- Specialists in SMSF financing and lending support
- Being able to have your accountant and finance broker working together is invaluable — you get coordinated advice and smoother outcomes
- End-to-end administration and tax reporting services
- Collaboration with your financial adviser for a seamless experience
Contact Us
If you already have an SMSF or are exploring what’s involved, our team can help with the compliance, tax, and accounting requirements while working alongside your financial planner.
Disclaimer:
Dream Financing does not hold an Australian Financial Services Licence (AFSL) and does not provide financial product advice. Our services are limited to accounting, taxation, finance broking, and compliance administration for SMSFs. For financial advice, we recommend you speak with a licensed financial adviser.