Self-managed superannuation funds (SMSFs) provide individuals with greater control and flexibility over their retirement savings — but they also come with complex compliance obligations. At Sydney Property Valuers, we specialise in helping trustees navigate the regulatory landscape with confidence. From meeting annual audit requirements to ensuring your fund complies with the Superannuation Industry (Supervision) Act (SIS Act), our team delivers expert guidance, independent auditing, and practical support tailored to your fund’s needs.
We work with trustees, accountants, and financial advisers to ensure that all reporting, documentation, and compliance requirements are met accurately and on time. Our approach is thorough, transparent, and collaborative helping you avoid costly penalties, maintain concessional tax treatment, and stay aligned with your long-term superannuation strategy.
For relevant residential property requirements, Sydney Property Valuers also provides First home owners compliance assistance.
Yes. Every SMSF must be audited by an ASIC-approved auditor each financial year, regardless of the fund’s size or activity.
Absolutely. We regularly liaise with accountants and financial advisers to ensure a seamless, efficient process for SMSF clients.
We can help assess the issue, recommend a course of action, and where necessary, assist in reporting to the ATO in a professional and timely manner.
Yes, we provide first-year audits and compliance support to new funds and their trustees.
Sydney’s dynamic growth and strong economy have contributed to rising real estate prices in recent years.