Compliance handled
before it becomes a problem.
Stay ahead of your SMSF's obligations with support that helps you avoid missed deadlines, compliance stress, and last-minute surprises.
More than a return
lodged at year end
SMSF compliance is about keeping the fund aligned with trustee responsibilities, reporting obligations, and the rules that apply throughout the year not just getting a return filed in time.
When compliance is handled reactively, issues build up quietly: a missed deadline, a delayed document, an overlooked obligation. We take a proactive approach instead, with oversight, coordination, and support across the full annual SMSF cycle including funds with property and other complex assets.
"Good compliance support should make things easier, not more confusing."
AgilisCA SMSF Compliance Team
Falling behind
Compliance tasks that have already slipped, with no clear path back to being on top of things.
A reactive accountant
A current provider who's slow to respond and only acts once a deadline has already passed.
A more complex structure
Property or alternative investments that need closer attention than a standard compliance approach.
Too many moving parts
Compliance, admin, and tax split across providers, with no single team managing the process cleanly.
Strategic SMSF advice
with Brooke
With more than 17 years of experience in financial services and funds management, Brooke works closely with SMSF trustees to develop informed investment strategies and make confident financial decisions. She specialises in retirement planning and tax-effective wealth strategies, helping clients maximise their savings while feeling empowered and in control of their financial future.
Associate Member, SMSF Association · General Manager, Agilis CAOur SMSF compliance
service, in full
Ongoing compliance oversight
Your fund's obligations monitored continuously, not just reviewed once a year.
Support on obligations & deadlines
Clear guidance on what's due, what's outstanding, and what needs your attention next.
Coordinated compliance tasks
The various compliance tasks across your fund managed together, not in isolation.
Annual SMSF cycle support
Support that follows your fund through the full year, rather than appearing only at lodgement time.
Complex asset compliance
Property and other alternative investments supported with the closer attention they need.
Aligned with tax return preparation
Compliance work kept aligned with your SMSF tax return, rather than handled as a separate exercise.
Why trustees move
their compliance to us
Common reasons trustees seek help
- They've fallen behind on compliance tasks
- They want a more proactive provider
- Their current accountant is slow to respond
- They need help with a more complex SMSF structure
- They want one team managing the process more cleanly
Why compliance support matters
- It helps reduce avoidable risk
- It keeps trustee responsibilities front of mind
- It makes annual reporting more manageable
- It supports a more consistent SMSF process
- It helps trustees avoid scrambling at the end of the year
What trustees usually ask
No. Our service is focused on compliance and administration for existing SMSFs, not financial advice.
Yes. We support compliance oversight for funds that hold property and other complex assets.
Yes. Many clients come to us specifically to improve the way their compliance is handled.
Make your SMSF compliance easier to manage.
Book a free SMSF compliance reviewReady for SMSF
compliance that's proactive?
Tell us a little about your fund and your current setup, and we'll get back to you within one business day.
Send us a message
We respond within 1 business day.
Your details are never shared with third parties.