Already have a self-managed super fund? Switch your ongoing administration and compliance to Agilis CA
and get a dedicated team who keeps your fund audit-ready, ATO-compliant, and performing for your retirement.
Managing an SMSF involves far more than investment decisions. Behind every fund is a constant stream of compliance obligations annual returns, financial statements, independent audits, contribution tracking, and ever-changing ATO requirements. One missed deadline can mean penalties. One reporting error can mean an audit.
At Agilis CA, we handle all of it. Our experienced SMSF accountants take responsibility for the ongoing administration and compliance of your fund, so you can stay focused on your investments and your retirement goals not the paperwork.
We work with trustees across Brisbane and beyond who want professional oversight without the stress. Whether you’ve been self-administering and it’s become unmanageable, or your current accountant isn’t proactive enough we make switching straightforward.
Everything your fund needs to remain compliant, accurate, and optimised handled end to end by our team.
Financial statements, member reporting, and fund-level tax returns prepared and lodged on time — every year, without you chasing us.
We manage the entire audit process on your behalf, liaising with an approved SMSF auditor and ensuring your fund passes without issue.
Tailored strategies to manage contributions, pension phases, and beneficiary arrangements in a tax-efficient manner aligned with your retirement goals.
We help ensure your fund’s investment strategy remains documented, current, and compliant with trustee obligations under the SIS Act.
SMSF rules change. We stay on top of ATO updates, contribution limit changes, and legislative shifts — and advise you before they affect your fund.
Direct access to your SMSF accountant for any questions about your obligations, fund decisions, or planning opportunities throughout the year.
Many SMSF trustees come to us after years of reactive service accountants who only appear at tax time, compliance errors that went unnoticed, and reporting that never quite reflected reality. We do things differently.
We flag issues, regulatory changes, and opportunities before they become problems not after your audit report arrives.
You'll deal with the same SMSF accountant who knows your fund, your goals, and your history.
Clean, reconciled financials mean no last-minute scrambles and a smoother audit every single year.
Fixed-fee annual engagements so you know exactly what you're paying no surprise invoices at year-end.
Moving your SMSF administration to Agilis CA takes three straightforward steps — we handle the transition and work directly with your previous accountant to collect what we need.
We review your current fund position, compliance status, and what administration is outstanding — no obligation, no cost.
We contact your previous accountant, collect prior year records, and bring everything up to date under our management.
From here on, we handle all annual compliance and reporting — with regular updates and direct access to your accountant.
Monday – Friday
Saturday & Sunday
9:00am – 5:00pm
Closed
