SYDNEY-BASED SMSF ACCOUNTANTS · 24/7 AI FRONT DESK
Sydney-based SMSF accountants specialising in property, shares, ETFs, and crypto. Fixed-price setup from $880. Annual compliance handled. Sofia, our 24/7 AI front desk, answers your questions and books consultations automatically.
General information only. We do not provide personal financial product advice.
SMSF suitability depends on your personal circumstances.
Answer 11 quick questions and Sofia will help guide your next step — no advice, no obligation.
Takes around 2 minutes
Helps identify the right next step
Sent directly to our team
No financial advice provided
Sofia can collect details and route your enquiry to the Sydney SMSF team.
Fixed-price setup, annual compliance, and a 24/7 AI front desk. Sydney-based accountants who know SMSF inside out.
Individual or corporate trustee structures. Fixed-price packages from $880. We handle the ABN, TFN, trust deed, bank account, and investment strategy — so you start right.
Annual financial statements, member reporting, tax returns, and ATO lodgements. We keep your fund compliant so you avoid penalties and stay focused on your investments.
Sofia answers general SMSF questions instantly, runs the readiness check, captures your details, and books a consultation with the team — 24 hours a day, 7 days a week.
Start with a readiness check, then speak with the Sydney SMSF team about the right level of support for your situation.
Answer 11 questions with Sofia and find out if an SMSF makes sense for your situation. No commitment, no advice, no cost.
Full SMSF setup with individual trustees. Includes trust deed, ABN, TFN, bank account setup, and investment strategy document.
SMSF setup with a corporate trustee structure. Recommended for property investment and long-term flexibility. Includes company setup.
Full SMSF setup with a corporate trustee structure plus a bare trust for property investment. Includes everything in Corporate Trustee plus a separate bare trust deed for your property asset.
Sofia can answer general SMSF questions instantly and help route the right enquiries to the Sydney SMSF team.
No. Sofia provides general SMSF information only and helps you book a consultation. Whether an SMSF is suitable for you depends on your personal circumstances — the team will discuss that with you directly.
About 2 minutes. Sofia asks 11 quick questions to understand your situation and help route your enquiry to the right person.
Individual trustee setup is $880, corporate trustee is $1,650, and SMSF plus bare trust is $3,300. All fixed price — no surprises.
Yes. You can book a free consultation with the Sydney SMSF team directly through the site. Sofia can also book it for you during the chat.
No. We help with new SMSF setup, existing fund compliance, annual accounting, tax returns, and bare trust structures for property investment.
Check your SMSF readiness in 2 minutes, or ask Sofia a question right now. The Sydney SMSF team is ready when you are.
Sydney-based SMSF accountants. Setup, compliance, and annual accounting — powered by Sofia, your 24/7 AI front desk.
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Office: 02 7228 0466 | Sofia 24/7: 0480 890 544 | Email: [email protected] | Suite 101, Level 1, 276 Pitt Street, Sydney NSW 2000 | Mon–Sat 9:00am–5:00pm, Sun Closed
General Information Warning & Disclaimer: All information on this website is provided as a general information service only and does not constitute financial product advice. None of the information takes into account your personal objectives, financial situation or needs. Sydney SMSF Services does not hold an Australian Financial Services Licence (AFSL) and is not an authorised representative of an AFSL holder. We do not provide financial product advice or recommend any financial products. Before making any financial decision, you should consider obtaining advice from an Australian Financial Services licensee and obtain the relevant Product Disclosure Statement (PDS). Liability limited by a scheme approved under Professional Standards Legislation.
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