YOUR RETIREMENT. PROTECTED & COMPLIANT.

SMSF Compliance & Auditing for Self-Managed Super Funds

Your self-managed super fund deserves more than a rubber stamp. As a registered SMSF Auditor, Ravi Raja provides independent audits and compliance reviews that protect your retirement assets and keep you on the right side of the ATO — without the stress.

Who We Help

  • SMSF trustees needing their annual independent audit

  • Funds with property, shares or alternative assets requiring specialist review

  • Trustees who've received an ATO query or compliance notice

  • New SMSF holders wanting to get compliance right from day one

Your retirement is too important to leave to a generalist.

COMMON QUESTIONS

Your SMSF Compliance & Auditing Questions, Answered.

Everything you need to know about SMSF compliance and independent audits. Can't find your answer? Call us on 02 9138 8800 or email [email protected]

Question 1: How often does my SMSF need to be audited?

Every SMSF must be audited annually by an approved SMSF auditor before the fund's annual return is lodged with the ATO. There are no exceptions — it is a mandatory legal requirement.

Question 2: Can my existing accountant conduct the audit?

No. The ATO requires the audit to be conducted by an independent, approved SMSF auditor who has no financial or personal relationship with the fund's trustees. This is a strict independence requirement.

Question 3:What happens if my SMSF is found to be non-compliant?

The consequences can be serious — including tax penalties, fund disqualification, or loss of concessional tax status. The good news is most compliance issues can be rectified if identified early. We manage this entire process for you.

Question 4: How long does an SMSF audit take?

For a well-maintained fund with clean records, the audit is typically completed within 5–10 business days. We guide you through exactly what documentation is needed upfront to make it straightforward.

CLIENT SUCCESS STORIES

What Our Clients Say

“Ravi and the team at Heads-up Advisory completely transformed our business structure. Their proactive advice saved us significantly on tax and gave us a clear roadmap for our property investments. Highly recommended.”


Glen,

Property Investor & Business Owner

“Finally an accountant who thinks ahead. Ravi identified a CGT saving we had no idea existed. He's not just our accountant — he's our strategic partner."

Bob T, High-Net-Worth Investor,
Melbourne

"Ravi doesn't just lodge our returns — he calls us before 30 June every year with a clear plan. That kind of proactive advice has saved us more than we ever expected."

Michael, Business Owner & Property Investor, Sydney

Certified & Recognised By

Trusted Credentials & Partners

Ravi Raja is a CPA Australia member, registered with the

Tax Practitioners Board, and a certified partner of Xero,

QuickBooks, and MYOB — giving our clients access to

best-in-class technology and regulated professional standards.

Heads-up Advisory provides proactive tax, accounting, and business advisory services to high-net-worth individuals,

property investors, and growing businesses across Australia.

Information

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Address

Suite 2, Level 5 / 91 George Street, Parramatta, NSW 2150

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Call Us

02 9138 8800

0432 374 787

© 2026 Heads-up Advisory | ABN: 28 234 537 945 | All Rights Reserved.