Providing SMSF Accounting in Coffs Harbour

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Comprehensive SMSF Accounting Services

At OTG Accountants, we can help you set up and operate your own self-managed super fund (SMSF). After receiving advice from our preferred financial advisor, we will put your plan into action with the setup and structural requirements of your new fund. 


With the complex area of SMSF and the associated compliance issues that can easily arise, it’s important to make sure you understand your many obligations as trustee of your SMSF. We have SMSF specialists who can compile the financial statements and annual tax return, check for any possible areas of concern and assist you in any way possible to help you to manage your fund in the most effective way.


We work alongside an independent SMSF auditor who offers very competitive rates to conduct annual audits for OTG clients. We also offer a portfolio administration service if you would like us to record the movements in the fund’s investments for you and take care of administrative tasks during the year.


Contact our SMSF accounting team today on (02) 6699 2826 to arrange an appointment. Serving clients in Coffs Harbour and surrounds.

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Why Choose Our Accountants?

There are numerous benefits to choosing our accountants to manage your SMSF. They include:


  • Compliance: Our accountants can help ensure your SMSF is compliant with superannuation laws and regulations, minimising the risk of penalties and enforcement action. 
  • Tax planning: We can help develop tax-efficient strategies to maximise returns, such as claiming tax deductions, structuring investments appropriately and optimising contributions and withdrawals. 
  • Investment advice: Our independent licensed financial advisor can provide valuable insights into investment performance and risk management, helping you to make informed decisions about your SMSF's investment portfolio. 
  • Reporting and auditing: We can prepare and lodge the SMSF annual return, as well as coordinate the annual audit by an independent auditor.
  • Administration: Our accountants can help with day-to-day administration tasks, such as bookkeeping, record-keeping and compliance documentation.


Don't let the complexities of managing your SMSF overwhelm you. Speak with our friendly team to learn more about how we can help you achieve your financial goals with peace of mind.

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Frequently Asked Questions

  • What can my SMSF invest in?

    SMSFs can invest in a range of assets, including shares, property, managed funds and collectibles. However, there are restrictions on certain investments, such as lending money to members or acquiring assets at inflated prices. SMSF trustees must ensure their investment strategy aligns with the fund's objectives, risk profile and liquidity requirements. Seeking professional advice and staying up-to-date with superannuation laws is crucial. SMSF trustees should be aware of their responsibilities when making investment decisions for their fund to avoid non-compliance and penalties.

  • How much super do I need to set up an SMSF?

    There is no minimum amount of superannuation required to set up an SMSF. However, it's important to consider the costs involved in establishing and managing an SMSF, which can vary depending on the size of the fund and the level of professional services required. Generally, it's recommended to have a minimum of $200,000-$500,000 in superannuation to make an SMSF cost-effective, as this can provide sufficient diversification and investment opportunities while also covering the expenses associated with running the fund.

  • How many members can a SMSF have?

    An SMSF in Australia can have up to six (6) members. It's important to note that each member of an SMSF must be a trustee, meaning that SMSFs cannot have individual trustees and corporate trustees at the same time. Additionally, all members must be Australian residents or hold a valid visa allowing them to be in Australia.

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