Tax & Compliance Services

At SharpFin Accounting, we make the setup and compliance of a Self-Managed Super Fund (SMSF) effortless.

Our registered tax professionals handle every detail with precision, integrity, and accuracy, ensuring your fund is structured correctly from day one.

Build your future on clarity, compliance, and confidence — not guesswork.

What we mean by “Tax & Compliance”

“Tax & compliance” refers broadly to the processes and obligations that arise under tax-laws, regulatory reporting and bookkeeping standards. In plain terms: ensuring your affairs are structured, recorded and reported so you meet your obligations to the -- in Australia the Australian Taxation Office (ATO) and other regulators — on time, correctly, and with clarity.
Benefits of doing this well include: maintaining credibility, avoiding penalties, managing cash flow and freeing you to focus on your business.

What SharpFin Offers

Here are the key components of our offering:

1. Tax return preparation & lodgement

Individual tax returns for high-net-worth individuals, professionals, and business owners.
Company, trust and partnership tax returns for SMEs.
SMSF (self-managed super fund) return work in conjunction with your SMSF administrator.
Ensuring all eligible deductions are identified, income streams are captured, and lodgements are filed by deadline.

2. Business activity statements (BAS) & GST compliance

Preparing and lodging BAS for businesses of all sizes: ensuring GST, PAYG instalments, PAYG withholding, and other ATO obligations are met.
Review of GST structure, support with GST registration where required.
Quarterly or monthly BAS as required.

3. Bookkeeping, record-keeping & systems support

Accurate bookkeeping is the foundation of effective tax & compliance. We assist with the setup and/or review of ledgers, reconciliations, accruals, and year-end closing procedures.
Advice on how to maintain compliant, audit-ready records: correct documentation of income, expenses, and asset purchases.
Supporting you to adopt efficient systems (software, processes) so you spend less time on compliance and more time on growth.

4. Compliance reviews, lodgement calendars & risk monitoring

We maintain your lodgement calendar: proactively monitor deadlines for returns, BAS, activity statements, company, and trust reporting.
Review of tax-compliance risk: are you up-to-date with your obligations, are there any audit triggers, is there scope for retrospective amendments?
Support responding to ATO communications/notices (within boundaries of our service scope).
Ensuring documentation is in place so you are audit-ready.

5. Strategic tax-administration advice (non-licenced)

While we are not AFSL-licensed financial advisors and we therefore do not provide investment or financial product advice, we do provide high-level tax-compliance and administrative structuring suggestions — such as:

Assessing whether your structure (sole trader, company, trust, SMSF) is still fit-for-purpose from a tax-administrative perspective.
Identifying whether your reporting systems and practices are efficient and risk-controlled.
Highlighting changes to tax legislation or compliance environment (as they affect Australian taxpayers) and what that might mean for your business or SMSF.
Collaborating with your other professional advisors (lawyers, financial planners) to ensure your tax-compliance base is sound.

Why choose SharpFin

Precision & expertise: Our deep bookkeeping, tax, and compliance credentials deliver high-quality service. You get a partner who treats your compliance as seriously as you treat your business.
Clarity & transparency: We keep you informed of deadlines, obligations, fees, and outcomes — no surprises.
Future-oriented: Rather than simply “doing the tax return”, we focus on improving your processes so compliance becomes less of a burden and more of a strength.
Tailored service: Whether you’re a solo professional, a growing SME, or running an SMSF, we adapt to your context.
Responsible disclaimer: As mentioned, we do not provide licensed financial product advice or investment recommendations. Our services are strictly tax-compliance, bookkeeping, and administrative in nature.

Our workflow — how we work with you

Onboarding & review: We begin with a comprehensive review of your current structure, bookkeeping status, and compliance obligations. We identify gaps, risk areas, and opportunities for improvement.
Plan & calendar: We set up a tailored compliance roadmap: lodgement calendar, key deliverables, milestones, and responsibilities.
Execution: We complete bookkeeping, preparatory work, tax return/ BAS compilation, review, and lodgement. We keep you updated throughout.
Post-lodgement support: Once lodged, we provide documentation, reporting, and a summary of key next steps. We will update you on any upcoming compliance changes.
Continuous improvement: At least annually (or more frequently), we review whether your processes are still fit-for-purpose, ensure you are leveraging technology, and make recommendations to reduce risk, cost, and complexity.

What we don’t do (so you know)

We are not licensed under an AFSL (Australian Financial Services Licence) and do not give you investment advice or recommendations to buy, sell, or hold financial products.
We do not act as your auditor or issue audit opinions.
We do not guarantee that the ATO will never audit you — but we position you in the best possible place in terms of documentation, risk management, and process.
We do not take over your decision-making: ultimate obligations and decisions remain with you as the taxpayer/business owner.

Getting started

To engage with SharpFin for tax & compliance, simply get in touch via our contact form, phone, or email. We will schedule a no-obligation initial consultation (30 minutes) to discuss your situation, establish whether we are the right fit, and outline our services and fees. After onboarding, we’ll agree on a scope of services (e.g., tax return for FY 2024, BAS for next 12 months, bookkeeping review, etc.)