Got tax questions? Call 1300TAXOPIA (1300 829 674) — we’re here to help!
Got tax questions? Call 1300TAXOPIA (1300 829 674) — we’re here to help!
Managing your self-managed super fund (SMSF) shouldn’t be stressful.
At Taxopia, we take care of the accounting, compliance, and administration so you can focus on growing your retirement savings.
You stay in control of your investment decisions — we handle the rest.
Running an SMSF is about more than annual tax returns.
Our SMSF Administration Service covers the entire lifecycle of fund management — from day-to-day bookkeeping and transaction processing, to legislative compliance, reporting, and audit coordination.
We handle the paperwork, deadlines, and details, so you can make informed investment choices and enjoy peace of mind.
Our three fixed-fee packages are designed to suit every type of fund — from straightforward investments to complex portfolios. All include your annual audit fee, secure document storage, and ongoing support.
$175 /month
$175 /month
For funds with straightforward investments and limited activity.
$225 /month
Our most popular plan for active funds
Ideal for funds with property or more complex investments.
For complex portfolios that need complete care.
Comprehensive support and flexibility for advanced SMSFs.
Our higher-tier packages offer added flexibility and hands-on support:
We make setup and transition simple — whether you’re starting a new fund or moving from another provider.
Complete our quick online form to begin.
Our team manages fund registration, Macquarie account connection, and audit setup.
You’ll receive monthly administration, annual compliance, and complete peace of mind — without the paperwork.
Yes. To deliver end-to-end SMSF administration—bookkeeping, data feeds and bill payments with your approval— we need an account that allows secure, permissioned access for our accountants while keeping you in control. The Macquarie CMA are the only one in the market that provides this workflow, so we can act on your behalf efficiently and compliantly.
Real-time data feeds to keep your fund records current.
Permissioned accountant access to prepare payments and administration tasks.
You approve every payment—nothing is processed without your sign-off.
Clear audit trail and streamlined compliance reporting.
You’re welcome to keep other bank accounts for your SMSF. However, at least one Macquarie CMA is required so we can process bill payments and maintain accurate, up-to-date records on your behalf.
If your fund holds investment property, you’ll need to choose either our Standard or Premium plan. The Standard plan supports one investment property, while the Premium plan supports multiple properties.
Our Standard and Premium packages support multiple or complex property holdings.