SMSF setup and compliance

SMSF setup and compliance in Sydney and Australia-wide.

I’m Andrew Romano CA, a Sydney-based Chartered Accountant helping professionals and trustees with SMSF setup and ongoing compliance across Australia. I coordinate establishment, annual accounts, tax reporting and audit requirements, with the scope and responsibilities agreed before work begins.

Connected advice

Clarity from setup through to ongoing compliance.

An SMSF is not just a structure to establish. Trustees take on legal, administrative and reporting obligations that continue every year.

My approach connects establishment, accounting, tax and strategic coordination, giving you a clearer view of what needs to happen and who is responsible for it.

Apply for a strategy session

Useful guides for the decision ahead.

SMSF borrowing and LRBA rules SMSF property investment in Australia

What this helps you do

Set up properly

Establish the fund, trustee structure, registrations and administration with a clear implementation sequence.

Stay compliant

Coordinate annual accounts, tax reporting, audit requirements and trustee records without losing sight of deadlines.

Keep strategy connected

Review contributions, pensions, investments and property decisions alongside your tax position and wider goals.

Clear scope

Specialist input where the rules require it.

SMSF accounting, tax and strategic coordination are clearly scoped. Where a decision requires regulated financial, legal or credit advice, the appropriate authorised specialist is involved before you act.

Frequently asked questions

Questions to consider before you proceed.

Do you only work with Sydney clients?

No. I am based in Sydney and help professionals and trustees with SMSF setup and ongoing compliance Australia-wide.

What does SMSF setup and compliance include?

It can include coordinating the fund and trustee structure, registrations, accounting, tax reporting, audit requirements and trustee records. The exact scope is agreed before work begins and depends on the fund and your circumstances.

Is an SMSF setup adviser in Sydney able to help with strategy as well as compliance?

Yes. Setup and annual compliance can be considered alongside contributions, pensions, tax and property questions. Where regulated financial, legal or credit advice is required, the appropriate authorised specialist must be involved.

Your next step

Start with the decision in front of you.

Answer three short questions, then choose a time to discuss the right next step.