We prepare your funds end-to-end on BGL Simple Fund 360. Australian principals oversee every file. Global team scales your capacity without the overhead. Fixed-fee, no lock-in.
We don't hide behind generic process diagrams. You'll know who's working on your funds, where, and exactly what each step costs. That's what trust looks like to us.
Every file is reviewed and signed off by qualified Australian tax professionals on the Gold Coast. SMSF Association Specialists. Registered Tax Agents. Decades of practice experience.
Our preparation capacity is provided by TOA Global — SOC 2 certified and trusted by 1,100+ Australian firms — working under tight AU supervision. You get the capacity and turnaround of a large team with the quality of a Gold Coast boutique. No surprise during peak season.
We've narrowed our entire practice to SMSF. No business comp. No SBE distractions. Just funds — across dozens of practices and hundreds of trustee scenarios. We've seen it before.
Our process is built for accountants who want to spend less time on compliance. Upload your documents, we handle the rest.
Send your documents through our secure portal. Prior year file, current year data, anything relevant.
Our team prepares the file end-to-end in BGL 360, including workpapers, financials, and tax return.
An Australian principal reviews every file before release. Queries itemised. Nothing slips through.
You receive an audit-ready file with full working papers and a year-end handover note flagging key events and next-year actions, ready for trustee signing and audit.
Most outsourcers won't tell you who actually touches your files. We will. Our Australian principals handle review, sign-off and liaison. Our preparation team is provided through TOA Global — the outsourcing partner trusted by over 1,100 Australian accounting firms. Here's exactly how the work is divided.
We don't cut corners on who prepares your files. Our offshore capacity is provided by TOA Global, the most established outsourcing partner built exclusively for accounting firms — so your funds are prepared by vetted, trained professionals under our Australian supervision.
From annual financials to fund establishment, we cover every SMSF compliance need your practice has. All in BGL Simple Fund 360.
Complete preparation of fund financials, member statements, and ITR — audit-ready for sign-off.
Working papers compiled to auditor standards, with itemised queries and supporting documentation.
Account-based pension setup, commutations, TBAR's and ongoing pension administration documentation.
End-to-end fund setup including trust deed coordination, and wind-up file preparation when needed.
We coordinate with actuaries on your behalf for funds requiring pension actuarial certificates.
Investment strategy review and documentation aligned with SIS regulatory requirements.
We work exclusively in BGL Simple Fund 360. Specialisation breeds speed and accuracy. If your fund is currently on Class, SuperMate, or any other platform, we'll handle the data conversion as part of onboarding.
Outsourcing with the team has freed up an enormous amount of time for our staff to focus on advisory services, while they take care of the SMSF compliance.
We are a small team, unable to put on a full-time SMSF accountant. They take the strain during busy periods, meaning I don't pay a staff member to sit around when it's quiet.
They prepare a majority of our SMSF compliance. We send the documents, they send the file back ready for audit. The quality is consistent every time. I wouldn't trust anyone else.
A 30-minute discovery call. No pressure, no obligation. Just an honest conversation about your SMSF book and how we might help.
SMSF compliance is unforgiving. One missed contribution cap, one unrecorded pension commutation, one overlooked NALI matter — and your practice carries the risk. Here's why practices trust us with theirs.
Our directors aren't figureheads. They personally oversee the practice from our Gold Coast office, with combined 34+ years of public practice experience. Every file is reviewed and signed off by a qualified Australian tax professional before it returns to your practice.
We're upfront about our operating model. Australian principals handle review, sign-off, advisory, and direct client liaison. Our global team — trained to Australian standards and working under direct AU supervision — handles file preparation in BGL 360. Every quote is itemised. Every file's status is trackable. Every query is logged.
Volume creates expertise. Pension commutations after death benefits. Lumpy CGT events. In-house asset issues. Limited recourse borrowing arrangements. NALI risks. Insurance proceeds. Cross-border members. We've worked on hundreds of variations of every SMSF scenario, and that experience is built into every file we prepare for your practice.
One platform. Done deeply. We don't dabble in Class, SuperMate, or BGL Desktop. Specialising in BGL 360 means our team is faster, more accurate, and more efficient than generalists who switch between platforms. If your funds are currently elsewhere, we'll handle the transition into BGL 360 as part of onboarding.
Every file we return is reviewed by one of our principals. Between them, they bring more than three decades of public practice experience and specialist SMSF accreditation.
Michael has over 18 years of experience as a tax accountant in public practice. As an SMSF Association Specialist Advisor, he brings deep technical expertise to complex fund matters — and reviews and signs off on the files that pass through our practice.
Nadine has over 19 years of experience as a tax accountant in public practice. A Registered Tax Agent and Fellow of The Tax Institute, she combines technical rigour with a practical understanding of what practices need from an outsourcing partner — accuracy, clarity, and reliability.
If any of the above resonates, let's talk about your SMSF book and where we might help.
Everything your practice needs for SMSF compliance — prepared in BGL Simple Fund 360, reviewed by Australian principals, returned audit-ready.
If it's SMSF compliance, we likely do it. Let's have a quick chat about what your practice needs.
Our pricing is structured as a percentage of your client fee — so it scales with what your practice earns, not as a fixed cost regardless of value. Bespoke per practice, agreed before work starts, and locked in for the engagement.
We charge a percentage of what you charge your clients — so our pricing is a partnership, not a flat cost. Your margin is protected — we share in the wins and losses alike.
Quoted after we understand your book size, fee positioning, workflow, and audit preference. No generic per-fund pricing — your engagement gets a quote tailored to you.
Once agreed, the percentage is fixed for the engagement term. Audit liaison priced separately at $100 + GST per fund, only where Fox Super manages the audit.
Here's exactly what moves your percentage within the range — and how you can self-identify where your practice would sit before we even speak.
Larger SMSF books earn a better rate. As volume grows we pick up operational efficiencies — and we pass some of that benefit back to you.
Practices charging above market rates earn a better percentage. We price as a partner — when you've built premium positioning with your clients, our share reflects that.
Whether we're preparing the package end-to-end or supporting your existing workflow. Document systems, working paper standards, and audit-ready requirements all factor in.
Practice-managed audit (no add-on) versus Fox Super managing the audit liaison process ($100 + GST per fund). Your choice — locked in at job submission.
Most engagements settle in this range. The specifics are agreed before any work starts, locked in for the engagement, and reviewed annually. Where Fox Super manages the audit, a flat $100 + GST per fund applies in addition.
A 30-minute discovery call to understand your practice, your fee positioning, and your workflow — then we provide a clear, locked-in proposal.
Fixed-fee, quoted upfront, no surprises. Because no two funds are the same, we quote each engagement individually based on its complexity. Here's how we think about it.
When you engage us for SMSF compliance, you're not paying for a stripped-back service. Here's what comes standard.
A 30-minute discovery call to understand your practice, your fee positioning, and your workflow — then we provide a clear, locked-in proposal.
A 30-minute discovery call with one of our directors. No prep needed, no pressure to commit. We'll talk through your SMSF book and where we might be able to help.
If you'd rather skip the form, here's how to get in touch. We respond to enquiries within one business day.