SMSF Mantra is an accounting firm that specializes in SMSF administration. With SMSF Mantra, you can cost-effectively establish and administer a SMSF.

An SMSF allows you to take back control of your superannuation – by allowing you to be directly involved in the investment decisions of your SMSF. Our motivation for starting SMSF Mantra was to create a low-cost, high-quality SMSF administration provider which would make it affordable for everyone to take back control of their superannuation.

Who we work with:

In order to provide our clients with a streamlined and secure service, SMSF Mantra partners with some of Australia’s leading financial institutions and technology providers

• BGL : Intelligent, cloud-based SMSF software to streamline SMSF compliance management and administration.

• Macquarie Bank : A Macquarie Cash Management Account (CMA) is well suited for the management of super funds because it acts as a central source for the movement of money in and out of the multiple cash streams.

• Syla : Syla is a Cryptocurrency Tax Software that integrates with BGL 360. This on-demand semi-automated data feed will directly import all your crypto trades, income and transactions into your Simple Fund/Invest 360.

Why SMSF Mantra?

• Using advanced technology and software to improve efficiency and minimize errors, we have over 10 years of experience in the industry.
• Despite being based in NSW, we are able to provide services to clients throughout Australia.
• In addition to being a Chartered Accounting Practice, all of our accountants have extensive experience in accounting, tax, and superannuation matters.
• You won’t find any hidden costs with us because our fees are competitive, transparent, and fixed.
• Call us, visit our website, or send us an email to get the job done when it’s convenient for you.
• If all the required documents are provided, our turnaround time is only 10 days. We ensure that your Self Managed Superfund’s annual returns are completed on time.

What we provide

When you sign up with SMSF Mantra, a qualified SMSF specialist accountant will be assigned to your SMSF and will personally help to establish your SMSF (if required), prepare the annual accounts for your SMSF and handle the administration requirements of your SMSF. We will work with you to help you maintain your SMSF as a ‘complying’ superannuation fund.

In saying this, we are accountants, and so our focus is on the annual tax and compliance obligations of the SMSF. This is only one aspect of running an SMSF, and so we recommend you seek appropriate financial or legal advice as required if you need specific investment or strategic advice for your SMSF.

How we can provide a low-cost service

We have spent a lot of time and money implementing the latest technology and creating process efficiencies that result in a significant reduction in the time required to complete the annual administration obligations for your SMSF. We pass these cost savings directly onto our clients, which enables us to provide our low-cost SMSF administration service.

However, low cost does not mean low quality at SMSF Mantra. We will fully utilize the extensive knowledge and experience of our staff when preparing the accounts and tax returns of your SMSF to ensure you meet your administration obligations.

 

SMSF Administration (10 Days turnaround time)

$1200 per year (including Audit)

• Preparation of an annual Balance Sheet
• Preparation of an annual Profit & Loss Statement
• Preparation of annual Member Statements
• Preparation of annual Trustee Resolutions & Minutes
• Preparation and Lodgement of an annual Income Tax Return
• Preparation of an annual Audit

Meet our team

Ben Ghimire CA

Founder and Director

Ben is the director of SMSF Mantra, and he’s worked for over a decade as an accounting and tax service provider for Small Businesses, Individuals and Self Managed Super Funds. Ben is a Chartered accountant and registered tax agent with profound knowledge of the SMSF industry.

In his free time, Ben likes to play Table Tennis, go fishing and take his dogs (Max and Milo) for a walk.

Click here to book a quick Zoom meeting with Ben.