Registered Tax Agents & CPA

Smart Accounting for
Growing Businesses

We take the complexity out of small business accounting, tax planning, and SMSF administration — so you can focus on what you do best.

Accredited & Registered With
What We Do

Comprehensive Accounting Services

From day-to-day bookkeeping to strategic tax planning, we provide end-to-end financial services tailored to small business owners.

Tax Planning & Returns

Proactive tax strategies that legally minimise your liability. We lodge all return types and stay ahead of ATO changes so you never pay more than you should.

  • Individual & sole trader tax returns
  • Company, trust & partnership returns
  • Capital gains tax planning
  • Negative gearing & investment property
  • FBT compliance & planning
  • ATO audit representation & support
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Business Advisory

Beyond compliance — strategic advice that helps you grow, structure your business optimally, and make confident financial decisions.

  • Business structure & restructuring
  • Business purchase & sale due diligence
  • Profit improvement strategies
  • KPI reporting & benchmarking
  • Succession & exit planning
  • Finance & loan application support
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SMSF Specialists

Self-Managed Super Fund Services

A Self-Managed Super Fund gives you control over your retirement savings, but comes with serious compliance obligations. Our SMSF specialists manage the administration, compliance, and strategy — so you can invest with confidence.

Annual Compliance & Audit

Full SMSF financial statements, tax return lodgement, and coordination with ATO-approved independent auditor.

SMSF Setup & Establishment

Trust deed, trustee structure, ATO registration, and bank account — we set up your SMSF from scratch, correctly.

Investment Strategy Review

We help ensure your investment strategy document meets SIS Act requirements and reflects your retirement goals.

Pension Phase Administration

Transition to retirement and account-based pension setup, minimum pension calculations, and ongoing management.

Property & LRBA Structures

Expert guidance on SMSF property investment and Limited Recourse Borrowing Arrangements (LRBA) compliance.

Wind-Up & Rollover

When the time is right, we manage the compliant wind-up or rollover of your SMSF to a retail or industry fund.

SMSF Dashboard Compliant
Fund Balance $847,320 +12.4% YTD
Annual Return Lodged
Audit Complete
Investment Strategy Current
Member Statements Issued
Common Questions

SMSF Frequently Asked Questions

Who can set up an SMSF?

Any Australian resident can set up an SMSF with up to 6 members (recent law change from 4). All members must be trustees (or directors if a corporate trustee is used). Members cannot be employees of each other unless they are related.

How much do I need to start an SMSF?

There's no legal minimum, but ASIC and most financial advisers suggest a balance of at least $200,000–$500,000 to make the costs worthwhile compared to a retail or industry fund. We'll help you assess whether an SMSF is cost-effective for your situation.

What can an SMSF invest in?

SMSFs can invest in Australian and international shares, property (residential and commercial), bonds, managed funds, cash, and cryptocurrency. Investments must comply with the Sole Purpose Test and your Investment Strategy. We guide you on compliant investment choices.

Can my SMSF buy property I already own?

Generally no for residential property — you cannot acquire assets from related parties at arm's length. However, business real property (commercial property used wholly in a business) can be acquired from a related party at market value, which is a popular strategy for small business owners.

What are the annual compliance requirements?

Each year your SMSF must: prepare financial statements; lodge an SMSF annual return with the ATO; have an independent audit conducted by an approved SMSF auditor; and meet minimum pension payment requirements if in pension phase. We handle all of this for you.

What are the tax benefits of an SMSF?

Contributions are taxed at 15% (vs your marginal rate), fund earnings are taxed at 15%, and capital gains on assets held over 12 months are taxed at 10%. In pension phase, investment earnings are tax-free, and pension payments to members over 60 are tax-free.

Why Ataurus

The Ataurus Difference

We're more than number-crunchers. We're your financial partners.

01

Proactive, Not Reactive

We don't wait for tax time to help you. Regular check-ins and year-round planning mean fewer surprises and more savings.

02

Small Business DNA

Our team has run businesses ourselves. We understand the pressures owners face and give practical, experienced advice — not textbook answers.

03

Fixed-Fee Pricing

No surprise invoices. Our fixed monthly fees are agreed upfront so you always know what you're paying — and can budget confidently.

04

Dedicated Account Manager

You'll have a single point of contact who knows your business and your goals — available when you need them, not just at year-end.

05

Cloud-First Practice

We work with Xero, MYOB, and QuickBooks, giving you real-time financial visibility from anywhere, on any device.

06

ATO Registered & Insured

All our accountants are registered tax agents. We hold professional indemnity insurance and stay current on all regulatory changes.

Client Stories

What Our Clients Say

★★★★★

"Genuine, supportive business partner who show better ways to manage finances."

CP
Citione Property Management Client since 2018
★★★★★

"My best business partner in handling day to day accounting to tax matters."

BP
Blackallspark Pharmacy Director
Transparent Pricing

Clear, Fixed-Fee Packages

No hidden costs. Choose the level of support that fits your business.

Essentials

$299 / month

For sole traders & micro businesses

  • Monthly bookkeeping (up to 150 transactions)
  • Quarterly BAS lodgement
  • Annual individual tax return
  • Xero subscription included
  • Email support
  • Payroll processing
  • Quarterly business review
  • SMSF administration
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Premium

$999 / month

For established businesses with SMSF

  • Everything in Growth
  • Unlimited payroll employees
  • SMSF annual administration
  • SMSF audit coordination
  • Monthly management accounts
  • Strategic tax planning session
  • CFO advisory services
  • 3 days turnaround guarantee
Get Started

All prices exclude GST. SMSF establishment, company secretarial, and one-off projects quoted separately. Contact us for a custom quote.

CPA Certified
Our Story

Built on Trust, Driven by Results

Ataurus Advisory was founded with a simple belief: small business owners deserve the same quality of financial advice as large corporations — without the corporate price tag or the runaround.

Our team of CPAs and registered tax agents has worked with hundreds of small business owners, investors, and SMSF trustees across Australia. We've seen the mistakes that cost businesses thousands — and we know how to avoid them.

We're not a faceless firm. When you call, you'll talk to your accountant — not a junior or a call centre. That personal relationship is how we deliver results that matter to you, not just compliant returns.

Registered Tax Agent TPB Registration #25520767
CPA Australia Public Practice Certificate
SMSF Association Specialist Member
Meet Our Team
Free Resources

Tax & Accounting Insights

Practical guides and updates to help you make better financial decisions.

Small Business

Top 10 Tax Deductions Small Business Owners Miss

Many small business owners leave money on the table each year. Here are the most commonly overlooked deductions and how to claim them correctly.

Read Article →
SMSF

SMSF vs Industry Fund: Which Is Right for You?

Weighing the cost, control, and complexity of running your own super fund vs. staying in a retail or industry fund. A practical guide.

Read Article →
Tax Planning

Year-End Tax Planning Checklist for Business Owners

The strategies you should be considering before 30 June to legitimately reduce your tax bill for the financial year.

Read Article →
Get in Touch

Start Your Free Consultation

No obligation, no pressure. Tell us about your business and we'll tell you exactly how we can help — and what it will cost.

Office Hours Mon–Fri: 8:30am – 5:30pm
Sat: By appointment

We typically respond within 1 business day.