Outsource Solutions

Your Trusted SMSF Outsourcing Partner for Over Twenty Years

At iCare Super, we specialise in providing accounting firms and financial planners with a fully outsourced Self-Managed Super Fund (SMSF) administration and compliance solution. With over 20 years of industry experience, our streamlined service model ensures that your firm retains full client control — while we handle the heavy lifting behind the scenes.

Our solutions are professional, confidential, and cost-effective, enabling you to focus on strategic advisory services while we manage the day-to-day SMSF compliance, reporting, and lodgements.

Comprehensive Tax Agent Services for SMSFs

Depending on your licensing status, we tailor our tax agent role to suit your firm’s needs:

For Licensed Accountants: You act as the Tax Agent, and we support you with complete transaction processing, financial report preparation, and audit coordination. All ATO correspondence is directed to your firm.

For Financial Planners: iCare Super acts as the Tax Agent on your behalf. We reconcile transactions, prepare reports, engage independent SMSF auditors, and lodge tax returns post-audit — all while maintaining full compliance with ATO requirements.

Annual SMSF Compliance Services

We offer a full suite of annual compliance services, including:

• Transaction processing using advanced cloud-based SMSF software

• Preparation of financial reports, tax returns, and trustee minutes

• Lodgment of the annual SMSF tax return

• Appointment of an external auditor and assistance with SMSF audit completion

• On-demand technical support for your team

Independent SMSF Audit Services

Our SMSF audit offering includes:

• Fast turnaround times for annual audits

• Paperless audit process for streamlined efficiency

• Expert support on complex compliance issues

Additional SMSF Services

We also provide value-added services to meet specific client or firm requirements:

• SMSF Set Up
  End-to-end assistance with establishing a compliant Self-Managed Super Fund, including trustee structure and documentation.

• SMSF Trust Deed Amendments
  Ensure your SMSF deed is always up to date with the latest superannuation legislation and ATO requirements.

• Daily or Monthly Reconciliation & Administration
  Maintain accurate, real-time fund data and reporting using leading cloud-based software.

• Pension Setup & Administration
  Establish and manage both account-based and transition-to-retirement pensions while meeting regulatory obligations.

• Lump Sum Payment Advice
  Receive tailored advice on tax-effective strategies for lump sum withdrawals from SMSFs.

• Technical Consulting & Compliance Reviews
  Access expert support on complex SMSF matters, compliance reviews, and technical queries.

• TBAR Reporting & Death Benefit Advice
  Stay fully compliant with Transfer Balance Account Reporting (TBAR) and receive clear guidance on death benefit distribution.

• Company Secretarial Services
  We manage ASIC compliance, corporate trustee setup, and ongoing company maintenance.

• Limited Recourse Borrowing Arrangements (LRBA)
  Specialist guidance and setup support for SMSFs looking to borrow under a compliant LRBA structure.

• QROPS Application Support
  End-to-end assistance with transferring UK pensions to Australian SMSFs under the QROPS framework.

• Small Business CGT Retirement Exemption Guidance
  Maximise retirement savings by leveraging small business CGT concessions in line with SMSF strategies.

• ESA Application & Minimum Pension (MLP) Calculations
  Ensure smooth ESA registration and meet minimum pension requirements with accurate calculations and reporting.

Transparent Pricing. Fixed Fees. No Surprises.

Our pricing model is simple and transparent: fixed fees regardless of SMSF size. We help you reduce operational inefficiencies, enhance compliance accuracy, and improve client satisfaction — all while keeping costs predictable.

Let’s Work Together
If you’re interested in streamlining your SMSF services, we’d love to hear from you. Contact iCare Super today to schedule a consultation and discover how we can support your firm.