Your SMSF, lodged on time, for one fixed fee.
Cake SMSF handles your fund's accounts, independent audit and tax return, so you always know where your fund stands.
- Chartered Accountants
- Registered tax agent
- Independent audit included
Is your SMSF an afterthought for your accountant?
As a trustee, the legal responsibility for your fund sits with you. When your accountant treats it as a side job beside the business returns, you are the one carrying the risk.
- Your annual return is lodged late, or at the last minute
- You have no idea how close you are to your contribution caps
- You don't know what the bill will be until it arrives
- Emails go unanswered for weeks
- Audit queries drag on for months
- You are never quite sure everything is being done properly
You should not have to chase the people you pay to look after your fund.
Switch your SMSFWhat changes when your fund is the main job
Lodged on time, every year.
We work to the ATO due date, not to the week before it. You get a timetable at the start of the year and we hold to it.
One fixed fee, published.
The fee for your fund is agreed before we start and it covers the independent audit. No hourly billing and no surprise invoice in May.
A named accountant who answers.
You deal with the same person every time, and you get a reply within two business days.
We know what it is like to carry the fund
Being personally responsible for a fund while being left in the dark about it is stressful, and it is the part most accountants never address. We think a trustee who carries that responsibility deserves an accountant who treats the fund as the main job.
Cake SMSF is the self-managed super arm of Cake Accounting. Your fund is handled by James Howlin, a Chartered Accountant, with the firm behind him.
- Chartered Accountants and registered tax agent
- Independent audit arranged for every fund, every year
- Simple Fund 360, so your balances are visible all year
- No Australian financial services licence, by choice: we do the accounting, not the advice
Switching is simple
Book a 15-minute call.
Tell us about your fund and get a fixed fee.
We handle the switch.
We contact your current accountant, collect the records and set everything up.
Relax, your fund is on track.
Lodged on time each year, with a named accountant you can reach.
SMSF accounting, audit and tax, in one place
Cake SMSF is an SMSF accountant working with trustees across Australia. Each year we prepare your fund's financial statements and member statements, reconcile the investments, arrange the independent audit through a separate registered SMSF auditor, and lodge the SMSF annual return with the ATO.
The work runs in Simple Fund 360 with data feeds from your bank and broker, so the fund's position is visible during the year rather than nine months after it ends. We handle pension documentation, LRBA compliance and bare trust documents, and fund establishments once you or your adviser have decided to proceed.
We do not hold an Australian financial services licence and we do not tell you what to invest in or whether an SMSF suits you. If you already have a fund, or an adviser has recommended one, we make it run properly.
Fixed fees, published
The tier depends on what your fund holds, not on how big it is.
Listed shares, ETFs, managed funds and cash, with data feeds. Accumulation phase.
- Financial and member statements
- Independent audit
- Annual return lodged
- Named accountant, two-day replies
Members in pension phase, one property, or unlisted investments.
- Financial and member statements
- Independent audit
- Annual return lodged
- Named accountant, two-day replies
Borrowing (LRBA), multiple properties, crypto or related-party arrangements.
- Financial and member statements
- Independent audit
- Annual return lodged
- Named accountant, two-day replies
Year-round keeps your fund's balances and contributions visible all year rather than after it ends. All fees are GST inclusive and include your independent audit and the ATO annual return.
Thinking about changing SMSF accountants?
Get the SMSF Switch Checklist. It sets out the steps, the documents and the timing, so you can change accountants without missing a lodgement.
Your fund should never be an afterthought.
Book a 15-minute call. We'll tell you what your fund costs to run with us, before you commit to anything.