Take On Process

FREE Take On Service

If you already have an existing Self Managed Super Fund, you can easily switch to Fastsmsf as your fund’s accountant. Unlike many providers, we do not charge any initial take-on or transition fees.

Many firms charge a one-time cost to migrate historical data into their systems. At Fastsmsf, we handle the entire transition process completely free for new clients — ensuring a smooth and cost-effective switch.

Simple & Hassle-Free Appointment

Switching to Fastsmsf is quick and stress-free. Our team manages everything from communication with your previous accountant to setting up your fund within our system.

All you need to do is contact us via call or email — we’ll guide you through a simple onboarding process and take care of the rest.

What We Handle for You

  • Data migration from your previous accountant
  • Review of existing SMSF compliance status
  • Setup within our secure accounting system
  • Ongoing support and reporting management

Fund Accounting & Tax Services

Fund Accounting

At Fastsmsf, we provide comprehensive fund accounting and tax services designed specifically for Self Managed Super Funds. Our team ensures that all your annual compliance and reporting requirements are handled accurately and on time.

We take care of the entire process so you can focus on managing your investments with confidence while staying fully compliant with regulatory requirements.

What’s Included in Our Service

  • Statement of Financial Position
  • Profit & Loss Statement
  • Member Statements
  • Investment Reporting
  • Trustee Resolutions & Minutes
  • Annual Tax Return Preparation
  • Independent Audit Coordination

Why Choose Fastsmsf

  • Fixed annual pricing with no hidden charges
  • Experienced SMSF specialists
  • Timely and accurate reporting
  • Dedicated support for your fund
All of the above services are included in our fixed annual fee of $1,399 incl GST.

Appoint Us for Your Existing SMSF

Basic Information

Contact Details

Residential Address

Current Accountant Details

If applicable, provide details of your current SMSF accountant.

Terms of Engagement

General Advice Warning

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to consider any particular investor's objectives, financial situation or particular needs. FAST SMSF does not provide financial product advice or recommend any financial products either expressly or implied. FAST SMSF expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through FAST SMSF. This applies equally to those financial products which are established for your SMSF when you become a client of FAST SMSF. Any information provided in relation to any financial product or service available through FAST SMSF is factual information only about the operation of the account and how data is made available to FAST SMSF. Where this website refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: FAST SMSF is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with FAST SMSF are detailed on our fee page. When setting up an SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.

ATO Reference: Please check the ATO website for details: ATO Starting an SMSF Guidelines (PDF)

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