SMSF Audit & Tax Return Services Sydney
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Miroslaw Zawadka
We’ve been working with Rafal for the past two years, and I couldn’t be happier with his services. He’s incredibly reliable, always professional, and takes the time to explain things in detail. One of the best parts is that he speaks both Polish and English, which makes communication a breeze. Highly recommend him for anyone looking for an experienced and trustworthy accountant!
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Damian Liszka
I have been using the Tax Accounting Group for over one year. I am very pleased with the professionalism of Rafal’s services. He is very knowledgeable and has a lot of passion for his work. As a small business owner I highly recommend the Tax Accounting Group to anyone who wants outstanding tax services.
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Mike Daws
Raf has been taxing care of my company’s tax for the last few years. A big positive change from the previous two tax agencies I had tried. Raf takes a personal, hands-on attitude – I feel as though he treats my company accounting as though it were his own. Raf is extremely knowledgeable and helpful.
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Camellia Nguyen
It was such a relief for me to let Raf do all of my tax return in the past few years. There is alot of thing I don’t know about doing a proper tax return. Since I used Raf’s service, I received a much bigger return that I had previously. One less thing to worry about every financial year: check!
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Cuba Daniel
I’ve been through several different accountants in the past and no other accountant put so much time and effort into understanding my family businesses including our complex family business structure than Tax Accounting Group and Raf in particular. My family had overdue returns, my businesses had messy accounts (despite paying bookkeppers) and I always felt like I was overpaying my taxes. Raf and his team not only brought all my accounts up to date and prepared all my outstanding business returns but Raf also made sure I understood what he was doing. He even found some errors in my already lodged tax returns and amended them saving me a couple of thousands! Raf is very responsive and would always promptly answer every question I had. He knows his stuff and is very easy to talk to. Thank you for your hard work!
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Adrian Taylor
I have used Raf for my personal tax returns over the past couple of years. He is extremely helpful and knowledgeable regarding the process and made suggestions on things we could claim for that my wife and I never even considered previously. I have typically taken a DIY stance when it came to tax returns prior to going through Tax Accounting Group; though this often meant i only got to claim back a couple of hundred dollars in previous years. This time i got a $3000 refund and last year $2500. So for the price I paid for engaging Raf to do my last couple of tax returns, it was worth it many times over. Definitely recommend others to use them and in doing so support this local small business.
The auditor asks for a document, and suddenly the SMSF year feels less organised than you thought.
A bank statement is missing. A dividend report is in another folder. A property expense has not been clearly recorded. A contribution was made, but the paperwork does not explain it well. Pension payments, investment income, member balances and trustee documents all need to be ready before the SMSF annual return can move forward.
I’m Rafal Slowinski, Director of Tax Accounting Group Pty Ltd. I help SMSF trustees in Sydney prepare the fund’s accounting and tax side so the annual return and audit process is not left to guesswork.
With an SMSF, the tax return and audit are connected. The return needs the fund’s financial position, and the audit needs documents that support what the fund has done during the year.
Rafal’s Role Before The Fund Goes To Audit
Rafal Slowinski is a highly accomplished tax specialist and the Director of Tax Accounting Group Pty Ltd. He holds a degree in Accounting and Tax Law from the University of New South Wales, and his work has focused on helping Australian business owners and taxpayers understand complex tax structures in a practical way.
He has partnered with more than 2,000 businesses, providing tailored accounting solutions and sophisticated, compliant tax minimisation strategies. His proactive approach is centred on identifying hidden efficiencies, safeguarding wealth and helping clients solve serious financial and regulatory challenges.
For SMSF audit and tax return work, my focus is on the fund’s accounting file before it is relied on.
What did the fund earn? What did it sell? What did it buy? Were contributions recorded correctly? Were pension payments handled properly? Are expenses clearly connected to the fund? Are investment records, bank statements and trustee documents available for review?
Those questions help prepare the fund for the annual return and the independent audit process.
The Annual Return Depends On The Audit File
An SMSF tax return should not be prepared from a rough total of income and expenses.
The fund may have interest, dividends, managed fund income, rent, capital gains, franking credits, contributions, pensions, insurance, accounting fees, investment expenses, property costs and bank transactions. Each item needs enough detail to be understood and reported correctly.
For an SMSF tax return service in Sydney, I help organise the accounting and tax information before lodgement.
That may include preparing annual financial statements, reviewing member balances, checking contribution records, reviewing pension information, recording investment income, reviewing expense treatment, and preparing the SMSF annual return from the available fund records.
If the fund’s documents are incomplete, we deal with that before the return is treated as ready.
Audit Questions Usually Come From The Paper Trail
The audit process is where missing documents become obvious.
A trustee may know what happened during the year, but the auditor needs evidence. A property repair needs an invoice. A contribution needs a record. A pension payment needs to be traceable. An asset sale needs documents. A bank transaction needs to be explained. A trustee’s decision may need supporting paperwork.
I help trustees identify what the auditor is likely to need so the fund is not scrambling late in the process.
The audit itself must be independent. My work is on the accounting, tax return, and audit support side, so the fund’s records are better prepared before the independent auditor reviews them.
SMSF Audit and Tax Return in Sydney
SMSF audit and tax return work in Sydney often begins with a folder of documents, software access or a trustee who is unsure what is missing.
I can help review the fund’s bank statements, investment reports, income statements, property records, contribution details, pension records, expense invoices, member account information and prior-year balances.
From there, the annual accounts and SMSF tax return can be prepared with a clearer view of what supports the figures.
This is different from general SMSF advice. The focus here is the annual compliance process: preparing the fund’s accounting and tax information and helping the trustee respond to audit queries where accounting records or supporting documents are needed.
When The Fund Has Property, Shares Or Several Accounts
Some SMSFs are more involved than a bank account and a simple investment statement.
The fund may hold a rental property, listed shares, managed funds, term deposits, crypto assets, insurance policies, pensions or related documentation from several institutions. Each source can create its own tax and audit trail.
A rental property may need income, loan, rates, insurance and repair records. A share portfolio may involve dividends, franking credits and capital gains. The pension phase may need payment records and member information. Contributions may need to be separated and described correctly.
Rafal can help pull those details into the SMSF accounting process so the annual return is not built from scattered documents.
If The SMSF Return Is Overdue
An overdue SMSF annual return usually needs a careful restart.
The first step is to identify which year is outstanding, what records are available, whether an audit has been completed and which documents are missing. If several years are involved, the work needs to be handled in the right order because later balances may depend on earlier years.
I can help trustees gather the accounting and tax information for overdue SMSF returns and prepare the fund to move back toward compliance.
If the ATO has already contacted the trustees, the response should be based on the fund’s records and the specific years involved.
Send Rafal The Fund Year That Needs Attention
If you need SMSF tax return services in Sydney, start with the fund year to be prepared.
Send the bank statements, investment reports, contribution details, pension records, property documents, expense invoices, previous accounts or any audit request you have received. Rafal can help identify what is ready, what is missing and what needs to be prepared for the SMSF annual return and independent audit process.
Frequently Asked Questions
Yes. The SMSF annual return generally needs an independent audit completed before lodgement. Rafal can help prepare the accounting and tax records so the fund is ready for the audit process.
Useful records may include bank statements, investment reports, dividend statements, managed fund tax statements, contribution records, pension payment details, property records, expense invoices, insurance records and prior-year SMSF accounts.
Yes. If the auditor needs accounting records, source documents or explanations connected to the fund’s accounts, Rafal can help review the request and organise the information needed from the tax and accounting side.
Rafal can help identify the outstanding year, review the available fund records, prepare the accounting information and work through what is needed before the return can be brought back toward lodgement.