One Essendon firm for your SMSF accounts, tax return and audit.
Most accountants outsource the audit. We don't. Cadwall handles your fund's annual accounts, tax return and independent audit under one roof — fixed $2,950 a year.
- 90+ funds onboarded
- Accounts + audit under one roof
- SIS Act independence safeguards
- Fixed $2,950 / year
Less paperwork, less waiting, no finger-pointing.
When your accountant and auditor are two separate firms, three things happen every year. When one firm does both, queries take days, not weeks — and the partner who signed your accounts already knows what the auditor will ask.
You sign things twice
Two firms, two engagement letters, two sets of identity checks — every single year.
Audit queries take weeks
The auditor emails the accountant, the accountant emails you, you email the bank. Round and round.
Issues slip through
If a contribution cap was breached, it can be eight months before anyone catches it.
SMSF Complete
Accounts, lodgement and audit for one fixed annual fee. No surprises, no audit "additional fees".
The audit is conducted by a separately employed registered SMSF auditor within the firm, in accordance with SIS Act independence requirements.
- Annual financial statements
- Annual SMSF tax return
- Independent audit by our in-house registered SMSF auditor
- Member statements & contribution / pension compliance review
- ATO correspondence handled on your behalf
- One strategy call each year — usually in May, before 30 June
Investment strategy drafting, LRBA set-up, pension commencement documentation, deed updates, and actuarial certificates for unsegregated assets.
Dominic Filippone leads SMSF at Cadwall.
Dominic specialises in SMSF accounting, pension-phase structuring and contribution strategy. He holds a Bachelor of Business, is a CPA and a Registered Tax Agent. He'll be the partner who runs your fund.
Three weeks from "yes" to your fund being audit-ready.
Free 15-minute call
We confirm fund type — accumulation, pension or mixed — and member count, then quote the $2,950 fixed annual fee on the call.
Fund handover
We collect your trust deed, last two years of accounts and member balances. If your deed predates 2018, we'll tell you whether to update it.
Audit-ready accounts
Once we have a full year's data we draft accounts, lodge the return, and the audit is conducted under the same roof.
The questions trustees ask us first.
Is the audit really independent if it's done in the same firm?
Yes — under SIS Act s128B and APES 110, an SMSF audit can be conducted by a separate registered SMSF auditor employed by the same firm, provided strict independence safeguards are met. The audit partner has no involvement in preparing the fund's accounts, and the audit file is reviewed independently each year.
Can you handle pension-phase funds and TBAR reporting?
Yes. TBAR events are reported within the required timeframe as part of the package.
What about funds with property or LRBA loans?
We work with property-holding funds and funds with LRBAs. There's no additional fee for property holdings; LRBA set-up advice is quoted separately.
Can you take over from our current accountant mid-year?
Yes. We've onboarded over 90 SMSF funds. We write to your current accountant, collect the working papers, and pick up where they left off.
Do you offer advice on what to invest in?
No. We're accountants and auditors. We work alongside your licensed financial planner. If you don't have one, we'll refer you to two we know and trust.
The SMSF Readiness Guide
A four-page PDF that walks you through the seven questions to ask before 30 June to keep your fund compliant and your concessional caps optimised.
No spam. We send the PDF and one follow-up email. That's it.
Fifteen minutes with Dominic. $2,950 fixed for the year.
One firm for your accounts, tax return and independent audit.