SMSF Accountant Perth
Aevum Accounting is a CPA practice and registered tax agent in Balcatta, Perth. We handle the accounting, administration and tax side of self managed super funds for trustees across Perth and Australia wide, with fixed fees agreed up front, no surprise bills, and plain English support all year round.
More than 1,000 clients trust us with their tax, and over 100 of them have left us five star Google reviews. One thing to be clear about: we don't provide financial product advice. Whether an SMSF suits you is a decision for you to make with a licensed financial adviser; our job is the accounting, administration and compliance once you have one, and we can set up the fund structure when you're ready.
Book a consultation online or call (08) 6117 9219.
Xero Certified
CPA Practice and Registered Tax Agent
Over 1,000 Clients Across Australia
100+ 5 Star Reviews
What our SMSF accountants can help with
Every fund needs them, every year. We prepare your SMSF's financial statements so you, your auditor and the ATO can see exactly where the fund stands.
The annual return covers the fund's tax reporting and the regulatory information the ATO requires. We prepare it, explain it in plain English and lodge it once you've approved it.
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Every SMSF must be audited each year by an independent auditor. We coordinate the audit for you: preparing what the auditor needs, answering their queries and keeping the process on schedule.
Record keeping, contribution reporting against the caps, and the pension paperwork your fund needs, all handled as administration. We keep the compliance side tidy year round, not just at lodgement time.
Once you and your licensed financial adviser have decided an SMSF is right for you, we handle the accounting and registration side: setting up the fund structure and completing the registrations.
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Your adviser looks after the fund's strategy and investments; we look after the accounts, the annual return and the compliance. We're happy to deal with your adviser directly so nothing falls between the two of us.
Why choose Aevum
CPA qualified and registered. We're a CPA practice and registered tax agent (registration number 26302591), operating under CPA Australia's professional standards.
Fixed fees, quoted up front. You'll know the cost before we start. SMSF financial statements and tax return from $2,000 inc. GST, and every engagement begins with a fixed proposal.
Independent. We're not aligned to any bank, super fund or financial product. Our work is driven entirely by what's right for you and your fund.
Year-round support. We're not a lodge-and-disappear service. Deadlines, paperwork and questions about your fund's records are covered all year, and we'll tell you what's coming up well before the due date.
Senior attention on your fund. Senior accountant Elwira Durbajlo (MPA) is expanding her expertise into self managed super funds, adding senior depth to the SMSF side of the practice.
Meet your accountants
Aevum is led by Ben De Rosa (B.Bus, CPA), who founded the practice a little over a year ago after more than 18 years in the industry, and has built it around doing things the right way. He's joined by senior accountants Troy Peacock (B.Com, CPA) and Elwira Durbajlo (MPA), and practice manager Maddy Frapwell, who keeps every client moving from onboarding to lodgement without a hitch.
Meet the full team on our team page.
How it works
01
Initial consultation
We sit down with you in Balcatta or online, look at your fund and its records (or your plans to establish one), and work out exactly what needs doing.
02
Fixed fee proposal
You get a fixed fee proposal covering exactly what we'll do and what it costs. Nothing starts until you've approved it.
03
We prepare and coordinate
We prepare the fund's financial statements and SMSF annual return, then coordinate the independent audit, handling the auditor's queries along the way.
04
We lodge and support you year round
Once the audit is complete we lodge the annual return with the ATO, and we stay available all year for deadlines, paperwork and questions.
Already got an SMSF with another accountant? Moving is easier than you'd expect. Tell us you're switching and we'll request your fund's records from your previous accountant and handle the ATO transfer for you.
What it costs
Service
Price Starting From (inc. GST)
What's Included
Email tax return
from $330
Book an email appointment and we'll complete your return over email, wherever you are in Australia.
Tax appointment
from $440
In person at our Balcatta office or via an online meeting, with Ben or one of our senior accountants.
+ Add Rental Property
$100
Maximise deductions by expertly adding your rental property schedule to your personal tax return.
+ Add Sole Trader Business Schedule
$100
Seamlessly integrate your sole trader business income and expenses into your personal tax return.
+ Add Share/ Crypto Trading
$100
Accurately report one complex share or crypto trading schedule to ensure full ATO compliance.
Business Groups
Financial Statement and Tax Return Preparation
$2,000
Comprehensive financials and tax returns for your entire business group, ensuring consolidated compliance.
Self Managed Super Fund
Financial Statement and Tax Return Preparation
$2,000
Meticulous preparation of SMSF financials and tax returns to ensure strict regulatory compliance.
Entity Setup
Company
$1,500
Expert guidance to establish your company structure correctly, from registration to initial compliance.
Entity Setup
Trust
$660
Establish a tailored trust structure for effective asset protection and strategic tax planning.
Entity Setup
Self Managed Superannuation Fund
$2,000
Set up your Self-Managed Super Fund with a compliant foundation for your retirement goals.
Business Consultation
$400
Strategic advice and expert consultation to help you navigate challenges and achieve business goals.
Every fund is quoted as a fixed proposal before any work begins, so the price you agree to is the price you pay. Book online and you'll see the current options and prices.
What our clients say
Over 1,000 clients across Australia. More than 100 five-star Google Reviews.
Ben took the time to understand both of our jobs and was thorough in his review of our documentation. He identified issues I wasn't aware of from previous tax returns, which he rectified. He works extremely efficiently but also has a very personal touch. We never felt rushed.
Christopher
Ben has great attention to detail, and his explanations are thorough but pitched at a level that is very understandable. He is not only great with sorting out tax, but also forward thinking and has provided excellent tax planning advice.
Dinusha
Ben has been our family and small business accountant for about six or seven years now, and I honestly cannot recommend him enough. Aevum's modern systems make tax time so much easier.
Boris
Frequently asked questions
At Aevum, SMSF financial statements and the annual tax return start from $2,000 inc. GST, fixed and quoted before we start. Fund establishment starts from $2,000 and consultations from $400. Every engagement begins with a fixed proposal, so you always know the cost up front.
For most funds it covers the annual financial statements, preparing and lodging the SMSF annual return, coordinating the independent audit, and the record keeping in between. It also includes the everyday paperwork of running a fund, such as contribution reporting and pension documentation. If your fund needs something outside the usual cycle, we'll quote it up front.
No. Every SMSF must be audited each year by an independent auditor, so we can't audit a fund we do the accounting for. What we do is coordinate the audit for you: we work with an independent auditor, prepare everything they need and handle their queries.
Yes, and it's easier than you'd expect. We request your fund's records from your previous accountant and handle the ATO agent transfer for you. Funds that have fallen behind are welcome too; we'll bring the lodgements up to date without judgement.
It depends on the fund. Most established funds that lodge through a tax agent like Aevum have until 15 May, while newly registered funds generally have earlier due dates. We track your fund's deadlines and make sure the audit and lodgement happen in time.
Yes, on the accounting and registration side: we set up the fund structure and handle the registrations, with establishment from $2,000 inc. GST. Whether an SMSF suits you in the first place is a decision for you and a licensed financial adviser, and we don't provide that advice. Once you've made the call, we'll have the structure ready and the compliance sorted.
No. We provide SMSF accounting, administration and tax services only, and we don't provide financial product or investment advice. If you have a financial adviser, we work alongside them: they guide the fund's strategy and investments, and we keep the accounts, returns and compliance in order.
Areas we serve
Our office is at Unit 9/10 Whipple Street, Balcatta, with free parking on site. We work with clients across Balcatta, Stirling, Osborne Park, Innaloo, Karrinyup, Nollamara and greater Perth, and Australia wide by email and video. Office hours are Monday to Friday, 8am to 4pm.
Ready to get started? Book a consultation online or call (08) 6117 9219.