How your self-managed super fund is regulated

Tax agents

Tax agents can help you manage your fund's tax affairs. As a trustee, you can use a tax agent to complete and lodge your fund's annual returns and provide you with tax advice for your fund.

Generally, only a registered tax agent can charge a fee for providing these services.

Tax agents can also help you understand your obligations under the tax laws and represent you in your dealings with us.

You can check that your tax agent is registered by visiting the Tax Practitioners Board website at tpb.gov.au

You can lodge complaints about tax agents with the Tax Practitioners Board.

Sections within Role of other SMSF professionals

• Tax agents
• Accountants
• Financial advisers
• Fund administrators
• Legal practitioners