MSP Tax helps Australian accounting and administration firms prepare SMSF financial statements, annual returns and compliance reports, with documents and prior year data carried forward automatically.
From prior year data to final lodgement, MSP Tax keeps the fund’s figures consistent across every statement and report.
Upload a prior year financial statement and MSP Tax reads members, assets and balances, then rolls them forward into the new year.
Operating statement, statement of financial position and the SMSF annual return generated from a single source of truth.
Track transfer balance events with correct quarterly due dates, and surface suggested events from the fund’s own documents.
Connect your firm’s Drive (read only) and let MSP Tax find and read the supporting documents for each fund.
Manage many funds under one firm, with each firm’s data kept separate and access scoped to your sign in.
For shared clients, MSP Tax works alongside MySMSF Property so fund data and documents stay in step.
Built and hosted in Australia, with privacy and security as defaults, not afterthoughts.
Sign in to your dashboard, or get in touch to set up your firm.