Bana Global
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BANA Global Services

Accounting and Audits

BANA Global Services offers expert SMSF outsourcing services in Australia, helping accountants and financial advisers reduce workload, cut costs, and deliver compliant, high-quality SMSF reporting and administration.

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Our Services

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SMSF Accounting Services
  • Setting up new fund details in reporting software
  • Setting up existing fund financials in software
  • Fund accounting daily processing & Year-end model
  • Preparation of Financial Statements, including operating statement, statement of financial position, notes to financial statements
  • Prepare member benefits statement, which contains member's tax components
  • Preparation of all Minutes and other Compliance Documents
  • Preparation and Lodgement (if required) of annual Income Tax Return
  • Preparation of electronically hyperlink pdf work papers
  • Multiple levels of “in-house” reviews to assure accuracy & quality
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Accounting & Bookkeeping
  • From day-to-day bookkeeping to Annual Financials. We prepare reports that enable the business owner to better analyse their revenue and expenses
  • A professional accounting team, with international experience will bring you high end expert service
  • Well versed with accounting Softwares like MYOB, QuickBooks, Xero, etc
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We work with various SMSF auditors across Australia, specializing in audit assistance services.

SMSF Pre-Audit Preparation

  • Review the accounting job and working papers for you to ensure SIS audit compliance
  • Review and compile fund establishment documents (trust deed, trustee declarations, ABN/TFN)
  • Check and validate member contributions against ATO caps
  • Confirm minimum pension payments and review pension commencement/commutation documentation
  • Ensure rollover and TBAR compliance (including timing and reporting)
  • Review and organize investment documentation:
    • Property (contract, settlement, title, lease, valuation, insurance)
    • Unlisted Unit Trusts (unit certificates, financials, tax return)
    • Related-party transactions (check SIS compliance)
  • Ensure fund's complying status on Super Fund Lookup
  • Validate loan documentation and bare trust deed for LRBA (if applicable)
  • Highlight any potential breaches or missing documents for resolution
  • Prepare and arrange supporting documents for all audit-relevant transactions

Software – Myworkpapers and Evolve White

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Why Choose
BANA for SMSF
Accounting?

BANA Global Services is a specialist accounting service provider, trusted by Australian firms for expert support in SMSF accounting, audit preparation, and bookkeeping.

Our team combines technical expertise with industry insight to deliver accurate, efficient, and scalable services—helping your practice grow with confidence.

Reduce overhead costs

Improve productivity

Meet compliance deadlines

Access skilled professionals

Contact us

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