Annual Accounts (SMSF) Template
Download your free Annual Accounts (SMSF) template to personalise and use in your bookkeeping or accounting firm.
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About this template
This template outlines the process for preparing and lodging annual accounts and tax returns for Australian self-managed superannuation funds (SMSFs).
It includes detailed steps for client data collection, fund reconciliation, preparation of financial statements and returns, review, and lodgement. Specific checklists support compliance with SMSF regulations.
Roles such as Preparer and Reviewer are assigned throughout, and automation helps manage task flow and work status updates.
The template is fully customisable to reflect your firm’s SMSF procedures and reporting obligations.
Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is the leading AI-powered practice management platform.
Thousands of accounting firms around the world have unlocked new efficiency, consistency, and growth by standardizing their workflow processes in Karbon templates.
But that’s just the beginning. Karbon connects your team, clients, work, and data. Everything lives in Karbon, so there's always a clear answer to what's happening, who owns it, and where to take action.
Learn more at karbonhq.com or book a demo.
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