What Trustees Need to Know About Superannuation Annual Returns
Guide • SuperannuationKey timelines, documents, and common oversights for SMSF Trustees.
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Trusted Tax Compliance • SMSF & Regulatory Audits
Welcome to Tax Practice Assist
We help Individuals, Small Business Entities, and SMSF Trustees navigate complex superannuation legislation and taxation with clarity and confidence.
Our Approach
We attend to your business and taxation compliance with honesty, transparency, and integrity — highlighting key aspects of the legislative framework so you can make informed decisions.
- Based in Morayfield, QLD — professional audit services for SMSF Trustees & Real Estate Trust Accounts.
- Accounting & taxation services for business clients, real estate investors, and wage earners.
About Us
20+ years in public accounting practice & regulatory audits (including SMSF).
Vivian Waller, FIPA
Registered Tax Agent • SMSF Auditor
Graduate of the University of New England (UNE) and the University of Southern Queensland (USQ). Qualifications include: Master’s in Public Accounting (MIPA), MBA, and Bachelor of Commerce (Accounting).
Our Services
Premium, tailored support for compliance and audit.
Tax Compliance
Tax Returns • Business Activity Statements (annual & quarterly) • Instalment Activity Statements (including PAYG variations).
By quoteSMSF Audits
Thorough, SIS Act–compliant audits tailored to your fund’s needs.
By quoteRegulatory Audits
Real Estate Trust Agency audits • Not‑for‑Profit organisation audits.
By quoteExcel Setup & Financial Tools
Custom spreadsheet solutions for tracking and reporting.
Project‑basedAccounting Software Setup
MYOB • QuickBooks • Xero • Invoice2Go • Reckon.
Fixed / By quoteAdvisory
Personalised guidance for owners and trustees to align compliance with long‑term goals.
Retainer availableResources & Updates
Insights and essential documents for the 2025 financial year.
Common SMSF Audit Pitfalls (and How to Avoid Them)
Audit • SMSFA practical checklist to prepare your fund for a smooth audit.
Get the ChecklistExcel Tips for Financial Reporting
Tools • ExcelSimple spreadsheet techniques that save time and reduce errors.
Request a Template2025 Compliance Downloads
2025 Individual Tax Return Checklist
Download PDF2025 Tax Return Individual Standard TCs
Download PDF2025 Trust Tax Return Checklist
Download PDF2025 ATO Rental Property Guide
Download PDFClient Testimonials
Coming soon — curated recommendations from current clients.
This section will showcase client quotes and case snippets to reinforce credibility.
Contact
Have a question or need support? We're here to assist.
Tax Practice Assist
Vivian Waller – Senior Partner
📧 taxpracticeassist@gmail.com
📞 +61 407 782 187
📍 Morayfield, QLD 4506 (PO Box 897)
Hours: Mon–Fri, 9:00am–5:00pm