Our Services
Self-Managed Super Funds
You set up an SMSF to take control. Your accountant should make that easier, not harder.
Most trustees who come to us are not unhappy with their fund. They are unhappy with the support. Returns lodged late, questions left unanswered, and an accountant who only appears at tax time while it is your retirement on the line.
Blue Shell Accounting is different in the ways that matter. Michelle has worked with SMSF trustees for over 20 years. You will deal with the same people every year, and nothing about your fund is ever a mystery to you. You make the decisions. We make sure the fund is compliant, the tax is minimised and you make the most out out your fund.
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Someone who picks up the phone
Call with a question before you act, not after. You get an answer in plain English, from a person who knows your fund.
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Nothing lodged late
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The same team every year
We are a small practice in Mt Gravatt. We are familiar we your situation and fund.
Six things you get with Blue Shell Accounting -
that you may not be getting now
The accounting, audit and lodgement still get done.
The difference is how it feels to be the trustee while they are being done.
You stop chasing
We set the calendar for your fund and work to it. You hear from us before anything is due, not from the ATO after it was.
You always know where the fund stands
Clear statements, a plain-English summary each year, and a straight answer on what the fund is worth and what it owes.
Your questions get answered
Can the fund buy this? Can I put more in this year? Ring us and ask. Knowing the rules before you act is what keeps a fund out of trouble.
Problems get found and fixed
When a fund comes to us we review how it was set up and run. If a deed is out of date or something was missed, you hear about it and we fix it.
The tax is done properly
Contributions, pension payments, capital gains and franking credits handled by someone who does SMSF tax every week, not once a year.
Strategy, not just paperwork
Contributions, pension phase, property and the tax angles talked through with you each year, so the fund is building your retirement, not just being filed.
We carry the compliance so you can get on with your life
As trustee, the ATO holds you responsible for the fund. That does not mean you have to do the work yourself, or lie awake wondering if something was missed.
Everything on the right is handled by us, every year, without you asking.
Your job is to make the decisions. Ours is everything after that.
Michelle has spent over 20 years working with SMSF trustees, and switching to Blue Shell Accounting is simpler than you think. You appoint Blue Shell Accounting as your SMSF's tax agent, then we can contact your old accountant to get what we need.
What we take care of
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Annual financial statements for the fund and each member
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The independent audit, from preparing the file to answering the auditor's questions
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The SMSF annual return, lodged with the ATO on time
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Minutes, member statements and the records the ATO requires you to keep
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Your written investment strategy, documented and reviewed each year
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Pension set-up and minimum payments when you are ready to draw on the fund
Not sure your current accountant is doing all of this?
Bring us your last set of fund statements and we will tell you where the fund stands, in plain English.
Moving your fund to Blue Shell takes one signature
You do not have to have the awkward conversation, and the fund does not miss a beat.
Here is exactly what happens.
01
You sign one authority
That is all we need from you. We request the fund's records from your current accountant and deal with them directly.
02
We bring the fund up to date
Anything outstanding, whether statements, audit or returns, is finished and lodged. We review how the fund was set up and flag anything that needs fixing.
03
You sign one authority
A plain-English rundown of where the fund stands, what it is worth, what it owes and what happens next. From here on, we run the calendar.
Three things that will not happen when you switch
No gap in compliance. The fund's deadlines are the same whoever the accountant is. We pick up the calendar from the day you sign, so nothing falls between the two of us.
No awkward conversation. The authority you sign lets us request the records. Your old accountant hears from us, not from you.
No surprise bill. You get a fixed fee for the fund before we start, including the catch-up work if there is any. If the fund needs more than that, you hear about it first.
Common questions
Questions trustees ask before they switch
Not answered here? Call 07 3349 1574 and ask. That is what we are here for.
Yes. Most trustees do. We take over from wherever the fund is up to, including a year that is half done, and finish it.
Get in touch
Ready to talk about your finances?
Book a consultation with Michelle and the Blue Shell team. From 30 October 2026 you will find us at our new Mount Gravatt office.
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Our Address
Unit 4, 36 Tenby Street
Mount Gravatt QLD 4122 -
Contact Us Today
07 3349 1574
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Email Us Anytime
michelle@blueshellaccounting.com.au