Dhan Accountants · Since 2010

We do the work. Your firm keeps the client.

SMSF accounts, accounting and tax returns for Australian accounting and financial planning firms, at a fixed fee. Our team prepares the work; it comes back to you to review, sign and invoice.

Fixed fee Since 2010 Registered tax agent 24702003 (check it on the TPB register, another site)

Working with firms
Since 2010
Australian accounting and financial planning firms
Fees
Fixed
One fee per fund, whatever the fund's size
Turnaround
Within a week
Most funds, once we have complete records
Your clients
Stay yours
Their records kept confidential

What comes back to you

A finished file, ready for your review

You get the whole job, not a list of questions. Every figure is referenced to its source, so your reviewer can follow it.

Software we work in

BGL Simple Fund (desktop)BGL360Class SuperSupermateXero

Using something else? Ask us.

Lodging returns, your way

  • Under your tax agent number, if you don't have lodgement software
  • Under our tax agent number, 24702003 (check the TPB register), if you are not a registered tax agent

Also on request

  • Actuarial certificates, arranged for you
Complete set of final reportsFinancial statements and member statements
SMSF annual return, in draftReady for you and the trustees to sign
Fully referenced workpapersEach balance traced to its source document
Updated software backupWhen the fund is prepared in BGL Simple Fund desktop

How we work

Four steps, the same for every job

  1. Tell us about your firm

    How many funds or clients, the software you use, and when you need them back.

  2. Agree a fixed fee

    Agreed in writing before we start. SMSF work is one fee per fund, whatever its size.

  3. Send the records securely

    Upload them through our client portal, not by plain email.

  4. Review, sign and invoice

    Referenced workpapers and reports come back to you, to sign and send under your firm's name.

More about how we work

Checking us before you sign

Check us the way you'd check any supplier

Your clients' records will pass through our hands. Here is what to check, and where to check it for yourself.

ABN 12 934 023 558Dhan Services Pty Ltd trading as Dhan AccountantsCheck on ABN Lookup
Registered tax agentRegistration number 24702003Check on the TPB register
Professional bodiesSwarn Sandhu is a member of Chartered Accountants ANZ and a Fellow of CPA Australia; Jagdev Sandhu is a member of CPA Australia.Our directors
Professional standardsLiability limited by a scheme approved under Professional Standards Legislation.
InsuranceWe hold professional indemnity insurance.
Your clients' recordsWho works on your clients' files and how we look after them.Security and privacy

Samples of our work

See our work before you send us yours

Ask us for a current sample, with every client detail removed.

All samples

Ask for a quote

Tell us about your firm.

What happens next

  1. We replyBy email or phone within one working day.
  2. We agree the workFee, software and timing, in writing.
  3. You send the first jobThrough the client portal.

Ask for a quote

It takes about two minutes. Every field is needed unless it says optional.

A rough number is fine.

Your software, when you need work back, anything we should know.

Looking for a job with us? Please see our Careers page; we can't consider applications sent through this form.

Dhan Services Pty Ltd, trading as Dhan Accountants, uses these details only to answer your enquiry and, if you go ahead, to set up your work. We don't add you to a mailing list. Our privacy policy explains how to see or correct them, and how to complain.