Self-managed super, fully managed.
Annual financials, tax returns, audit coordination, and trustee training. Plus LRBA setup, pension transitions, and ATO compliance year-round.
Three reasons our clients stay.
We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.
Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.
Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.
We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.
An SMSF that quietly drifts away from where it should be.
You set up the fund years ago, with help from an accountant or a financial planner. The annual return shows up like clockwork. You sign it, you send it back. The fund ticks along.
Then a contribution gets coded incorrectly. A property purchase happens without the right LRBA structure. A pension transition uses a template that does not quite fit your situation. The audit raises a flag. The ATO sends a letter. Suddenly the fund you trusted needs unwinding work that should have been spotted years ago.
SMSFs are a different discipline to small business tax. Same accountant credentials, very different rules. Trinity manages over four hundred funds and the work is its own practice: structure, contribution caps, LRBA compliance, pension phase, audit defence. Done weekly, the patterns become visible. Done occasionally, small mistakes accumulate.
Annual administration plus strategy.
Annual financials, tax returns, audit coordination, ATO compliance, and the strategic work that sits behind them. Whatever the fund needs in a given year, the same fee covers it. The list below is the floor, not the ceiling.
What four hundred funds teaches you.
Less time on admin. Cleaner records. Better decisions because the numbers are current.
Health check, setup, then annual rhythm.
Same process for every new engagement. You know what is happening and when.
We review your current fund structure, compliance history, investment strategy, and retirement goals. This diagnostic identifies any risks, missed opportunities, or areas for optimisation.
Based on the health check, we establish or update your compliance framework, investment strategy document, and accounting procedures. Everything aligns with ATO requirements and your objectives.
Each year, we prepare financial statements, lodge tax returns, coordinate audits, and provide strategic reviews. You receive member reports and guidance on annual decisions.
SMSFs we manage every week.
If you see your situation below, we have done this work before. If you do not, ask anyway.
A small firm by design.
Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.
Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.
The reviews speak for themselves.
Sole traders, growing companies, and trustees who keep coming back. Here’s why.
Doesn't cut corners
I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
Business and personal
Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
Diligent and professional
Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
The best, hands down
Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
Medical practice expertise
I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
A real lifesaver
Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!
SMSF questions we hear weekly.
SMSFs are a specialty and the questions are specific. Here are the ones that come up most.
Our SMSF accounting fees are based on the complexity of your fund, number of members, and services required. Most single-member or couple SMSFs with investment properties or multiple investments fall into a mid-tier pricing band. We provide a transparent quote after your initial health check, with no hidden fees. Contact us for a personalised estimate.
Yes. We guide you through the full process: assessing whether an SMSF suits your situation, preparing trust documents, setting up accounting systems, and lodging your ATO registration. We also help you understand ongoing compliance obligations from day one.
Absolutely. LRBAs require specialist compliance management because of segregation rules, specific investment restrictions, and detailed reporting. We manage all LRBA compliance and work closely with Nexus Wealth Partners on the mortgage broking side if needed.
We manage the full transition, including member statements, commutation calculations, and compliance adjustments. Pension phase has different reporting requirements and tax implications—we ensure you’re set up correctly and provide ongoing guidance throughout retirement.
Yes. Ramy Hanna is a Registered Tax Agent (Tax Agent number [INSERT TAX AGENT NUMBER]), which means we can lodge your SMSF tax returns directly with the ATO and provide personalised tax advice. Our multi-fellow status (IPA, TIA, NTAA) reflects our expertise in tax and superannuation law.
At minimum, we recommend an annual review aligned with your financial statements and tax return. However, if you’re considering major changes—like LRBA borrowing, transitioning to pension phase, or adjusting your investment approach—a strategic review is valuable. Life changes warrant reviews too. We’re proactive in identifying when a review would benefit your fund.
