Self Managed Super Funds

SMSF (Self Managed Super Funds) Advice & Assistance in Williams Landing, Melbourne

A self-managed super fund is a private superannuation fund that you manage yourself. 

We specialise in the provision of self-managed super fund taxation and audit services in Melbourne. We help our client’s setup self-managed super fund’s, take on existing funds and administer to all annual reporting requirements of the fund including the Financial Statements, Member Statements, Investment Reports, Annual Return, and Independent Audit. We are dedicated to providing continued advice and support to meet our clients’ requirements.

You choose your investments, we manage everything else - tax returns, financial statements, audits and everything you need to run your fund. And if you get stuck, our team of experts are here to help.

A Self-Managed Super Fund has a 15% flat tax rate (10% capital gains tax rate if you’ve owned your self-managed super fund over 12 months).

Establishing a Trust

We will work with you to prepare the trust deed (a foundational legal document for your SMSF), facilitate the appointment of trustees.

ATO Registration

We handle the paperwork for obtaining your SMSF’s Australian Business Number (ABN) and Tax File Number (TFN). Our accountants ensure compliance with ATO regulations, setting a solid foundation for your fund.

Compliance and Documentation

SMSFs are subject to stringent regulatory requirements. Our accountants assist in ensuring ongoing compliance by maintaining accurate records, preparing annual financial statements, and submitting necessary reports to regulatory bodies. This meticulous approach helps avoid penalties and keeps your fund in good standing.

Ongoing Support

Our commitment extends beyond the initial setup. We provide ongoing support and guidance as regulations evolve, helping you adapt your SMSF strategy to changing market conditions and legislative landscapes.

Get in Touch With Us

Call Us to let us know about your intentions and plans. Or get to us over mail. Our experts will get back to you at the earliest.
Area We Serve

We prove Accounting services in Melbourne and Near Areas – Below the areas