SMSF ACCOUNTANTS MELBOURNE |
SMSF ADMINISTRATION SERVICES

SMSF ACCOUNTANTS MELBOURNE |
SMSF ADMINISTRATION SERVICES

SECURE YOUR FINANCIAL FUTURE WITH A QUALIFIED
SMSF ACCOUNTANT AND SMSF ADVISOR

What is a self-managed super fund (SMSF)?

An SMSF is a private superannuation fund in Australia that offers more flexibility and control over your retirement savings and investments.

We can set up your fund properly, preparing the relevant complying documentation and financial statements. We can also ensure that your SMSF is handled correctly by arranging for an SMSF audit.

BOOK YOUR FREE CONSULTATION

OUR COMPLETE SMSF SERVICES

  • Processing and preparation of data and financial statements

  • Setting up of data feeds to save you providing significant source data

  • Attending to all your SMSF regulatory requirements

  • Audit preparation and liaison with the auditor
    as required

  • Preparation of SMSF tax return

  • Tax planning and advice relating to your
    super fund

WHAT ARE THE BENEFITS OF AN SMSF?

An SMSF can form part of an overall personal investment strategy. Depending on your circumstances, it can:

  • Allow you to invest in a more tax-effective way

  • Give you more control and flexibility of investment decisions

  • Allow you to invest directly in property and other investments through your super

For these reasons, an SMSF also has the potential for higher net returns than other forms of super.

Self Managed Super Fund
Self Managed Super Fund

IS AN SMSF FOR ME?

Find out if a self-managed super fund is right for you by booking a free, no-obligation consultation

CREATE AN SMSF INVESTMENT STRATEGY WITH AN
EXPERT SMSF ADVISOR IN MELBOURNE

Setting up a self-managed super fund requires professional advice on investment options, tax laws, cash flow requirements and SMSF trustees structuring (individual and corporate trustees).

We have helped many businesses and individuals set up an SMSF seamlessly and effectively

OUR GUARANTEE…

STANDARDS

Our priority is to meet your needs while maintaining the highest possible standards. We ensure that all our services are consistent and accurate so that you get the advice you need and great value-for-money.

SECURITY

Rest assured, your personal and business data is kept confidential and secured using our top-of-the-line technology.

SUPPORT

Need help? Our team is just a call away. We respond to clients’ concerns or queries within 24 hours and make sure that urgent enquiries are addressed promptly.

HOW CAN WE HELP?

Book a free, one hour, no-obligation consultation with principal Craig Allen.