SMSF Specialists

SMSF Specialists – Self Managed Super Fund Specialists Melbourne

Unsure about your Superannuation and your SMSF?

There is no need to be as we are SMSF specialists who provide you with a comprehensive self managed super fund (SMSF) accounting and administration service.

We handle the SMSF paperwork – tax returns, member contribution statements and the annual audit, letting you manage the decisions.

We support you being the self in self managed, by providing you with our SMSF specialist service.

We provide a comprehensive service, assisting in all aspects of the fund’s administration including all the paperwork, reporting and support in complying with super and tax laws and you’ll have direct contact with your account manager and advisor whenever you need it.

Client benefits

As our client, you will benefit from the following key features of our service:

  • a capped fee structure which incorporates the administration of pensions and the preparation of financial statements and tax returns and coordination of the audit of the fund;
  • current listings of your SMSF’s investments, accessible online
  • annual tax returns completed by 31 October (where information is supplied within a reasonable time to meet that deadline)
  • the fund’s audit as part of the package provided by auditor.

Our team pride themselves in being SMSF specialists including all accounting, administration and advice.

If you have an existing SMSF we can assist you to transfer your superannuation fund to our SMSF specialist service.

Change the way you deal with your superannuation today.

Haven’t started a SMSF?

We can help you.

We take care of the SMSF setup if you’re looking to establish a SMSF.

We pride ourselves on outstanding SMSF specialist customer service, no matter your situation.

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