Our SMSF Services

As the most well versed SMSF accountants Melbourne can offer, we provide a wide array of services to our clients. Details of which are listed below.

New SMSF Startup

We work closely with you to assess the best way for you to start up your SMSF. Our years of experience allows us to guide you toward the ideal solution that fits in with your plans and your future.

From listening to your expectations, to providing you with options and then explaining what it all means, our team can advise you every step of the way.

To learn more about how to start things off, call us today to speak to one of our advisors.


SMSF Audits

SMSF audits are a stressful time. You want to make sure everything is done to perfection, and that is where this service comes into its own. 

Don’t put yourself in the position of wondering where to turn at these times. Leave the audit issue in the hands of a highly experienced team well versed in what is expected in this industry.

Contact us today via the number on our website to learn all about our SMSF audit service, and the difference it can make to your life.

SMSF Audits Melbourne

SMSF Compliance

SMSF compliance can be a major headache. Knowing that everything meets the various legal requirements is essential as any mistake can be costly. 

Our aim is to remove that stress from your shoulders. We make sure each and every part is completed correctly to ensure you do not fall foul of the authorities. For us, compliance is everything, and we are sure that you feel that way too.

With us, you no longer have to worry.

SMSF Compliance Melbourne

SMSF Accounting

Keeping on top of the accounting aspect of your funds is never easy when doing it on your own. Our accounting service removes that stress from your shoulders allowing you to focus on how your money is building.


To learn more about how our accounting department can help, call us today using the number provided on our website. Our team is ready to take your call, and answer any questions you may have.


SMSF Accountant
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SMSF Management

You don’t want to worry about managing your SMSF, but with us, you don’t have to. Instead, we will manage everything on your behalf. We monitor what is going on, and update you if anything requires your attention.

SMSF Management Melbourne

SMSF Trust Deed Amendments

As changes in the law occur, you need to make those amendments to the trust deed. Our service means you don’t have to worry about keeping up to date, as we do that for you. Not only are we aware of legal changes, but we can then make those alterations to your trust deed to ensure you remain fully compliant.

SMSF Trust Deed Amendments Melbourne

SMSF Tax Returns

Tax returns are important, and getting them right is essential. Leave your SMSF tax returns in safe hands by taking advantage of our tax returns service. We complete the paperwork on your behalf so every aspect is covered without you needing to stress about getting the returns in on time.

Don’t sit there and worry about your tax returns. Give us a call today, and a member of our tax team will be on hand to answer any questions you may have about this part of our service.


SMSF Tax Returns Melbourne

SMSF Investment Strategies

Knowing where to put your money isn’t easy thanks to the array of options out there. Our investment strategies service will help advise you on the best locations for your money to ultimately lead to the best returns. 

Our knowledge and expertise in the markets allows us to provide you with the best information. Contact us today via the number on our website, and see how we can make a difference to your investment strategy.


SMSF Investment Strategies Melbourne
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Your Way Forward

Dealing with your SMSF is time-consuming both in the setting up of the fund as well as the ongoing care. Audits, tax returns, making sure you continue to fall in line with legislation all takes its toll.

Our team is here to help. Our team is here to advise you on each step, and to help turn your investment into a winner. 

Don’t just sit there struggling to work out what to do next. Don’t panic about completing all the paperwork correctly and worrying that you may fall foul of the numerous laws, rules, and regulations surrounding. Instead, leave it up to the experts. Leave it up to us.

Those days of wondering how to complete the tax returns, making changes to the trust deeds thanks to alterations to the laws, and dealing with those yearly audits can all be put behind you. 

Our services take you through each step from beginning to end, and it can all be arranged via a simple phone call to our office. Even if you are merely considering setting up this fund, and are unsure as to how to go about it, then we can help put everything in place and get you started on the road to long-term financial freedom.

Your financial future can look significantly brighter than you ever thought possible. But do you know the best part? You no longer have to worry about making a mistake that could be costly to you. Instead, we have you covered, and thanks to our experience, you have nothing to fear.

Contact Us Today

So, take that first step towards not only financial freedom, but to also be free from the difficulties that can constantly surround your SMSF setup. Call us today via the number listed on our website, and speak to one of our team. If you get in touch out with our office hours, then simply leave a message and a member of our team will get back to you the next working day.

We are there to advise you on the next steps you should take, and with years experience of dealing with these funds, our advice is the best in the business. 

So, get in touch and let’s work together on handling your SMSF. Our team is ready to take your call.

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