SMSF Setup
Trust deed, individual or corporate trustee, ATO registration and bank account setup.
- SMSF Setup & Trust Deeds
- Corporate trustee option
- ATO registration
SMSF & Wealth Planning
SMSF setup, yearly services & wealth strategy
Thinking about running your own super fund? We help you decide if an SMSF suits you, set it up correctly and look after it every year.
Why clients choose us
- Registered Tax Agent Lodging with the ATO on your behalf
- FIPA Public Practice Fellow of the Institute of Public Accountants
- Mon – Fri, 9:00 – 5:30 Melton South office & online appointments
Overview
Set up right from day one
An SMSF gives you control over how your retirement savings are invested — but it also comes with trustee responsibilities. We explain the obligations, establish the fund and its trustee, and register it with the ATO.
Once running, our yearly service covers the financial report, audit arrangement and annual return.
- SMSF suitability review
- Trust deed & trustee setup
- ABN, TFN & ESA registration
- Rollover coordination
- Yearly compliance service
- Wealth strategy reviews
Registered Tax Agent
Lodging directly with the ATO
What’s Included
SMSF & Wealth Planning
Yearly Services
Annual financials, independent audit arrangement and the SMSF annual return.
- Annual Financials & SMSF Tax Returns
- Independent Audit Arrangement
- Member statements
Wealth Strategy
Contribution planning and structure reviews so your fund works toward your retirement goals.
- Contribution planning
- Pension phase planning
- Annual strategy review
How It Works
Getting started is simple
From first conversation to lodgement, we keep the process clear and on time.
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1
Book a free appointment
Choose a time online or call us. Meet in Melton South, by phone or by video.
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2
Share your documents
We send a simple checklist so you know exactly what to bring.
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3
We prepare & review
Your registered tax agent prepares everything and explains the outcome.
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4
Lodged with the ATO
We lodge on your behalf and keep you on track for next year.
Got Questions?
Frequently Asked Questions
Common questions about our SMSF & Wealth Planning service.
It depends on your balance, investment goals and willingness to take on trustee duties. We talk through the pros and cons at a free first appointment.
Both are allowed. A corporate trustee costs more to set up but can make administration simpler over time. We explain the differences for your situation.
We provide accounting and tax services for your fund. Where you need personal financial product advice we can refer you to a licensed adviser.
Ready to get your tax and accounts sorted?
Book a free first appointment with a Registered Tax Agent. In person at Melton South, by phone or online.