SMSF Accountant Melbourne - SMSF Advisory

Secure your financial future with our expert SMSF accountants in Melbourne. Elevate your self-managed superannuation funds with our specialised accounting services in Melbourne. There are now more than 300,000 Self Managed Superannuation Funds (SMSF) in Australia and the number continues to grow. Whether you're setting up a new fund, managing an existing one, or looking to grow your wealth, we are here to help.

Our SMSF accountants work with you to take the hassle out of SMSF accounting and give you greater control over your retirement. Get in touch with us today for SMSF advice and consultation.

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Why should you manage your own super fund?

A self-managed super fund (SMSF) offers the opportunity to take control of your retirement savings and make the most of your wealth. By managing your own super fund, you'll have access to a range of benefits, including:

Investment flexibility

With an SMSF, you can choose where your money is invested and how it's managed. This allows you to tailor your investments to your specific goals and risk tolerance.

Increased transparency

With an SMSF, you have complete visibility into your investments and their performance. This allows you to make informed decisions and stay on top of your financial situation.

Greater control

An SMSF puts you in the driver's seat when managing your retirement savings. You decide how your money is invested, who manages it, and how it's used.

Tailored retirement income

With an SMSF, you can create a retirement income strategy tailored to your specific needs and goals. This allows you to ensure you have the resources you need to live comfortably in retirement.

Life insurance benefits

An SMSF can also give you access to life insurance benefits, giving you peace of mind that your loved ones will be taken care of in case something happens to you.

Lower costs

An SMSF can be a cost-effective way to manage your retirement savings, with lower fees than many other types of funds.

Working with a qualified SMSF accountant is the key to getting the most out of your SMSF. At Elevated Accounting, we specialise in SMSF accounting, set up and audit. We can help you navigate the complex rules and regulations of self-managed super funds and provide expert SMSF advice.

Is an SMSF suitable for you?

In assessing whether an SMSF is suitable for you, we prompt the following questions:

Do you have a substantial amount in personal superannuation? (As a guide, a minimum of $200,000 would be required due to establishment costs and ongoing management fees).

Do you enjoy learning about your investments and have the time to regularly review their performance?

Would you like increased flexibility in estate planning, more investment options and greater responsibility for your own retirement funds?

If you answered yes to these questions, you might be suited to having your own SMSF.

Whilst there are potentially significant benefits, having a Self Managed Super Fund requires time, effort and discipline plus, they also attract extra ongoing fees, including annual audit fees.

Since 1 July 2016, superannuation advice must be provided through an Australian Financial Service Licence.

To provide personal advice to our clients concerning superannuation and self-managed superannuation funds, Elevated Accounting has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants' Association Ltd (NTAA).

SAN-Approved SMSF Accountants Melbourne

SAN supports our practice in providing advice regarding the following:

Establishment of SMSFs

Contribution strategies (amounts, types, withdrawal and re-contribution)

Pension strategies (account-based and transition to retirement)

Transfer of business real property into superannuation

Withdrawals, commutations and death benefit payments

Limited Recourse Borrowing Arrangements

Provision of an asset class investment strategy (based on an assessment of your risk profile)

Winding up of SMSFs

The person at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice is Craig McArthur (Authorised Representative 124 8030). If you have any questions concerning your superannuation, please ask to make an appointment to speak with us.

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062) and is a fully owned subsidiary of the NTAA. The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self-Managed Superannuation Funds. Our practice is pleased to be a member of this association and benefits from the education they provide.

Elevated Accounting are leading accountants in Melbourne and Brisbane offering wide range of accounting services including business accounting, tax accounting, property accounting, business consulting, investment property accounting services and much more. Contact our friendly team today to schedule a consultation and take a step towards financial success.

Contact Our Expert SMSF Accountants Today

Don't wait any longer to take control of your financial future. Schedule a consultation with Elevated Accounting today, and let us help you navigate the complexities of self-managed super funds. With our tailored solutions and commitment to delivering exceptional service, we can help you elevate your SMSF experience.

We’re looking forward to having a chat with you and discovering how we can help grow your future together.

Schedule a Consultation