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 advisory and consultation in Melbourne.
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:
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, SMSF setup, compliance support, advisory and audit coordination. We can help you navigate the complex rules and regulations of self-managed super funds and provide expert SMSF advice.
We manage SMSFs for Melbourne members with experience and care. Our team has years of experience managing self managed super funds and we stay current with ATO compliance so your fund meets all reporting and governance requirements. We offer transparent fixed fee pricing for annual accounting and SMSF audit coordination so there are no surprise bills.
Our firm has in-house SMSF specialists and a close working relationship with accredited independent auditors. That means faster turnaround on annual audits and clearer advice when you need it. We are based in Southbank and provide local face to face meetings as well as secure virtual consultations for clients across Victoria.
Our SMSF advisory clients in Melbourne receive practical support across fund setup, contributions, pension strategies, compliance reviews, governance and ongoing administration. We also coordinate SMSF audit requirements with accredited independent auditors throughout Melbourne, helping your fund stay compliant while keeping the process clear and efficient.
Services and benefits
In assessing whether an SMSF is suitable for you, our SMSF accountants prompt the following questions:
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 (there are also ongoing obligations and costs to be aware of, including annual accounting, compliance and independent audit requirements).
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 supports our practice in providing advice regarding the following:
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.
We are a registered tax agent and provide ASIC compliant SMSF setup and registration. Our clients include individuals, couples and retirees across Melbourne who want hands on control of their retirement savings without the complexity.
Our team includes accountants with CPA and CA qualifications and specific SMSF expertise. To help you feel confident we can share short testimonial snippets from clients who value our clear communication and reliable timing.
Here is feedback from a Melbourne client who recently used our services:
“The team at Elevated Accounting helped me with all my accounting needs. They give clear advice that is easy to understand, and their service is friendly. Highly recommend.” — Brendon Purdom
We specialise in complex SMSF strategies including limited recourse borrowing arrangements and property investment via SMSFs. Our experience covers structuring, compliance, audit readiness and strategy for both accumulators and retirees.
We tailor our service depending on your goals with an investment property accountant and business accountant Melbourne. For accumulation phase clients, we focus on contribution strategies and growth. For retirees we prioritise pension setup and tax-efficient income streams. We also work closely with financial advisers and planners to deliver fully integrated guidance.
Don't wait any longer to take control of your financial future. Schedule a consultation with Elevated Accounting today, and let our expert SMSF accountants help you navigate the complexities of self-managed super funds. With our tailored SMSF 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.
