Need an SMSF Accountant in Melbourne?

Our SMSF Management team specialise in helping clients with all their Self Managed Super Fund accounting needs. Whether you need help and advice on setting up an SMSF, have questions about your SMSF’s annual tax return, or anything in between, Stone Accountants & Advisors are here for you!

SMSF Accounting Services – for real people

With our experienced team of tax professionals and SMSF specialists on hand, you can rest assured the right advice is only ever a phone call or email away. Our specialist SMSF accounting services include:

SMSF Administration

Managing your own super fund can be tricky and time-consuming, with many tax laws and regulations you need to stay on top of.

This is where Stone Accountants & Advisors can help, with our comprehensive SMSF administration services provided as complete management packages or individually, as and when you need them.

SMSF Setup

Let Stone Accountants take care of all your SMSF setup and establishment needs! We’ll advise you on the best super fund options for your needs and goals, whether individual, contractor, small business owner or property investor.

Our A-Z service will help with choosing and appointing your SMSF trustees or directors, trust deeds, SMSF lookup, bank accounts and general advisory services on the initial management of your superannuation fund.

SMSF Tax Returns

Worry no more! Our SMSF accountants can manage every aspect of your super fund’s annual return preparation, including auditor liaison, comprehensive year-end reporting, lodgement and any ATO correspondence along the way, keeping you fully informed at every step.

We’ll let you know what information is required and when using automated checklists to prepare your return and provide you with the right advice to ensure you meet your minimum pension withdrawal requirements and take advantage of your super fund’s maximum available contribution amounts.

SMSF Compliance

A self-managed super fund must comply with the rules and regulations set out by the ATO. If your fund isn’t compliant, in the most serious cases, you risk losing the tax concessions available to you.

Our SMSF accountants pride themselves on staying up to date with any and all the rules and regulations for self-managed super funds, so you don’t have to!

SMSF Audits

To ensure your SMSF remains in compliance, an audit must be completed, prior to the fund’s annual tax return. There are strict regulations on who can carry out the audit, and your fund’s trustees must appoint an independent auditor who has no ties with or interest in the fund or fund members.

Stone Accountants & Advisor’s extensive professional network means we can put you in touch with the independent auditor you need for your super fund.

Stylisation close up of an accounting audit with a calculaotr and pen

Why choose a self-managed super fund?

If the aspects of SMSF administration we mention above sound onerous, you may be wondering why even choose an SMSF over a retail super fund.

The answer is simple – while everyone’s needs and goals are different, Self Managed Super Funds offer the benefits of greater choice and increased control over your superannuation investments.

The benefits of self-managed super funds

And because you have the freedom to invest where you want. With an SMSF, you can better protect your assets towards a secure financial future and comfortable retirement.

Offering multiple investment options, including residential or commercial property investment, with an SMSF, more favourable tax concessions are available than what might be seen as a more standard investment strategy, so make sure you chat with an SMSF accountant to get the best advice for your risk appetite.

Three stacks of coins with green growth shoots

Need help with your SMSF Accounting?

If you need help with SMSF setup, SMSF management, or one of our many other accounting services, whether business or individual, give Stone Accountants & Advisors a call or get in touch via the contact form today!

General advice disclaimer

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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