Self Managed Superannuation Funds (SMSF)

We are a Melbourne-based practice, serving clients Australia wide.

SMSFs, where you decide on the investments are making a come back! With many complex rules and regulations, it is crucial to manage administration and ensure compliance!

As accountants we will:

  • prepare the financials and tax return of your SMSF

  • coordinate the administration of your SMSF including arranging the annual audit and other documents.

Due to strict government licencing regulations, we work with super talented financial advisors to ensure that you are advised of:

  • the structure of your SMSF

  • the investments you should make

  • how much you should contribute to your SMSF

  • the amount to withdraw to assist with your lifestyle.

If you already have a Financial Advisor, we will work closely with them to manage the administration of your SMSF.

Benefit from our competitive rates and specialised SMSF accounting services! With us, you will know in advance what each service will cost!

a person putting coins into a house with a heart shaped house
a person putting coins into a house with a heart shaped house

SMSF Pricing

  • Individual Trustee Setup
    Complete SMSF setup package from $1,000 + GST
    Ongoing SMSF changes from $350 + GST

SMSF Setup & Administration

  • Corporate Trustee Setup from $1,200 + GST
    If you choose to use a Corporate Trustee, we can establish a new company and prepare all related documents, including constitution, and lodge necessary paperwork with ASIC.

  • Registered Agent - Trustee company only from $150 + GST + ASIC annual fee
    We can act as the registered agent for your corporate trustee. This involves preparation and lodgement of the annual company return and all other ASIC forms as required during the year, such as change of company name, change to shareholders and directors or change to addresses of the company or its members.

  • Basic Accumulation Fund from $1,000 + GST / per year

  • Account Based, Accumulated or Market-Linked Pension Fund from $1,200 + GST / per year

  • Accounting for GST - price on discussion

  • Audit of the financial statements from $300 + GST / per year

  • Approved Actuary Certificate $180 + GST / per year

  • Individual tax returns for the members of your SMSF from $120 + GST / per year

SMSF Accounting & Taxation

Deciding to venture into the SMSF world is a significant step, contact us to discover how we can make your SMSF journey as smooth as possible.

Get in touch for an obligation free consultation

We are a Melbourne-based practice, serving clients Australia wide.

P: 03 9028 7074 or 0433 100 984

Contact us:

*by appointment

Location:

Waterman Eastland
Level 3, Eastland Shopping Centre,
Ringwood, VIC 3134

Tailored, Expert Support for Your Business

Maroondah Taxation is a CPA Practice

Liability limited by a scheme approved under Professional Standards Legislation

ABN: 87 162 020 174

We proudly acknowledge the traditional owners of the land where we live and work. We pay our respects to the elders both past and present, and honour their ongoing connection to this land.

We respect and welcome people of all backgrounds, genders, sexualities, abilities and cultures.

We proudly acknowledge the traditional owners of the land where we live and work. We pay our respects to the elders both past and present, and honour their ongoing connection to this land.

We respect and welcome people of all backgrounds, genders, sexualities, abilities and cultures.

© 2024 Maroondah Taxation