SMSF

SMSF

Selecting the right SMSF (Self-Managed Superannuation Fund) accountant is an important decision that directly impacts your wealth and retirement plans. We strive to create a long term relationship with each of our SMSF clients and we become their trusted partner helping them navigate the completixites of SMSF regulations, streamlining compliance and optimising their returns.

If you are looking for a new SMSF accountant, we encourage you to contact us for a no-obligation chat.  We would be more than happy to arrange a three way call with one of our many happy SMSF clients to give you the opportunity of asking any questions and so that you can hear first hand what it means to them in having a proactive and trusted advisor.

Your SMSF can be one of your most significant assets and therefore it is crucial to ensure its compliance is effectively managed

Self managed super fund accountant Melbourne

We have a specialist SMSF team that provides compliance, administration, accounting and tax services for Self-Managed Super Funds (SMSF). We also understand the priorities and needs of our clients at the various stages of their lifetime.

We can help:

  • Set up your SMSF following advice from a financial planner
  • Ensure tax and audit requirements are met
  • Real time data & reporting to allow you to keep track of your SMSF
  • Provide unbiased and proactive advice to manage compliance
  • Adhere to tax, legal and compliance obligations
  • Winding-up a SMSF

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  • 1300 878 876 | (03) 5959 1970
  • contact@upturn.com.au
  • L1, 1A Main St Mornington VIC 3931