SMSF Accountants in Melbourne

Superannuation is a powerful tool to help build long-term wealth and is important for everyone when planning for retirement.

Establishing and maintaining a Self-Managed Superannuation Fund (SMSF) can be an attractive option if you are seeking more control and flexibility over your financial future and can offer a wider range of investment choices

Our in-house superannuation specialists can recommend tax-effective strategies and solutions tailored to your specific needs to achieve your investment and retirement goals.

We can assist and guide you through all stages of the SMSF lifecycle from the start-up, to the running and administration and eventual wind-up.

Superannuation Accounting Services We Offer

  • Establishing your Self-Managed Superannuation Fund.
  • Assisting with fund transition to pension.
  • Review of contributions and income strategies.
  • Trust Deed updates.
  • Wind up of Self-managed superannuation funds.
  • Administration and Compliance including:
    • Annual Returns.
    • Financial Statements preparation.
    • Facilitating annual independent audits.

What You Can Do with an SMSF

  • Choose how you manage your finances and assets.
  • Use your funds to invest in shares, property, personal assets, term deposits and more.
  • Borrow supplementary funds for investment purposes, such as purchasing property.
  • Choose your superannuation insurance and investments yourself.
  • Implement favourable tax management strategies.
  • Make timely investment choices as market conditions change.
  • Up to six fund members can have control over the SMSF, which can help to increase your savings and keep relevant fees lower for all members.

How We Can Help You

Walker Wayland Advantage has a team of  SMSF accountants in Melbourne who can help you plan the creation, management and administration of your SMSF. Our SMSF tax advisors provide exceptional self-managed super funds accounting services and advice for all kinds of clients.

We can offer you expert advice on matters relating to compliance to ensure your SMSF complies with SIS laws, implement a suitable investment strategy . Where required, we work with you and appropriate third parties to ensure compliance requirements are met.

Contact Our SMSF Tax Advisors Today

Walker Wayland Advantage is a trusted choice for all things SMSF in Melbourne. Get in touch with our SMSF tax advisors today by calling us on (03) 9274 0600 or contacting us online


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    Martin Phelan and Phil McIsaac  Melbourne Tax Accountants and Business Advisors
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