Helping you decide whether an SMSF is right for you.
SMSF Advisors Melbourne - SMSF Setup, SMSF Strategy, SMSF Compliance and SMSF Lending
Work with a licensed SMSF advisory team that can guide you through the entire SMSF journey – from deciding whether an SMSF is right for you, through to setup, investment strategy, compliance and SMSF borrowing.
No call centres. No generic support. Just tailored SMSF advice from a Melbourne team who know you by name.
33 Years SMSF Accounting Experience | Local Melbourne Team
Our SMSF advisors and accountants work with:
Existing SMSF trustees seeking better advice or strategy
Professionals wanting more control over super investments
Business owners wanting to purchase their premises through an SMSF
Property investors exploring SMSF property investment
A local team who know your fund and cares about your outcomes.
SMSF Property Investment and Borrowing
Many SMSF trustees are interested in using their super to invest in property. Under the right circumstances, an SMSF may be able to borrow to purchase property using a structure known as a Limited Recourse Borrowing Arrangement (LRBA).
Because we combine SMSF advice with finance expertise, we can guide clients through both the strategy and lending process.
- Assessing whether SMSF borrowing is appropriate
- Structuring SMSF property purchases
- Arranging SMSF lending
- Coordinating legal and compliance requirements
Our End to End Service
Work with the team that specialises in SMSF advice, strong compliance and helping you understand how your SMSF can support your long-term retirement strategy.
1. SMSF Advice
2. SMSF Set Up
Structuring and establishing the fund correctly.
3. Investment Strategy
Developing compliant strategies aligned with your goals.
4. SMSF Property and Borrowing
Advising on SMSF property purchases and lending.
5. Compliance and Administration
Financial statements, tax returns and audits.
6. Ongoing Strategic Advice
Regular reviews to ensure your SMSF continues to perform.
SMSF Strategy Advice
Running an SMSF is not just about compliance. Strategic advice can play a major role in improving long-term outcomes. We assist clients with strategies such as:
- SMSF property investment
- Business premises inside super
- Tax efficient retirement strategies
- Contribution planning
- Succession planning for SMSF trustees
“Many SMSF trustees initially focus on investments, but the structure and strategy behind the fund are equally important. Getting these foundations right can significantly improve long-term outcomes.
Sarah Davie – Associate Director and Licensed SMSF Accountant
Have a SMSF that's not performing?
Slow Turnarounds? Generic Advice? Unclear Communication? Compliance Blind Spots?
We fix all of that with a specialist approach that gets your fund performing and protected.
Why Choose Rogerson Kenny Business Accountants?
If you are looking for support through every stage of managing a Self Managed Super Fund – you are in the right place!
Unlike many firms, our team is licensed to provide a financial Statement of Advice for your superannuation plans.
This, paired with our real time fund reporting, means you can be assured your fund is accurate, compliant and on track to YOUR goals.
Ready to be the master of your super?
Reach out to our SMSF accountant today – let’s kickstart your journey to a financially secure future
SMSF Accountants
Managing a Self-Managed Super Fund (SMSF) can be complex, but with the right support, it can also be a powerful tool for securing your financial future. Whether you’re an individual, family or property investor, having expert guidance ensures you maximise the benefits of your SMSF while staying compliant with Australian regulations.
At Rogerson Kenny, we make SMSF management easier for you. Our specialised SMSF Accountants Melbourne work to take the stress out of compliance, giving you confidence that your fund is structured correctly and working towards your long-term financial goals.
With over 45 years of experience, we provide tailored advice and strategies to help you optimise tax benefits, grow your retirement savings, and protect your wealth—so you can focus on what matters most to you.
Self Managed Super Fund (SMSF) Accountants Melbourne
With the constantly changing landscape of superannuation laws and regulations, it’s essential to have a trusted advisor on your side. Our team of SMSF Accountants in Melbourne is here to help you make informed decisions about your superannuation and ensure you remain compliant with all relevant laws.
As experienced Self Managed Super Fund Accountants, we offer specialised advice and services that ensure your SMSF is structured and managed efficiently.
Whether you’re a property investor looking to invest through your SMSF or someone managing your retirement savings, our SMSF Accounting Firms provide a range of tailored solutions that suit your individual circumstances. We guide you through the setup, management, and reporting requirements of your SMSF, allowing you to maximise the potential of your retirement savings.
Understanding SMSF
A Self-Managed Super Fund (SMSF) is a retirement savings fund that you manage yourself, giving you full control over how your superannuation is invested. Unlike traditional super funds, SMSFs are unique in that they allow you to make decisions about investments, structure, and strategy based on your financial goals.
Managing an SMSF requires a thorough understanding of tax laws, compliance requirements, and investment strategies. As SMSF Accountants, we help you navigate the complexities of SMSFs, ensuring that you adhere to the regulations set by the Australian Tax Office (ATO) while making the most of your investment opportunities. Whether you’re investing in property, shares, or other assets, we ensure your SMSF is optimised for the best possible financial outcomes.
How We Can Help?
At Rogerson Kenny, our team of Self Managed Super Fund Accountants provides a full range of services to assist you in managing your SMSF effectively. Here’s how we can help:
- SMSF Setup and Structure: We assist you in establishing your SMSF, advising you on the appropriate structure and ensuring it complies with all legal requirements.
- Investment Strategy Advice: We help you develop a tailored investment strategy that aligns with your retirement goals and risk tolerance, ensuring your SMSF investments work for you.
- Compliance and Reporting: We ensure your SMSF meets all compliance requirements, including annual financial statements, audits, and tax returns, so you can focus on achieving your financial goals.
- Tax Efficiency: Our SMSF Accountants Melbourne offer expert tax advice, helping you optimise your fund’s tax position and minimise liabilities while ensuring compliance with ATO regulations.
- Ongoing Support: We provide ongoing support and advice, keeping you informed about changes in superannuation laws and regulations and ensuring your SMSF continues to meet your evolving needs.
With our expertise and personalised service, we aim to make managing your SMSF as simple and straightforward as possible, providing you with peace of mind and a clear pathway to your retirement goals.
Learn More
Are you ready to take control of your retirement savings with a Self-Managed Super Fund? At Rogerson Kenny, our team of SMSF Accountants is here to guide you every step of the way. Whether you’re just starting with your SMSF or looking for expert advice on improving your fund’s performance, we have the knowledge and experience to help.
Learn more about our SMSF Accounting Firms and how we can help you maximise the potential of your SMSF. Contact us today to schedule a consultation with one of our Self Managed Super Fund Accountants and take the first step towards a secure financial future.
FAQs
What is a Self-Managed Super Fund (SMSF), and how does it work?
A Self-Managed Super Fund (SMSF) is a retirement savings fund that you manage yourself, giving you full control over your investments. It must adhere to specific legal and regulatory requirements, and you are responsible for ensuring the fund complies with the Australian Taxation Office (ATO) rules.
How can SMSF Accountants Melbourne help me manage my fund?
Our SMSF Accountants Melbourne offer expert advice and services to help you establish, manage, and optimise your SMSF. We ensure your fund complies with ATO regulations, help you with investment strategy, tax efficiency, and reporting, and provide ongoing advice to maximise your retirement savings.
What services do SMSF Accounting Firms provide?
SMSF Accounting Firms provide a range of services, including SMSF setup and structuring, investment strategy advice, compliance and reporting, tax advice, and ongoing support. We help you manage all aspects of your SMSF to ensure it is working towards your retirement goals.
Can you assist with property investments through an SMSF?
Yes, as Self Managed Super Fund Accountants, we offer advice and guidance on investing in property through your SMSF. We help you understand the regulations around property investment, ensure compliance, and create a strategy that aligns with your long-term goals.
How do I know if an SMSF is the right choice for me?
An SMSF offers more control over your retirement savings but also comes with more responsibility. We can help you assess whether an SMSF is the right option for your needs, considering factors such as your investment goals, risk tolerance, and the time you can dedicate to managing your fund.
Start Your SMSF Journey Today
Simply submit your details and our team will be in touch soon. Alternatively contact Sarah Davie, Associate Director and SMSF Advisor now:
M. 0419 625 942
D. 03 8847 2538
E. sarah.davie@rogersonkenny.com.au
Rogerson Kenny Financial Services Pty Ltd, ABN 66 605 330 434 is a Corporate Authorised Representative Number 001009210 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
www.meritwealth.com.au | Privacy Statement | FSG | Complaints Process