I’d Like A New SMSF Accountant.
Our SMSF accountants prioritise your needs and goals. Delivering a high touch personalised service and real time reporting, so you always know how your SMSF is performing.
Is your current SMSF strategy aligned with your unique needs? Your SMSF Accountant should be offering more than just compliance.
Why Rogerson Kenny as your SMSF Accountant?
Rogerson Kenny Business Accountants are licensed to provide SMSF advice.
This covers strategic financial advice relating to your SMSF, tailored to your circumstances.
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I'm A Business Owner With A SMSF
As Business Accounting and SMSF specialists Rogerson Kenny Business Accountants are uniquely placed to deal with your specific needs as business owner with an SMSF.
Get Real Time SMSF Reporting With Rogerson Kenny Business Accountants
Ensure your SMSF operations are compliant, performing and unique to you.
Unlock the potential of your superannuation and ensure it is in the best position to achieve the retirement lifestyle you desire.
SMSF Tax Advice | SMSF Administration | SMSF Accounting | Real Time Reporting
Don’t wait any longer, get your free quote now and let’s begin this exciting journey together.
The Rogerson Kenny Difference
At Rogerson Kenny Business Accountants you will work directly with our Associate Director, Sarah Davie. Sarah understands that SMSF Trustees want to be empowered and enjoys working with them to take control of their retirement savings through properly executed SMSF advice and implementation of that advice. Learn more…
Melbourne’s Top SMSF Accountants for Retirement Security
Our experienced SMSF accountants are well-versed in self managed superannuation fund compliance and administration. With a dedicated SMSF accounting team, Rogerson Kenny Business Accountants provide tailored advice to help you make informed decisions about your retirement savings, giving you the confidence that your financial future is in capable hands.
Melbourne’s Top SMSF Accountants for Retirement Security
Experience the difference our skilled business advisors and business accountants bring to your financial journey with a diverse range of expertise and dedication to your success.
Mark Rogerson
Managing Director
Sarah Davie
Associate Director – SMSF
Adam Roth
Manager and SMSF Specialist
Work with Melbourne's leading specialists in Self Managed Super Funds
With expertise in SMSF tax advice, SMSF administration and SMSF accounting for Self Managed Super Funds, we provide a streamlined, secure, and efficient service by leveraging the latest cloud technology, ensuring your SMSF operations are timely, compliant and efficient.
FAQs
Can I change SMSF accountants partway through the financial year?
Yes. You can change at any time; the new accountant simply picks up the records to date. Many trustees switch after one year’s return is lodged, but there’s no penalty for moving mid-year.
What documents will a new SMSF accountant need?
Usually the trust deed, prior financial statements and tax returns, the last audit report, bank and investment statements, the investment strategy and member details. We request most of this directly from your previous accountant, so you’ll usually only need to sign an authority.
How long does it take to switch SMSF accountants?
From signing to having your records in hand, depending on how quickly the previous accountant responds. Your fund keeps operating as normal throughout.
Why choose a specialist firm over a low-cost online SMSF service?
Low-cost online services are built for volume: they process the paperwork, but they rarely know your fund or look ahead for you. Rogerson Kenny is a premium, hands-on service. You have a named SMSF specialist who knows your fund, answers the phone, and raises issues and opportunities before they become problems. No call centres, no ticket queues. For funds holding property, approaching pension phase or tied to a family business, that difference matters.