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Work with Melbourne's leading
specialist SMSF accountants
With expertise in SMSF tax advice, SMSF administration and SMSF accounting for Self Managed Super Funds.
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The Rogerson Kenny SMSF Accounting Difference
Personal relationships
Regular
touchpoints
Personalised reporting
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…
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A certified Australian accounting firm
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Reach out to our SMSF accountant today - let’s kickstart your journey to a financially secure future
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Self Managed Super Funds: Pros and Cons
Here are some of the key benefits that make SMSFs an attractive choice for many
Control and flexibility
As an SMSF member, you have greater control over your investment decisions. This means you can tailor your strategy based on your financial goals and risk appetite.
Investment choices
SMSFs offer a wide range of investment options that may not be available in other funds. These can include direct property, shares, and even collectibles.
Tax management
SMSFs provide opportunities for tax planning that can potentially lead to significant tax savings.
Consolidation
SMSFs allow up to six members, allowing pooling resources with family members, potentially reducing costs, and increasing investment opportunities.
Estate planning
SMSFs provide more flexibility in estate planning, allowing you to set specific conditions on how your benefits are paid after your death.
Transparency
With an SMSF, you can clearly view your super’s performance and the associated costs.
Cost-effectiveness
If appropriately managed, the costs of running an SMSF can be lower than other super options, especially for larger balances.
Insurance options
SMSFs let you hold different types of insurance policies for the fund’s members, potentially providing broader coverage levels.
What Can an SMSF Can Invest In . . .
Cash and Term Deposits
Managed Funds, Australian and International Shares or Commodities
Bonds and Crypto currencies
Property – including residential, vacant land, farm land, commercial property
Collectables
Gold or Silver Bullions
Why Gamble on Your Retirement?
Arm yourself with our SMSF advice and make decisions that count
Navigate your SMSF strategy like a pro with Rogerson Kenny, your go-to SMSF experts. Our professional advice is your secret weapon to a successful and compliant SMSF, whilst giving you the best opportunity of putting your SMSF wealth creation in the fast lane.
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