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 SMSF advisory team that can guide you through the entire SMSF journey. Whether your SMSF needs a review, a new accountant or a clearer strategy, we start with where it is today.
No call centres. No generic support. Just tailored SMSF advice from a Melbourne team who know you by name.
33 Years SMSF Accounting Experience
A local team who knows your fund and cares about your outcomes
I have a SMSF and want a review
I’d like a new SMSF accountant
I’d like to buy property with my SMSF
I’d like to set up a SMSF
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.
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
SMSF Property Investment and Borrowing
Learn more…
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 specialise in self-managed superannuation funds.
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
FAQs
Who are Rogerson Kenny's SMSF accountants?
Rogerson Kenny is a Melbourne accounting firm with 50 years in business and 33 years specialising in self-managed super funds. Our SMSF team looks after more than 350 funds every year and is led by Sarah Davie, Associate Director and Licensed SMSF Accountant. We’re based in Mulgrave and work with trustees across Melbourne and Australia.
How do I change my SMSF accountant?
Changing SMSF accountants is simpler than most trustees expect, you appoint us and we handle the handover with your current accountant.
In most cases it works like this: You don’t need to have the conversation with your old accountant yourself.
Can you review my SMSF if I'm not sure it's up to date?
Yes. An SMSF review looks at your fund’s compliance, investment strategy, records and upcoming obligations. You get a clear picture of what’s in order and what needs attention. There’s no obligation to move your fund to us.
How often should I review my SMSF investment strategy?
Trustees must review their SMSF investment strategy regularly, at least once a year, and whenever the fund’s circumstances change. Common triggers are buying or selling property, starting a pension, adding or removing a member, or a big change in balance. We check your strategy as part of each year’s work and flag when it needs updating.
Can my SMSF borrow to buy property?
Yes, through a limited recourse borrowing arrangement (LRBA). The property is held in a separate bare trust until the loan is repaid, and the lender’s claim is limited to that property. Because Rogerson Kenny has an in-house finance team, we can handle the SMSF strategy and arrange the lending together, instead of you coordinating two firms.
Is an SMSF right for me?
An SMSF suits people who want more control over their super and are willing to take on the trustee responsibilities that come with it. It usually makes most sense with a larger combined balance, or where you want to hold assets such as direct property or your business premises. We’ll talk it through honestly, including when an SMSF isn’t the right fit.
We review where the fund stands and take over from there.
We request your fund’s records from your previous accountant.
You sign our engagement letter and an authority for us to act.
We have a short conversation about your fund and what you need.