SMSF

SMSF

Make the most of your super, we can help you make the most of your retirement savings so you can enjoy the lifestyle you want. Our SMSF team can help you build your investment strategy and portfolio. Minimise fees, control your investment while striving for higher returns. 

Melbourne Accountant has a Self Managed Superannuation Fund (SMSF) Administration Unit. The partners are accredited SMSF advisers having completed the appropriate training requirements. We provide the following services:

  • Facilitating the process to set up a new fund
  • Processing transactions through the fund’s bank account/s
  • Preparation of annual financial statements
  • Preparation of annual member statements
  • Preparation of trustee minutes as required
  • Preparation and lodgement of the income tax and regulatory return
  • Liaising with the auditor to arrange the audit of the annual financial statements
  • Advice on transferring assets to your SMSF
  • Advice on borrowing to purchase assets
  • Advice and monitoring of contribution limits
  • Advice on tax advantages of starting a pension while still working
  • Preparation and lodgement of Business Activity Statements or Instalment Activity Statements as required
  • Arranging for pension payments to be made on a regular basis
  • Preparation and lodgement of annual PAYG Payment Summary Statement and PAYG Payment Summaries for funds with pensions
  • Facilitating actuarial certification where required
  • Registration for GST or PAYG with the Australian Taxation Office as required
  • Facilitating the process of winding up an existing fund
  • Assisting clients to develop and implement pre and post retirement planning strategies within their SMSF

WHAT DO OUR CLIENTS THINK OF US?

  • Grace Lai

    Highly recommended. Mert is personable and trustworthy, experienced with entrepreneurs.

    Grace Lai
    Medical Professional
  • J Louisa

    I’ve decided to make Nobel Thomas my regular accountant as I am now setting up a trust for my business. I would definitely recommend them to anyone looking for a quality inner city accountant.

    J Louisa
    Property Development
  • Valentine Gnanakone

    The team at Nobel Thomas offer consistent and timely advice for both my personal and business accounting needs. Could not recommend them more highly!

    Valentine Gnanakone
    Construction
  • Cassandra Harrison

    I have been with Mert and the team at Nobel Thomas for a few years now and have never been anything less than impressed with their prompt and high quality service and professionalism.

    Cassandra Harrison
    Medical Professional
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