Are you ready to take control of your financial future? Look no further than a self-managed superannuation fund (SMSF). With an SMSF, you have the power to make investment decisions that align with your financial goals. And what’s even better is that you can do it all from the comfort of your own home in Melbourne or anywhere else in the world. That’s right, the wonders of technology allow you to manage your SMSF online, giving you the freedom and flexibility to make the most of your retirement savings.

As SMSF Accountants we can assist you with your annual tax compliance matters with the ATO, including arranging an independent Audit for compliance and assist you in meeting your tax obligations

Expert Support for Your Self-Managed Super Fund

Running an SMSF can offer you control, flexibility, and significant tax advantages, but it also requires meeting compliance responsibilities as a Trustee. At Gartly Advisory, we make managing your SMSF stress-free with end-to-end administration and taxation services, tailored for small business owners and investors.

What We can Offer:

Ongoing SMSF Administration

Our team and backend computer SMSF package can handle the paperwork allowing you to focus on growing your wealth:

Our SMSF accounting package includes:

• Annual financial statements

• Member contribution tracking

• Investment record-keeping

• Pension commencement and management

SMSF Taxation & Compliance

As registered tax agents and small business specialists, we ensure your SMSF meets ATO obligations, including:

• Annual tax return (SMSF Annual Return)

• Independent audit coordination – to meet your annual SMSF audit requirements with a minimum of fuss and cost

• Actuarial certificate management (if required)

• Lodgement reminders and compliance advice

Small Business & SMSF Integration

Need to buy your business premises through your SMSF? Want to integrate SMSF strategies into your broader business planning? We specialise in bridging the gap between your business and your super strategy by working with our Trusted Licensed Financial Planning partners or yours to create and document strategies that deliver wealth results

Embrace the power of an SMSF and start building a brighter retirement today.

Geoff is recognised as an SMSF specialist in the Accounting profession and understands how an SMSF can help your small business. We look after many clients SMSF and are happy to provide you advice if needed in this area and help you meet you track and support you in your wealth journey

You take control and invest in a range of investment opportunities such as:

• Cash and Bank term deposits
• Listed shares and equities,
• Unit trusts/managed funds and Property

Small Businesses can also purchase their Business Real Property within the SMSF, which can be rented from the SMSF to your business. We can advise you to determine if this is the appropriate strategy for your Fund and to ensure any structure and borrowing meets the ATO rules.

And with the help of our professional SMSF Advisors’ team in Melbourne, you can ensure that your SMSF investment strategy is aligned with your financial goals and meets all legal requirements.