SMSF ACCOUNTANTS MELBOURNE

SMSF Accountants here to help you.

Are you ready to take control of your financial future? A Self-Managed Superannuation Fund (SMSF) gives you the ability to make investment decisions that align with your long-term goals, while taking advantage of powerful tax concessions.

With today’s technology, your SMSF can be managed online from Melbourne, or anywhere in the world. As experienced SMSF taxation accountants Gartly Advisory provides your professional, helpful SMSF advice and services. From structure, compliance, and ongoing support so you can focus on growing your retirement wealth with confidence.

SMSF Fund Management Melbourne

Work with expert SMSF Accountants in Ormond, Melbourne.

Thinking about purchasing your business premises through your SMSF? Want to integrate your super strategy with your broader business and tax planning?

Whether you are establishing an SMSF, changing accountants, or seeking better compliance support, Gartly Advisory offers practical advice backed by deep experience. We specialize in SMSF accounting and taxation for small business owners in Melbourne,. We work closely with trusted licensed financial planners (or your existing adviser) to design, implement, and document compliant strategies that deliver long-term wealth outcomes.

Embrace the power of an SMSF and start building a brighter retirement today with trusted SMSF taxation and administration accountants in Ormond, Melbourne.

SMSF Accountants and Advisory

Our services are conducted in a timely and accurate manner.  We understand the Tax system and can help you with meeting your tax obligations in all areas of taxation

Running an SMSF offers flexibility and control, but it also comes with strict compliance responsibilities. As Trustees, you need to meet annual reporting, taxation, and audit requirements with the ATO. We assist many clients meet their obligations for their SMSF . This can be from ATO lodgement to pensions we do the lot!

At Gartly Advisory, we specialise in SMSF administration by accountants in Melbourne, supporting small business owners, investors, and professionals. Our practical, end-to-end solutions arte here to help SMSF Trustees. Our team of SMSF accountants in Ormond and Melbourne ensures your fund remains compliant, efficient, and tax-effective.

SMSF Services

Our streamlined systems and specialist SMSF software take the administrative burden off your shoulders. We handle the paperwork so you can concentrate on building wealth. As registered tax agents and trusted SMSF tax accountants Melbourne, we ensure your fund meets all ATO obligations accurately and on time. Our SMSF taxation and administration services include:

  • Annual SMSF financial statements
  • Member contribution tracking
  • Investment and asset record-keeping
  • Pension commencement and ongoing pension management
  • SMSF Taxation & Compliance Services
  • Preparation and lodgment of the SMSF Annual Return
  • Independent SMSF audit coordination with minimal fuss and cost
  • Actuarial certificate management (where required)
  • Lodgment reminders, compliance guidance, and ongoing support
  • Small Business & SMSF Integration Specialists

Once your new SMSF is established

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.

Making sure you remain compliant:

At Gartly & Advisory, we can complete all the yearly accounting needs, including auditing outsourcing and the lodgement of your annual Fund’s Taxation Return for you. This is necessary to comply with superannuation ATO law. Geoff Gartly, a Chartered Accountant, has extensive SMSF knowledge and can assist you in using your SMSF correctly.

With new laws for SMSF, Trustees face hefty penalties from the ATO if SMSF breaches are made, so getting it right is paramount.

Your retirement requires strategy and is an exciting milestone in your life. Our team can assist you in understanding when to take a lump sum, transition to a retirement strategy or a pension within your Fund. In doing so, we can ensure that your Deed complies with the current pension rules and help with the necessary documentation required to implement the pension.

SMSF accounting and tax advice

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. Join Geoff for a complimentary introductory meeting, by scheduling an appointment below.

Geoff Gartly Accountant Melbourne

Join us for an introductory meeting

Limited Authorised Representative details
Geoff Gartly Financial Services Guide Limited Authorised Representative 1248227 of Merit Wealth Pty Ltd
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www.meritweath.com.au | Email: contact@meritwealth.com.au |  Tel: 1300 785 611

General Advice Warning
This information has been prepared without considering your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation or needs.

This information has been prepared without considering your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation or needs.

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Gartly & Advisory Pty Ltd (ASIC No 1248228)  ABN 31 124 737 917  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Geoff Gartly (ASIC No. 1248227) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

I have been a client for over 25 years now and have found Geoff and his team to be of the highest standards and always very helpful. I will as always recommend them to my business associates and friends. Keep up the good work

Michael Joy

Geoff Gartly is a pillar of the community. A true supporter of small businesses.
His advice is helpful and he really cares about people and doing the right thing.

David Staughton

Wonderful people who care about their clients.
I can’t recommend Geoff and the team enough.

Nerida Wines

They took my SMSF which had been messy from previous Accountants – cleaned up all issues and communicated well ! thanks Chris and the team at Gartly! Recommended

Timothy Figdor