Self-Managed Super Funds
Take control of your retirement with tailored SMSF accounting, compliance, and strategy.
Managing Your Super with Confidence
A Self-Managed Super Fund (SMSF) gives you total control over your investment choices and retirement strategy. But with great control comes great responsibility. At TASC, our SMSF accountants in Melbourne help you navigate complex superannuation laws, maintain full ATO compliance, and make tax-efficient decisions for your future.
HOW WE WORK
SMSF Setup and Establishment
Setting up an SMSF requires careful structuring. We help establish your fund with the right trust deed, corporate trustee setup, ATO registrations, and rollovers from existing super funds. We ensure your fund starts on a solid, legally compliant foundation.
Annual Accounting and Tax Returns
Every SMSF must prepare annual financial statements and lodge an annual return with the ATO. We manage your fund’s accounting, track member balances, calculate tax liabilities, and ensure all reporting obligations are met accurately and on time.
SMSF Audit Preparation
All SMSFs are required by law to be audited annually by an independent auditor. We prepare all audit-ready documentation, financial reports, and compliance files, coordinating with trusted auditors to ensure a smooth, stress-free audit process.
Investment and Strategy Guidance
Whether investing in residential or commercial property, shares, term deposits, or alternative assets, we help you understand the tax implications and ensure your investments comply with the sole purpose test and your fund's investment strategy.
Pension & Retirement Planning
When you’re ready to retire, we guide you through transitioning to pension phase. From minimum drawdowns to tax considerations, we help you structure your income stream efficiently while preserving capital and remaining compliant with SMSF regulations and retirement legislation in Australia.
Why Choose US
SMSF Specialists
Our team is experienced in all areas of SMSF setup, compliance, and strategy. We simplify the complexity and keep your fund running smoothly with expert support and personalised service tailored to your needs.
Full-Service Support
From setup to annual returns, we handle it all—removing the administrative burden while helping you focus on your fund’s performance and long-term retirement goals with seamless, end-to-end SMSF management solutions.
ATO Compliance Focus
Avoid costly mistakes with proactive compliance and audit-ready records. We ensure your SMSF always aligns with changing super laws and regulatory updates, giving you lasting confidence in your fund’s legal position.
Tailored Investment Guidance
Every SMSF is different. We help align your fund with your goals, offering insights on structure, contributions, and withdrawals based on your financial stage, current market conditions, and risk appetite.
Local Experts in Melbourne
With offices in Lilydale, Dandenong, and the CBD, we’re your trusted SMSF advisors in Melbourne—offering personal, face-to-face support when you need it most, backed by proven regional experience.
SIMPLE & COMPLEX TAX SOLUTIONS
BOOKKEEPING & PAYROLL
SELF MANAGED SUPER FUNDS
STARTING A NEW BUSINESS
PROPERTY INVESTMENT
FAMILY BUSINESS SOLUTIONS
BUYING OR SELLING A BUSINESS
SMALL TO MEDIUM BUSINESS ADVISORY
FREQUENTLY ASKED QUESTIONS
What is an SMSF?
Can anyone set up an SMSF?
How much does it cost to manage an SMSF?
Is an SMSF audited every year?
Can I get SMSF advice in person in Melbourne?