Take control of your retirement with expert SMSF setup, management, and compliance support.
Managing your own superannuation through a Self-Managed Super Fund gives you greater control, flexibility, and investment choice but it also comes with strict compliance responsibilities. Our SMSF specialists in Melbourne guide you through every stage of the process, ensuring your fund is structured correctly and stays fully compliant with ATO regulations.
We help you establish your fund correctly from day one. Our team handles trust deed preparation, ATO registration, compliance structuring, and the setup of a dedicated SMSF bank account ensuring everything meets legal requirements and your long-term investment goals, with ongoing guidance and local Melbourne support.
From managing contributions and pensions to preparing financial statements, our team handles the day-to-day administrative responsibilities of your SMSF. We ensure your fund remains compliant and operates smoothly while you stay focused on growing your retirement savings with complete peace of mind and clarity.
SMSFs are subject to strict ATO rules. We manage all required annual returns, audits, and tax lodgements on your behalf. Our proactive compliance approach reduces risk and ensures you avoid penalties, with clear guidance every step of the way through expert regulatory navigation.
Stay informed with tailored SMSF reporting. We provide detailed statements covering performance, valuations, income, and expenses—giving you the insight to manage your investments with clarity and confidence, helping you track performance and adapt strategies over time effectively.
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.
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.
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.
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.
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.
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
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?
TASC provides a one-stop solution for all your needs. Our associates, Wise Financial Advisors are able to provide comprehensive financial planning services.
