SMSF Tax & Accounting Services
Take control of your super with confidence.
Professional SMSF setup, compliance, and tax strategies to grow your retirement wealth.
Take control of your retirement with our SMSF tax and accounting services in Dandenong. At the TAXATION, we assist with SMSF setup, compliance, tax returns, and ongoing management to ensure your fund meets all ATO requirements. Our expert guidance helps you make informed investment decisions, minimise risk, and maximise your long-term retirement wealth
Our Clients
Who Our Services Are Designed For
Whether you receive a paycheck or manage a complex portfolio, our specialists tailor every return to your situation.
Establishment & Setup
Individuals looking to create and structure a new Self-Managed Super Fund
Compliance & Administration
Trustees requiring ongoing accounting, tax, and regulatory compliance support
Investment-Focused SMSFs
Funds actively investing in property, shares, or diversified assets
Pension & Retirement Phase
SMSFs transitioning to or managing retirement income streams
Be Prepared
SMSF Tax Accounting Checklist
Bring the right documents and we’ll do the rest. This curated checklist ensures nothing is missed and every dollar is claimed.
Fund Setup
- Trust deed, SMSF registration documents, and trustee details
Member Information
- Member details, TFNs, and contribution records
Bank & Financial Records
- SMSF bank statements and transaction history
Investment Records
- Details of shares, property, managed funds, and other assets
Income Documentation
- Dividend statements, rental income, and interest income
Expense Records
- Fund-related expenses (audit fees, accounting fees, insurance, etc.)
Super Contributions
- Employer and personal contributions, including caps tracking
Pension Details
- Pension commencement documents and payment records (if applicable)
Loan Documents
- LRBA or related-party loan agreements (if applicable)
Prior Year Documents
- Previous financial statements and tax returns
Compliance
- Minutes, trustee resolutions, and records required under Australian Taxation Office (ATO) regulations
Why Choose Us
