Glen Waverley, VIC 3150 0407 717 224 info@taxexcellence.com.au
Registered Tax Agent Xero Certified Advisor

SMSF Services

Self Managed Super Fund Expertise

Managing an SMSF provides unparalleled control over your retirement portfolio, from commercial property investments to direct shares. However, strict SIS Act compliance requires expert accounting guidance.

SMSF Establishment

Trust deed creation, corporate trustee setup, TFN & ABN ATO registration, bank account establishment.

Annual Accounting & Tax

Preparation of financial statements, member records, capital gains, and annual SMSF tax returns.

Independent Audit Coordination

Liaising with ASIC registered independent auditors to certify complete compliance.

Pension & Concession Setup

Transition to Retirement (TTR) strategies, pension start minutes, and tax-free earnings phase management.

Speak With SMSF Specialist

Get expert guidance on setting up or streamlining your SMSF admin.

Call 0407 717 224