SMSF SERVICES

Melbourne Self-Managed Superannuation Fund Specialists

SMSF Specialists

How can we help?

Our team of experts is dedicated to providing high-quality, tailored solutions to help clients manage their SMSF with ease. Our goal is to ensure compliance, effortless administration, and peace of mind for each of our clients.

We understand that managing an SMSF can be complex, which is why we utilize Class Super, a cloud-based SMSF administration solution. Our team takes care of the administrative details, including handling the relationship with your SMSF auditor, to ensure that all necessary reporting and paperwork are completed on time. This way, our clients can relax knowing that their SMSF is in good hands.

Whether you are starting an SMSF, transferring an existing fund, or simply ensuring compliance, we have the expertise and resources to help you reach your financial goals. Our commitment to compliance, effortless administration, and tailored solutions is unmatched, and our team of experts is always available to answer your questions and provide the support you need.

Services

Financial Reporting

Requirements & Obligations

Our team stays up-to-date on the latest financial reporting requirements and obligations, and we ensure that each of our clients' SMSFs are in compliance with all necessary regulations. We provide comprehensive financial reporting services to help our clients stay informed and make informed decisions about their SMSF.

Market Value Updates

of Investments

The value of investments can change quickly, which is why it's essential to have up-to-date information about the market value of investments held within an SMSF.

Monitoring Contributions

& Transfers Into A Fund

Monitoring contributions and transfers into an SMSF is critical to ensuring compliance and maintaining the health of the fund. Our team keeps a close eye on contributions and transfers, and we provide timely reporting to our clients to help them stay informed. Whether you are making contributions or transfers into an SMSF, we have the expertise to help ensure that everything is handled correctly and efficiently.

Deed Upgrades

The Trust Deed for a self managed superannuation fund (SMSF) is a Fund's most important document, as it stipulates all the rules which govern the operation your fund. Our team stays up-to-date on the latest regulations, and we offer deed upgrades to help ensure that each client's SMSF is in compliance. We provide expert guidance and support throughout the process to help our clients navigate any changes to superannuation laws with ease.

Compliance & Administration

At The Field Group, we utilize Class Super, a cloud-based SMSF administration solution, to ensure that each client's SMSF is in compliance and all necessary reporting and paperwork are completed on time. Our team handles the administrative details, including the relationship with your SMSF auditor, to ensure that everything is taken care of and our clients can relax knowing that their SMSF is in good hands.

Our SMSF Specialists

Read More

Debbie Martin

Senior Manager

Accredited SMSF Specialist Advisor®
FCPA
Xero Certified Advisor

Read More

Mollie Smith

Accountant

Accredited SMSF Specialist Advisor®

Testimonials

FAQs

How do we price?

All our work is quoted upfront. No surprises.

Will you call me back?

We love other accountants who don’t call their clients back. Service is what sets us apart. We’ve grown our business off accountants that don’t respond to their clients calls for help.

How long do you take to get work done?

We don’t miss deadlines. We plan to ensure all our clients' returns are lodged well before ATO due dates.

Will I get a new accountant every year?

We know it’s a pain having to explain your situation to a new accountant each year. We aim to give all clients two points of contact to ensure you can always speak to an accountant familiar with your circumstances.

Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700
Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700  - Call us during business hours on (03) 9727 6700 - Call us during business hours on (03) 9727 6700

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