SMSF tax advice and setup, handled.
SMSF tax advice and setup, handled.
A Self-Managed Super Fund can give you more control over your retirement but only if it is set up properly, taxed correctly, and kept compliant. We help Melbourne SMSF trustees handle the structure, tax returns, ATO obligations, and annual administration so your fund does not become a second job.
A Self-Managed Super Fund can give you more control over your retirement but only if it is set up properly, taxed correctly, and kept compliant. We help Melbourne SMSF trustees handle the structure, tax returns, ATO obligations, and annual administration so your fund does not become a second job.
SMSF Tax Advice
SMSF ongoing tax advice
SMSF advice with the kind of detail trustees need.
SMSF advice with the kind of detail trustees need.
An SMSF is not just another tax return. It is your retirement structure, your compliance responsibility, and one of the biggest financial vehicles you may ever control. Our values guide how we protect it.
SMSF COMPLIANCE
SMSF compliance leaves very little room for sloppy work. We work through contributions, pensions, member balances, statements, tax and audit requirements carefully so the detail is handled before it becomes a problem.
SMSF COMPLIANCE
SMSF compliance leaves very little room for sloppy work. We work through contributions, pensions, member balances, statements, tax and audit requirements carefully so the detail is handled before it becomes a problem.
DEADLINE MANAGEMENT
Trustees need SMSF accountants who stay on top of deadlines. We manage the annual administration cycle, prepare the right documents, and keep your fund moving without last-minute panic.
DEADLINE MANAGEMENT
Trustees need SMSF accountants who stay on top of deadlines. We manage the annual administration cycle, prepare the right documents, and keep your fund moving without last-minute panic.
KEY TAX ADVICE
You should not need to decode ATO language to understand your own retirement fund. We explain your SMSF tax position, setup requirements and trustee obligations in plain English.
KEY TAX ADVICE
You should not need to decode ATO language to understand your own retirement fund. We explain your SMSF tax position, setup requirements and trustee obligations in plain English.
SIMPLE PROCESS
SMSF setup and tax administration can feel like a maze. We give you a clear process, the right paperwork, and a team that knows what needs to happen next.
SIMPLE PROCESS
SMSF setup and tax administration can feel like a maze. We give you a clear process, the right paperwork, and a team that knows what needs to happen next.
CLEAR TAX GUIDANCE
No vague advice. No mystery fees. No hiding behind jargon. We tell you what your fund needs, what we are doing, and where the tax and compliance risks sit.
CLEAR TAX GUIDANCE
No vague advice. No mystery fees. No hiding behind jargon. We tell you what your fund needs, what we are doing, and where the tax and compliance risks sit.
SMSF Tax Advice
SMSF ongoing tax advice
SMSF advice with the kind of detail trustees need.
An SMSF is not just another tax return. It is your retirement structure, your compliance responsibility, and one of the biggest financial vehicles you may ever control. Our values guide how we protect it.
SMSF COMPLIANCE
SMSF compliance leaves very little room for sloppy work. We work through contributions, pensions, member balances, statements, tax and audit requirements carefully so the detail is handled before it becomes a problem.
DEADLINE MANAGEMENT
Trustees need SMSF accountants who stay on top of deadlines. We manage the annual administration cycle, prepare the right documents, and keep your fund moving without last-minute panic.
KEY TAX ADVICE
You should not need to decode ATO language to understand your own retirement fund. We explain your SMSF tax position, setup requirements and trustee obligations in plain English.
SIMPLE PROCESS
SMSF setup and tax administration can feel like a maze. We give you a clear process, the right paperwork, and a team that knows what needs to happen next.
CLEAR TAX GUIDANCE
No vague advice. No mystery fees. No hiding behind jargon. We tell you what your fund needs, what we are doing, and where the tax and compliance risks sit.
SMSF Services
SMSF setup, tax advice and compliance support under one roof.
From establishing your fund to preparing annual tax returns and audit-ready records, we help trustees keep their SMSF compliant, structured and moving in the right direction.
SMSF Setup
Starting an SMSF? We help with the setup process after advice from a licensed financial adviser, including the entity structure, registrations, trustee requirements and paperwork needed to begin correctly.
SMSF Financial Statements
We prepare the annual financial statements your fund needs, including balance sheets, operating statements, member statements, trustee minutes and the supporting records required for audit.
Business Solutions
We prepare the annual financial statements your fund needs, including balance sheets, operating statements, member statements, trustee minutes and the supporting records required for audit.
ATO Compliance
SMSF trustees face strict ATO rules. We help you stay across lodgement deadlines, fund records, contribution rules, pension requirements and the documentation that keeps your SMSF compliant.
SMSF Tax Returns
SMSF tax returns are not standard individual returns. We prepare and lodge your annual SMSF return, help identify taxable income, deductions and liabilities, and keep the process clean from start to finish.
Audit Coordination
Every SMSF needs an independent annual audit. We prepare the records, package the information and coordinate with trusted third-party auditors so the audit process is smoother and faster.
Ongoing SMSF Tax Advice
A good SMSF accountant should help before tax time, not just after it. We provide ongoing guidance around tax planning, record keeping, contribution timing and compliance risks throughout the year.
SMSF Services
SMSF setup, tax advice and compliance support under one roof.
From establishing your fund to preparing annual tax returns and audit-ready records, we help trustees keep their SMSF compliant, structured and moving in the right direction.
SMSF Setup
Starting an SMSF? We help with the setup process after advice from a licensed financial adviser, including the entity structure, registrations, trustee requirements and paperwork needed to begin correctly.
SMSF Financial Statements
We prepare the annual financial statements your fund needs, including balance sheets, operating statements, member statements, trustee minutes and the supporting records required for audit.
ATO Compliance
SMSF trustees face strict ATO rules. We help you stay across lodgement deadlines, fund records, contribution rules, pension requirements and the documentation that keeps your SMSF compliant.
SMSF Tax Returns
SMSF tax returns are not standard individual returns. We prepare and lodge your annual SMSF return, help identify taxable income, deductions and liabilities, and keep the process clean from start to finish.
Audit Coordination
Every SMSF needs an independent annual audit. We prepare the records, package the information and coordinate with trusted third-party auditors so the audit process is smoother and faster.
Ongoing SMSF Tax Advice
A good SMSF accountant should help before tax time, not just after it. We provide ongoing guidance around tax planning, record keeping, contribution timing and compliance risks throughout the year.
The Real Problem
SMSF control is powerful. SMSF mistakes are expensive.
The ATO does not care that the rules are complex. If your setup, tax return, audit trail or trustee paperwork is wrong, the consequences sit with you. We help make sure that does not happen.
The Real Problem
SMSF control is powerful. SMSF mistakes are expensive.
The ATO does not care that the rules are complex. If your setup, tax return, audit trail or trustee paperwork is wrong, the consequences sit with you. We help make sure that does not happen.
Without Elephant
Setting up the wrong structure from day one
Missing ATO deadlines and trustee obligations
Paying more SMSF tax than you need to
Scrambling for documents before audit time
Guessing your way through super rules
With Elephant Advisory
SMSF setup handled with the right sequence
Tax returns, statements and compliance managed
Clear advice to reduce avoidable tax leakage
Audit-ready records prepared throughout the year
Plain-English guidance from SMSF accountants
“Most SMSF trustees do not need more complexity. They need someone to tell them what matters, what is due, what the tax impact is, and what to do next. That is exactly the job we take off your plate.”
“Most SMSF trustees do not need more complexity. They need someone to tell them what matters, what is due, what the tax impact is, and what to do next. That is exactly the job we take off your plate.”
“Most SMSF trustees do not need more complexity. They need someone to tell them what matters, what is due, what the tax impact is, and what to do next. That is exactly the job we take off your plate.”
Our Team
Your SMSF accounting crew.
SMSF rules are not designed to be fun. They are designed to be followed. Our accounting team helps you set up the right structure, keep the fund compliant, prepare the tax work and understand the decisions sitting in front of you.
SMSF FAQ
SMSF setup and tax questions, answered plainly.
No scare tactics. No accountant-speak. Just the key things trustees usually want to know before they move forward.
SMSF FAQ
SMSF setup and tax questions, answered plainly.
No scare tactics. No accountant-speak. Just the key things trustees usually want to know before they move forward.
Can you help me set up an SMSF?
What are the main benefits of an SMSF?
How much does an SMSF tax return cost?
What is the tax rate on SMSF contributions?
How often does my SMSF need to be audited?
What documents do I need to keep as an SMSF trustee?
Can you help me set up an SMSF?
What are the main benefits of an SMSF?
How much does an SMSF tax return cost?
What is the tax rate on SMSF contributions?
How often does my SMSF need to be audited?
What documents do I need to keep as an SMSF trustee?
Can you help me set up an SMSF?
What are the main benefits of an SMSF?
How much does an SMSF tax return cost?
What is the tax rate on SMSF contributions?
How often does my SMSF need to be audited?
What documents do I need to keep as an SMSF trustee?
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.