Self-Managed Superannuation Funds
As the Government encourages Australians to take responsibility for and reach their financial retirement goals, superannuation will be one of the most important and long-term investments many Australians will ever make. Self-managed Superannuation Funds (SMSFs) give Australians the ability to control their investments, minimise tax and meet their financial retirement goals.
The regulations around SMSFs are constantly changing, especially around tax structures, and so the right guidance and advice is essential. We can work with you to determine if a SMSF is appropriate for your needs. We assist with management services with cloud-based accounting and real time data. We provide compliance services – accounts preparation, income tax lodgements, member reporting and well as specialist superannuation advice relevant to you – and coordinate the audit with a third party.
We can assist with an appropriate recommendation to setup a SMSF, with an initial consultation, followed by a personalised Statement of Advice (SOA) prior to the SMSF being setup. We will then assist with providing you with the right advice in relation to rolling over funds into your SMSF, ongoing compliance and assistance with the SMSF documentation required.
Michelle Leung is a Chartered Accountant and has been providing accounting and taxation services for almost 10 years. Michelle commenced her career with 
Caitlin is a Chartered Accountant and has been providing accounting and taxation services for over 10 years. She is one of several team members who have been with Shorrock Partners since its formation in 2009 and has played a key role in growing it since then. Caitlin’s career began with mid-tier firm Horwath later merging to become part of Deloitte’s private client team and she continued to assist many of the same clients throughout.
Will is a Chartered Accountant and has been providing accounting and taxation services for over 10 years. Will’s career included time at mid-tier firm Horwath and as part of Deloitte’s private client team. 
Rohit is a Chartered Accountant and has been providing accounting and taxation services for over 20 years. He has continued to assist many of the same clients for almost 15 years.