Tax Accountant

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 give Australian’s the ability to control their investments, and minimise tax.

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 superannuation advice relevant to you – and also coordinate the audit with a third party.

Shorrock Partners Pty Ltd is an authorised representative (001253953) of our AFSL Licensee SP Super Advisory Pty Ltd (AFSL 488126).

Details of our Continuing Professional Development (CPD) Policy can be found here.

Services Include:

  • Setting up or winding up a SMSF
  • Administration Services
  • Compliance (accounts preparation, income tax lodgements, member reporting)
  • Pension Planning
  • Superannuation advice and strategies on areas such as contributions, borrowing arrangements, transition to retirement pensions and more