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SMSF Accountants Melbourne
Professional SMSF Accounting, Establishment and Annual Compliance Services Across Australia
SMSF Accountants Melbourne – Setup, Tax & Compliance
Managing a Self-Managed Super Fund (SMSF) comes with important accounting, taxation and reporting responsibilities. Whether you’re establishing a new fund or managing an existing SMSF, professional accounting support can help you meet your obligations and maintain accurate financial records.
At Rick & Mon Accountants, we provide SMSF setup, annual financial statements, SMSF tax return preparation, compliance administration and independent audit coordination for trustees across Melbourne and Australia.
With offices in Narre Warren and Truganina, our team works alongside SMSF trustees, licensed financial advisers and independent auditors to help manage the accounting and regulatory requirements of self-managed superannuation.
Have You Received Financial Advice?
The decision to establish an SMSF should be based on your personal financial circumstances, retirement objectives and investment strategy.
We do not provide financial product advice or recommend whether an SMSF is suitable for you.
However, once you have received advice from a licensed Financial Adviser and decided to proceed, we can take care of the establishment process and ensure your fund is correctly registered and compliant with Australian taxation and superannuation requirements.
Our SMSF Services
Our objective is to ensure your SMSF is established correctly and meets all legislative requirements from the outset.
SMSF Setup
Professional establishment of your Self-Managed Super Fund from day one.
SMSF Compliance
Keeping your fund compliant with annual legislative requirements.
SMSF Tax Returns
Accurate annual SMSF tax returns prepared and lodged on time.
Financial Statements
Clear annual financial statements prepared for trustees.
ATO Reporting
Meeting all reporting obligations with the Australian Taxation Office.
Independent Audit Coordination
Working directly with your approved SMSF auditor.
Trustee Support
Practical guidance to help trustees meet ongoing responsibilities.
Corporate Trustee Setup
Expert assistance establishing the right trustee structure.
EXISTING SMSF SUPPORT
Already Have an SMSF? We Can Help With Ongoing Accounting
Already managing a Self-Managed Super Fund? You don’t need to be establishing a new fund to benefit from specialist SMSF accounting support.
Rick & Mon Accountants assists existing SMSF trustees with annual financial statements, SMSF tax returns, member reporting, compliance administration and coordination with independent auditors.
If you’re considering changing SMSF accountants, our team can discuss your current reporting requirements, outstanding lodgements and the information needed for a smooth transition.
THE RICK & MON DIFFERENCE
From SMSF Complexity To Retirement Confidence
Helping Melbourne trustees simplify SMSF compliance with proactive accounting support.
Common SMSF Challenges
What You Can Expect
Unsure where to begin
Professionally established fund
Confusing trustee responsibilities
Ongoing compliance support
Annual compliance deadlines
Accurate annual reporting
ATO reporting obligations
Independent audit coordination
Managing independent audits
Practical trustee guidance
Keeping up with legislation
Confidence your SMSF stays compliant
Ready to Establish Your Self-Managed Super Fund?
Whether you’re establishing a new Self-Managed Super Fund or looking for experienced accountants to manage your ongoing compliance, Rick & Mon Accountants are here to help.
Our Process
Your SMSF Journey Starts Here
Simple, transparent and tailored accounting advice designed to support your personal and business goals.
01 Initial Consultation
Discuss whether you need establishment support or ongoing accounting for an existing SMSF.
02 SMSF Records & Requirements Review
Review relevant documents, trustee arrangements and reporting obligations.
03 Accounting & Compliance
Complete the agreed setup, financial reporting, tax preparation or administration work.
04 Ongoing Trustee Support:
Coordinate annual compliance, independent audit requirements and future reporting.
Let's Build Your Financial Success Together
CPA & Registered Tax Agents
Local team, local insight
Fixed Fee Pricing
Transparent, no surprises
Business & Personal Solutions
We think ahead for you
Year-Round Support
Always easy to talk to
Ongoing SMSF Compliance Services
Our relationship doesn’t end once your SMSF is established.
We provide comprehensive ongoing compliance services to help ensure your fund continues to meet its legal obligations year after year.
Our SMSF compliance services include:
- Annual financial statements
- Preparation and lodgement of the SMSF Annual Return
- Member balance reporting
- Contribution and pension reporting
- Compliance monitoring
- Liaising with your independent SMSF auditor
- Ongoing ATO compliance support
- General compliance guidance for trustees
Our goal is to give trustees confidence that their SMSF continues to meet its ongoing regulatory obligations.
Working Alongside Your Financial Adviser
We believe the best outcomes are achieved when your professional advisers work together.
We regularly work alongside licensed Financial Advisers, mortgage brokers, solicitors and other professionals to ensure your SMSF is established and administered efficiently.
This collaborative approach allows your investment strategy, taxation and compliance obligations to work together while each professional remains within their area of expertise.
Why Choose Rick & Mon Accountants for Your SMSF?
Professional SMSF accounting is about more than completing annual tax returns. It's about helping trustees meet their legal obligations, work effectively with their Financial Adviser and manage their retirement savings with confidence.
Running an SMSF means taking responsibility for compliance, reporting and trustee obligations. Our role is to simplify that process while ensuring your fund remains fully compliant with Australian superannuation legislation.
At Rick & Mon Accountants, we work alongside trustees throughout the entire lifecycle of their fund—from establishment through to annual compliance and reporting. We coordinate directly with independent auditors, prepare accurate financial statements and ensure lodgements are completed correctly and on time.
Because every SMSF is different, we tailor our accounting and compliance services to your circumstances while maintaining clear communication and practical advice throughout the year.
SMSF Compliance Specialists
We understand the legislative requirements involved in establishing and administering Self-Managed Super Funds.
End-to-End Support
From establishing the trust and registering with the ATO to ongoing compliance, we manage the entire process.
Ongoing Support
As your fund grows, we continue to provide annual compliance services and guidance to help trustees meet their obligations.
Accounting & Tax Expertise
Our extensive experience in taxation and business advisory ensures your SMSF receives practical, professional support throughout its lifecycle.
Personalised Service
Every SMSF is different. We take the time to understand your circumstances and work closely with you and your professional advisers throughout the process.
Frequently Asked Questions
No. The decision to establish an SMSF should be made after receiving personal advice from a licensed Financial Adviser. Once you’ve decided to proceed, we can establish the fund and manage its ongoing compliance.
Yes. We prepare and lodge the required registrations with the Australian Taxation Office and assist the fund in obtaining complying status.
Every situation is different. We can explain the structural differences between individual and corporate trustees and assist with implementing the structure you choose.
Yes. An SMSF generally requires an annual audit by an approved, independent SMSF auditor before its annual return is lodged. Rick & Mon can help prepare the financial records and coordinate with the independent auditor.
Yes. We provide ongoing SMSF compliance services, including annual financial statements, tax returns, regulatory reporting and coordination of the annual independent audit.
Absolutely. We regularly work alongside licensed Financial Advisers to ensure your SMSF is established correctly and remains compliant while supporting your broader retirement strategy.
If you’ve received professional advice and are ready to establish your Self-Managed Super Fund, Rick & Mon Business Consultants can help you through every step of the setup process.
From establishing the fund and registering it with the ATO to providing ongoing compliance and administration services, our experienced team is committed to making the process straightforward and stress-free.
SMSF accounting services may include annual financial statements, SMSF Annual Return preparation, member balance reporting, contribution and pension reporting, compliance administration and independent audit coordination. The exact scope depends on your fund’s circumstances.
Establish Your SMSF with Confidence
Contact Rick & Mon Accountants today to discuss your SMSF setup and ongoing compliance requirements.
