SMSF
DFK Benjamin King Money boasts a team of Specialist SMSF accountant with decades of collective experience in the field, honing our expertise in superannuation over the course of 60 years.
We offer guidance on self-managed superannuation funds (SMSFs), which provide numerous benefits compared to larger retail or industry-specific options, including increased control and flexibility in investment choices and asset selection, as well as tailored management of tax on investment income and capital gains.
Get more control over your retirement savings with our SMSF accountant Near You.
At DFK Benjamin King Money, Across Melbourne, individuals and families benefit from clear SMSF support.
From setup to strategy, compliance to retirement planning, The complexity of the process is simplified, allowing you to focus on long-term goals without the stress.
Whether you’re considering an SMSF or already managing one, our experienced team will guide you through each step, ensuring your fund stays compliant and aligned with your long-term goals.
Tailored End-to-End SMSF Accounting Support Near You
With global DFK network expertise ,We offer a full suite of SMSF services designed to support you throughout your super journey:
- SMSF Setup & Structuring: Get your fund started the right way, with expert support through registrations, documentation, and structure selection.
- Compliance & Reporting: Stay on top of your annual audit, tax obligations, and ATO requirements with accurate, timely reporting.
- Investment Strategy Guidance: While you remain in control of investment decisions, we help shape a strategy that reflects your goals, risk profile, and retirement horizon.
- Pension & Retirement Planning: Seamlessly transition into the pension phase with strategies that maximise tax efficiency and ensure consistent income in retirement.
- Estate Planning & Succession: Protect your super and ensure it’s passed on according to your wishes with clear succession and estate planning support.
Why Choose DFK BKM for SMSF Accountant Near You?
With decades of experience in SMSF advisory, we offer more than just technical know-how.
Our clients value us for our personal approach, clear communication, and consistent support.
We take the time to understand your financial situation and guide you with advice that’s practical, proactive, and tailored to your future.
Thinking about setting up an SMSF, or need expert help managing one?
We’re here to simplify the process and help you stay in control.
Ready to take control of your SMSF? Let’s talk—book your consultation with DFK BKM’S SMSF Accountant today.
Our Self-Managed Superannuation Fund services include
Retirement Planning
Superannuation Strategies
Pension Administration
Estate Planning
We provide comprehensive assistance with Self-Managed Superannuation Funds (SMSFs) throughout the accumulation, retirement, and estate planning phases. Our services encompass designing, establishing, and implementing strategies to effectively manage funds. For trustees seeking assistance with regulatory and compliance matters, our expertise in technical compliance matters and experience with the ATO make us well-equipped to provide support. Our annual compliance services include the preparation of financial statements, income tax, and regulatory returns, as well as conducting SMSF audits and preparing and lodging Activity Statements.
Additionally, we assist individuals opting to take pensions from their superannuation funds by handling all necessary paperwork. Collaborating closely with clients’ lawyers, we aid in the development of estate plans. Moreover, through our partnership with BKM Wealth, we offer assistance in crafting personalized retirement plans that align with individual and estate planning goals. Our advice on superannuation strategies takes into account tax implications, enabling clients to comprehensively assess their financial positions for business, investments, and retirement planning.
Other Services
ACCOUNTING
AUDIT AND ASSURANCE
BUSINESS ADVISORY
BUSINESS VALUATION
CORPORATE ADVISORY
FAMILY OFFICE
FINANCIAL PLANNING
SMSF
TAXATION
VIRTUAL CFO
A Self-Managed Superannuation Fund (SMSF) is a private superannuation fund that you manage yourself, offering greater control and flexibility over your retirement savings. At DFK Benjamin King Money, we provide comprehensive SMSF services to help you establish, manage, and optimize your SMSF. An SMSF allows you to tailor your investment strategy to meet your specific retirement goals, providing the opportunity to invest in a wide range of assets, including property, shares, and cash. Our SMSF experts guide you through the process, ensuring compliance with regulatory requirements and helping you maximize the benefits of your SMSF.
Setting up an SMSF involves several steps, and our team at DFK Benjamin King Money is here to guide you through the process. First, we help you establish the SMSF trust deed and appoint trustees. You can choose to have individual trustees or a corporate trustee structure. Next, we assist with obtaining an Australian Business Number (ABN) and Tax File Number (TFN) for your SMSF. We also help you open a dedicated bank account for the SMSF to manage contributions and investments. Once the SMSF is established, we provide ongoing support to ensure compliance and effective management.
An SMSF offers several benefits, including greater control over your investment strategy, tax advantages, and the ability to tailor your retirement plan to meet your specific needs. With an SMSF, you have the flexibility to invest in a wide range of assets, allowing you to diversify your portfolio and optimize returns. Additionally, SMSFs offer tax concessions, such as reduced tax rates on investment income and capital gains, which can enhance your retirement savings. By managing your own superannuation fund, you can also implement strategies that align with your financial goals and risk tolerance.
Compliance is a critical aspect of managing an SMSF, and our team at DFK Benjamin King Money provides comprehensive support to ensure that your SMSF meets all regulatory requirements. We assist with the preparation and lodgement of annual financial statements and tax returns, ensuring that your SMSF complies with the Australian Taxation Office (ATO) requirements. We also conduct regular audits to verify the accuracy of your financial records and ensure compliance with superannuation laws. By providing ongoing compliance support, we help you avoid penalties and maintain the integrity of your SMSF.
Yes, we provide expert guidance in developing and managing SMSF investment strategies tailored to your financial goals, risk profile, and retirement plans. Our team helps you structure a diversified portfolio, ensure compliance with regulations, and optimise your investments for long-term growth and stability.
Costs vary depending on the complexity, but include setup, administration, audit, and compliance fees.