Set Up a Self Managed Super Fund
Work with Melbourne’s leading specialist Self Managed Super Fund Accountants
Set Up a Self Managed Super Fund
Work with Melbourne’s leading specialist Self Managed Super Fund Accountants
Why Rogerson Kenny as your SMSF Accountant?
A completely independent firm, we do not take commission and only get paid by you.
We’re not just about SMSF compliance – we’re about developing SMSF strategies that fit your unique needs. Our clients enjoy the benefit of being able to pick up the phone and speak to an experienced person – the same person who they always deal with, who knows them, their family and their circumstances.
Why Rogerson Kenny as your SMSF Accountant?
A completely independent firm, we do not take commission and only get paid by you.
We’re not just about SMSF compliance – we’re about developing SMSF strategies that fit your unique needs. Our clients enjoy the benefit of being able to pick up the phone and speak to an experienced person – the same person who they always deal with, who knows them, their family and their circumstances.
SMSF Advice
Rogerson Kenny Business Accountants are licensed to provide financial advice relating to your SMSF, tailored to your circumstances.
SMSF Advice
Rogerson Kenny Business Accountants are licensed to provide financial advice relating to your SMSF, tailored to your circumstances.
Your Investment
Set up a SMSF with Rogerson Kenny Business Accountants. For anything you encounter on your SMSF journey, we’re always just a message or a call away. Whether you’re unsure about completing the death benefit nomination form or crafting your investment strategy, worry not! We’re here to provide step-by-step guidance and support to make the process smooth and effortless for you.
The set up fee of $2,000 excl GST is inclusive of the following:
Your SMSF Accountant Melbourne can offer guidance on:
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- Specialist SMSF Trust Deed
- Application for Membership, including TFN notices
- Product Disclosure Statement
- Various minutes and resolutions, regarding establishing the SMSF, trustee consents, shareholdings, directorship, etc
Company Constitution (with the trustee company)
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- Investment Strategy
- ATO Trustee Declarations
- Bank account establishment kit, explaining next steps
- Death benefit nomination forms (for each) member
At Rogerson Kenny Business Accountants you will work directly with our Associate Director, Sarah Davie.
Sarah understands that SMSF Trustees want to be empowered and enjoys working with them to take control of their retirement savings through properly executed SMSF advice and implementation of that advice.
I’M A BUSINESS OWNER WITH AN SMSF
As business accounting and SMSF specialists Rogerson Kenny Business Accountants are uniquely placed to deal with your specific needs as business owner with an SMSF.
I’M A BUSINESS OWNER WITH AN SMSF
As business accounting and SMSF specialists Rogerson Kenny Business Accountants are uniquely placed to deal with your specific needs as business owner with an SMSF.
SMSF Accountants Melbourne
We guide you through your SMSF set up
In most cases it is ideal to have an existing super balance of $300k or more. This is by no means essential and in fact, there are many reasons to establish a SMSF with a low balance, however you will need to consider if the benefits outweigh the costs with balances under $300k.
There are several technical steps involved in setting up a SMSF, and it is important that you understand the responsibility you are taking on.
As a trustee of the fund, you oversee the fund’s regulatory compliance, so it is important you have the support of an SMSF Accountant.
Your SMSF Accountant Melbourne can offer guidance on:
Setting up a SMSF
SMSF Investment Strategy
SMSF Accounting
Ensuring SMSF tax and audit requirements are met
Rogerson Kenny providing expert SMSF and accounting services in Melbourne, driving financial excellence for your business and SMSF.
Empower your financial success with Rogerson Kenny Business Accountants.
Unlock the potential of your superannuation and ensure it is in the best position to achieve the retirement lifestyle you desire.
Don’t wait any longer – get your free quote now, and let’s begin this exciting journey together.
SMSF Accountants Melbourne
We guide you through your SMSF set up
In most cases it is ideal to have an existing super balance of $300k or more. This is by no means essential and in fact, there are many reasons to establish a SMSF with a low balance, however you will need to consider if the benefits outweigh the costs with balances under $300k.
There are several technical steps involved in setting up a SMSF, and it is important that you understand the responsibility you are taking on.
As a trustee of the fund, you oversee the fund’s regulatory compliance, so it is important you have the support of an SMSF Accountant.
Your SMSF Accountant Melbourne can offer guidance on:
-
- Setting up a SMSF
- SMSF Investment Strategy
- SMSF Accounting
- Ensuring SMSF tax and audit requirements are met
Rogerson Kenny providing expert SMSF and accounting services in Melbourne, driving financial excellence for your business and SMSF.
Empower your financial success with Rogerson Kenny Business Accountants.
Unlock the potential of your superannuation and ensure it is in the best position to achieve the retirement lifestyle you desire.
Don’t wait any longer – get your free quote now, and let’s begin this exciting journey together.
The Rogerson Kenny Difference
Personal relationships
Regular touchpoints
Personalised reporting
At Rogerson Kenny Business Accountants you will work directly with our Associate Director, Sarah Davie. Sarah understands that SMSF Trustees want to be empowered and enjoys working with them to take control of their retirement savings through properly executed SMSF advice and implementation of that advice.
The Rogerson Kenny SMSF Accounting Difference
Personal relationships
Regular touchpoints
Personalised reporting
At Rogerson Kenny Business Accountants you will work directly with our Associate Director, Sarah Davie. Sarah understands that SMSF Trustees want to be empowered and enjoys working with them to take control of their retirement savings through properly executed SMSF advice and implementation of that advice. Learn more…
DID YOU KNOW?
SMSFs are a particularly good tax planning tool when acquiring business real estate property.
Many business owners use SMSFs to assist them in the purchase of their own business premise.
Ready to make the most of your super?
YOUR ULTIMATE GUIDE TO SETTING UP A SMSF
Melbourne’s Top SMSF Accountants
for Retirement Security
Our experienced SMSF accountants are well-versed in self managed superannuation fund compliance and administration. With a dedicated SMSF accounting team, Rogerson Kenny Business Accountants provide tailored advice to help you make informed decisions about your retirement savings, giving you the confidence that your financial future is in capable hands.
Your Catalyst for Growth. Discover Our
A-Team of SMSF Accountants, Melbourne
Mark Rogerson
Managing Director
Sarah Davie
Associate Director – SMSF
Adam Roth
Manager and SMSF Specialist
DID YOU KNOW?
SMSFs are a particularly good tax planning tool when acquiring business real estate property.
Many business owners use SMSFs to assist them in the purchase of their own business premise.
Ready to make the most of your super?
YOUR ULTIMATE GUIDE TO SETTING UP A SMSF
Melbourne’s Top SMSF Accountants
for Retirement Security
Our experienced SMSF accountants are well-versed in self managed superannuation fund compliance and administration. With a dedicated SMSF accounting team, Rogerson Kenny Business Accountants provide tailored advice to help you make informed decisions about your retirement savings, giving you the confidence that your financial future is in capable hands.
Work with Melbourne’s leading specialists in Self Managed Super Funds
With expertise in SMSF tax advice, SMSF administration and SMSF accounting for Self Managed Super Funds, we provide a streamlined, secure, and efficient service by leveraging the latest cloud technology, ensuring your SMSF operations are timely, compliant and efficient.
Our team is committed to personally guiding you through the set-up of your SMSF. Personal and friendly service from dedicated SMSF accountants who take the time to understand your unique circumstances.
Your Catalyst for Growth. Discover Our A-Team of Business Advisors, Melbourne
Mark Rogerson
Managing Director
Sarah Davie
Associate Director – SMSF
Adam Roth
Manager and SMSF Specialist
Rogerson Kenny Financial Services Pty Ltd, ABN 66 605 330 434 is a Corporate Authorised Representative Number 001009210 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
www.meritwealth.com.au | Privacy Statement. | Privacy Collection Statement | Complaints Process
Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Level 15, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au
Authorised Representative disclosure statement.
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Sarah Davie (ASIC No.1249128) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG
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Work with Melbourne’s leading specialists in Self Managed Super Funds
With expertise in SMSF tax advice, SMSF administration and SMSF accounting for Self Managed Super Funds, we provide a streamlined, secure, and efficient service by leveraging the latest cloud technology, ensuring your SMSF operations are timely, compliant and efficient.
Our team is committed to personally guiding you through the set-up of your SMSF. Personal and friendly service from dedicated SMSF accountants who take the time to understand your unique circumstances.
Rogerson Kenny Financial Services Pty Ltd, ABN 66 605 330 434 is a Corporate Authorised Representative Number 001009210 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
www.meritwealth.com.au | Privacy Statement. | Privacy Collection Statement | Complaints Process
Merit Wealth Pty Ltd | GPO BOX 4463, Sydney NSW 2001 | Level 15, 115 Pitt St Sydney NSW 2000 | Ph: 1300 785 611 | Email: contact@meritwealth.com.au
Authorised Representative disclosure statement.
-
- Sarah Davie (ASIC No.1249128) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 – View FSG
Contact Details
Suite 13, 241 Blackburn Road
Mount Waverley VIC 3149
Contact Details
Suite 13, 241 Blackburn Road
Mount Waverley VIC 3149
info@rogersonkenny.com.au
