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Self Managed Super Funds

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Clear Tax Accountants

SMSF Accountants

If you’ve worked hard your whole life and want the lifestyle you’ve always desired in retirement, an SMSF accountant can help. Self managed super funds, when set up correctly by a professional, can make the most of your retirement dollars.

At Clear Tax, we know what it takes to get the most out of your savings while helping you remain compliant with any regulatory changes. Self managed super funds can be complex, but when managed correctly, can vastly improve how far you can go in retirement.

Financial freedom

Your endgame should be creating complete financial freedom in your retirement. Our aim is to ensure that you are not bound by any limitations, whether they be circumstantial or financial. 

Investment strategies

Whether you are an experienced or novice investor, we can help you get the best outcome for your dollar. We’ll use the money you put into superannuation to deliver a sound investment strategy that performs well without undue risk.

Success at any stage

It doesn’t matter where you are at in your financial journey. Our unique methodology can be applied for people ready to retire, or just entering the workforce. We’ll work to understand your goals before we put a plan in place.

Clear Tax

SMSF Accountants In Melbourne

At Clear Tax, our SMSF accountants can help you create a fund that works for you. From making savvy investments, to helping you understand legislation, we’ll work with you every step of the way.

No two individuals or couples are the same – and neither are their SMSF goals. We employ a highly bespoke approach to managing SMSF accounts. We’ll keep you well informed of our strategies and the reasons why we are recommending a particular course of action.

When it comes to creating personal wealth, we are in your corner. We will always operate with your best interests at heart, while remaining fully compliant with rules and regulations. In the end, you’ll have a high-performing SMSF that works for you.

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What Our Clients Say About Our SMSF Accountants

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I have worked with Clear Tax Accountants in Richmond Melbourne for about one year. They have managed my returns, my Jobkeeper, my grants and all they have done very professionally and are a wonderful friendly group of friends. I recommend them if you’re considering an accounting firm.
Great job to all of your Clear Tax teams. As the name states its been a very clear advice and efficient. Always helpful to develop our business via free seminars. Great job guys.
I have been dealing with Yuvraj for number of years. His personal, professional and prompt service is second to none, one of the many reasons i have referred her to my clients and friends. will continue to do so. Without a doubt, 5 star all the way.
Their services are dependable, quick, and reasonably priced. They keep me informed about new tax legisaltion that may affect my position and will assist me reduce the amount of tax I owe or maximise my refund. I’m certain that my taxes are being handled in the most efficient manner possible. Thank you very much!
Highly recommended clear tax accountant. Ash and Manish and the team are providing the best services in Melbourne, extremely helpful, knowledgeable and professional. They are very responsive and answer all your queries. Always happy with their work so thank you very much.
Ash and Yuvraj are a great team. They genuinely care and help people. They are professional and friendly. No matter how busy they are, they will always get back to you. I have called Ash few times and he has always called back irrespective of the time, always chirpy even over the phone. I would highly recommend their team.
Ash and the team at Clear Tax have been absolutely spot-on for me and my business. Thorough, informed, approachable and, above-all, affordable, their company provides an incredibly refreshing and forward-thinking alternative to the more ‘old-school’ accountancy firms. Thank you for helping me in an area of business I do not love!
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Excellent Service & help with all aspects of my accounts. Working as a micro-business I have little time to spend on accounts and the team at Clear Tax Accountants have looked after me brilliantly from the very beginning. I feel I am in safe hands and they answer queries in a very straightforward manner so I understand everything in order to decide what to do best for my business. Delighted with Ash and Yuvraj. Thank you!
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Clear Tax Accountants

Choosing The Right SMSF Accounting Strategies For You

Our success is intertwined with yours. The Clear Tax SMSF methodology puts our clients first, ensuring that you always have the right SMSF strategy backing you up.

It’s our commitment to offer expert accounting and financial advice to help individuals achieve their goals. We promise to always operate within the boundaries of the law and regulations, always with your best interests in mind.

Frequently Asked Questions

About SMSF Accounting
Below are answers to some of the most common questions our SMSF accountants get asked.
  • What is an SMSF?

    A self managed super fund or DIY fund is built by members of the fund for their direct benefit. While external super funds benefit thousands of members, an SMSF benefits a maximum of 4. 

  • Why should I establish an SMSF?

    SMSFs allow you greater freedom to invest in what you want with your superannuation money. SMSFs are ideal for high income earners, business owners, and other people looking to manage significant wealth in retirement.

  • What costs are associated with SMSFs?

    SMSFs typically carry higher associated costs than traditional super funds. You’ll need to factor in set up costs, ongoing costs, and wind up costs. It also pays to have a high ongoing super balance to pay for insurance.

  • What can I invest in with my SMSF?

    An SMSF is incredibly flexible and will allow you to invest in almost anything, including shares, cash, gold and silver bullion, managed funds, property, and non-traditional assets such as art, antiques, and coins.

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