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SMSF Advisory

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Clear Tax Accountants

SMSF Advisory Services

Self-managed super funds (SMSF) can give you infinitely more flexibility and control when managing your financial future. However, managing an SMSF comes with challenges – most notably time. As your own investment manager, managing an SMSF can feel like a full-time job.

At Clear Tax, we work with individuals and SMSF partnerships to give you qualified and quality advice. As your SMSF advisors, our accountants can manage and administer your SMSF for you, allowing you to sit back and enjoy your wealth as it accumulates.

Super structures

We can help you structure your superannuation and investments so that it works with your life goals and values. We’ll help you establish a super fund that is inherently yours, and keep it in compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act).

Insurance information

We’ll deliver a range of superannuation insurance options as part of our SMSF advisory services. Our experienced accountants will ensure that your insurance premiums are paid from the best possible source, so that you are operating as efficiently as possible.

Optimal efficiency

At Clear Tax, our efficiency advice extends beyond insurance payments. We can ensure that your contributions to your existing fund are actioned as efficiently as possible with regard to tax. We’ll also identify efficient avenues for investment that will deliver strong returns.

Clear Tax

How We Approach SMSF Advisory

At Clear Tax, our expert accountants know how to give the best SMSF advice. We have decades of combined experience and have helped people just like you find greater success in retirement.

We approach and view every SMSF advisory meeting as unique. We work hard to understand you and your situation, giving you qualified strategies that maximise your contributions through sound investments.

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What Our Clients Say About Our Melbourne SMSF Advisory Services

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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.
Matthew Joscelyne
Australia House
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.
Anand Shanmugam
Oporto South Morang
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.
Vanessa Le
Zon’x Group
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!
Sankirth Sunil
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.
Jirada Ponpetch
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.
Gladys Rodrigues
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!
Roman Singh
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!
Jacqueline Chatlin
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!
Amandeep Maan
Bit Expert
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!
Jacqueline Chatlin
Blaykley
Clear Tax Accountants

Choosing The Right SMSF Advisory Strategies

We work for your interests. We always apply a bespoke approach when looking at SMSF advisory strategies, giving you the perfect fit for your goals and values. Without the help of a qualified SMSF adviser, you may risk missing crucial opportunities.

We’ll only offer SMSF advice that is qualified, legal, and ethical. At the end of the day, we want you to achieve your goals safely. This means understanding risks and making informed decisions.

Frequently Asked Questions

About SMSF Advisory
Below are answers to questions about SMSF advice that our accountants have received over the years.
  • Do I need to set up and run my SMSF by myself?

    When you work with Clear Tax, we can do it for you. We recommend that you take interest in your SMSF fund, but let a professional set it up and run it on your behalf. We do so by ensuring that your SMSF is run in the most efficient and profitable way.

  • What are the benefits of SMSF advice?

    There are many benefits to receiving SMSF advice, including:

    • Greater control, choice, and flexibility
    • Preferential taxation and cost efficiency
    • Protection from risk
    • Leverage for trustees
    • Greater succession opportunities
  • How much can I contribute?

    Each year, each member of your SMSF can make a tax-deductible contribution of up to $25,000. You can also make up to $100,000 of non-tax deductible contributions. There are a range of other special concessions that we can go through with you and tailor your contribution plans to suit you and your needs. 

  • How do I plan my estate with my SMSF?

    SMSFs offer far greater estate planning flexibility for your family after you pass. You can direct the balance of your SMSF to the person you want to receive the money. This is very difficult to challenge in a dispute, giving you more control.

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