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SMSF Services

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Clear Tax Accountants

SMSF Setup & Compliance Services

A self-managed super fund (SMSF) can provide greater control over your retirement savings, but it also brings administrative responsibilities and strict compliance requirements. Setting up and managing an SMSF can be time-consuming, especially if you’re trying to juggle the bookkeeping, reporting, and taxation obligations on your own.

At Clear Tax Accountants, we support individuals and SMSF trustees by handling the tax, accounting and set-up requirements for their fund. We do not provide financial product advice. Instead, we focus on making sure your SMSF is established correctly, remains compliant, and meets all ATO obligations, giving you confidence and clarity in your fund’s ongoing administration.

SMSF Establishment

We help you set up your self-managed super fund correctly and in line with all legal requirements. This includes preparing trust deeds, registering your fund with the ATO, and organising TFN, ABN, and any required tax registrations. Our focus is on getting your SMSF established properly from day one.

SMSF Compliance & Administration

Once your SMSF is running, we manage the essential accounting and tax obligations each year. This includes annual financial statements, SMSF tax returns, member reporting, and coordinating with independent auditors. We ensure your fund stays compliant with SIS Act requirements and avoids penalties.

Superannuation Tax Management

Our team handles the tax side of your SMSF, including contributions, rollovers, tax calculations, and managing obligations across both accumulation and pension phases. We make sure your reporting is accurate, timely, and compliant with contribution and tax rules.

Clear Tax

How We Support Your SMSF

Our experienced accountants work with new and existing SMSF trustees to manage the essential tax and compliance work required each year. With decades of combined experience, we make SMSF administration clear, efficient, and stress-free.

We understand that every SMSF is different. Our role is to help you meet your regulatory requirements and ensure the accounting and reporting for your fund is handled properly.

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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

Why Choose Clear Tax for SMSF Setup & Administration?

At Clear Tax Accountants, we provide:

  • Accurate SMSF tax and accounting services
  • Compliance-focused administration
  • Clear, transparent communication
  • Experienced SMSF specialists
  • A streamlined setup process

We do not provide SMSF financial advice, investment recommendations, or advisory services. Our role is to ensure your SMSF is compliant, correctly reported, and professionally managed from an accounting and tax perspective.

Frequently Asked Questions

About SMSF Services
Below are answers to questions about SMSF Services that our accountants have received over the years.
  • Do I need to set up and manage my SMSF on my own?

    No. While you remain the trustee, we handle the setup, registration, tax compliance, and ongoing administration so you don’t have to manage the paperwork and reporting yourself.

  • How do I know if an SMSF is the right choice for me?

    This depends on your personal and financial circumstances. As we do not provide financial advice, we recommend speaking with a licensed adviser regarding suitability. Our role is to assist once you’ve chosen to establish an SMSF.

  • How much can I contribute to my SMSF?

    The ATO sets annual contribution caps for concessional and non-concessional contributions. 

  • What ongoing responsibilities do I have as a trustee?

    You remain responsible for decisions about your fund, but we handle the administration, tax work, compliance reporting, and documentation so your obligations are easier to meet.

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