Supporting You at Every SMSF Stage
Tailored Guidance whether you're Starting, Managing, or Winding Down
Whether you’re new to SMSFs or already managing one, our team of SMSF accountants provides tailored support at every stage of your journey.
- For those just starting, we offer clear guidance on setting up your SMSF, ensuring you understand the legal, financial, and administrative responsibilities.
- If you’re already managing an SMSF, we will help you optimise your fund’s performance with strategic accounting, tax advice, and compliance management.
- And for those looking to wind down or transition their SMSF, we offer seamless support for exits, rollovers, or restructuring, providing you with a well-structured plan and expert advice.
With year-round support and proactive strategies, we ensure your SMSF remains efficient, compliant, and positioned for long-term success.
The Value of a Specialist SMSF Accountant
Navigate Super Rules with Confidence and Unlock your Fund’s Full Potential
SMSFs involve a high level of responsibility, and navigating superannuation rules, tax obligations, and investment strategies can be complex. A specialist SMSF accountant understands the nuances of super law and delivers insights that help you maintain compliance while making the most of your fund’s potential. As trusted SMSF accountants in Melbourne, we help individuals Australia-wide manage and optimise their SMSFs with long-term, goal-driven strategies.
Explore our SMSF Services
From Setup to Strategy and Everything In-Between
We offer end-to-end support so your SMSF is not only compliant but strategically effective:
SMSF Setup
We handle the complete setup of your SMSF, including fund structure, trust deed creation, ATO registration, and trustee guidance, ensuring everything is legally compliant from the start.
SMSF Accounting & Compliance
Our team prepares annual financials, member statements, and manages audit support and ATO lodgements, ensuring your SMSF remains compliant and up-to-date year-round.
SMSF Tax Planning & Advisory
We offer strategic tax advice to optimise contributions, pensions, and investment management, helping you minimise tax and maximise your SMSF’s benefits within legal limits.
Buying Property in an SMSF
We provide end-to-end support for purchasing property within your SMSF, from structuring the investment to compliance with super laws, ensuring a smooth and compliant process.
SMSF Structuring Support
We guide you on choosing the best fund structure, meet trustee obligations, and ensure compliance with related-party transaction rules to maintain your fund’s integrity.
Administrative & Operational Support
We manage ongoing compliance, BAS submissions, record-keeping, and audit assistance to keep your SMSF running efficiently and audit-ready year-round.
Year-End Planning
We help maximise contributions, reduce tax, and ensure all reporting obligations are met before the end of the financial year, optimising your fund’s performance.
Exiting or Winding Up Your SMSF
We assist with rollovers, asset disposals, final audits, and closure requirements, guiding you through a smooth and compliant exit process.
Zimsen Partners: A Proven Partner for Your Super Strategy
Recognised as a leading SMSF advisory firm in Melbourne, Zimsen Partners helps clients across the city and around Australia take control of their retirement future. With more than 25 years of experience, we provide:
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Dedicated SMSF Expertise:
Our in-house SMSF specialists offer practical advice and hands-on support to help you manage your fund effectively and stay on top of your obligations.
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Tailored and Strategic Advice:
We build solutions based on your goals, not one-size-fits-all answers.
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All-In-One Service:
Review and normalisation of historical earnings, revenue drivers, expense integrity, margins, and seasonality.
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Long-Term Relationships:
We support our clients at every life stage with proactive, forward-looking advice.
Take the First Step Toward a Smarter SMSF
Looking to explore SMSFs or get more out of your current fund? Book a free consultation with one of our SMSF specialists today and discover how Zimsen Partners can help you take control of your future.
Frequently Asked Questions
What are the real benefits of setting up an SMSF versus staying with a retail super fund?
An SMSF provides greater investment control, more flexibility, potential tax advantages, and estate planning benefits compared to traditional super funds.
What are the annual compliance requirements for an SMSF?
You’ll need to prepare annual financial statements, lodge tax returns, undergo an independent audit, and keep detailed records.
What happens if my SMSF breaches the rules?
Non-compliance can lead to penalties, taxation consequences, or trustee disqualification. We help ensure your fund stays on track.
How can I ensure my SMSF is structured for maximum tax efficiency?
Through strategic planning, optimal contributions, transition-to-retirement strategies, and effective investment choices. We help you identify opportunities and execute a tailored approach.
What are some tax-saving strategies for my SMSF before the end of financial year?
You might consider making concessional or non-concessional contributions, starting a pension phase, or realising capital losses. Our team can assist with a tailored year-end tax strategy.
What’s involved in winding up an SMSF, and when should I consider it?
Winding up involves selling assets, finalising audits, and notifying the ATO. It may be right if you’re retiring, moving overseas, or seeking simplicity.
