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SMSF

Peregrine Accountants > SMSF

Self‑Managed Super Fund Services

At Peregrine Accountants, we specialise in delivering comprehensive, tailored services for Self‑Managed Superannuation Funds (SMSFs). We understand that managing an SMSF is more than just compliance — it’s about making sure your fund operates efficiently, remains fully compliant, and supports your long‑term retirement goals. Our team of SMSF specialists works closely with you to navigate the complexities of the SIS Act, SIS Regulations, and ATO guidelines, providing end‑to‑end support every step of the way.
From the preparation of annual financial statements and tax returns to managing contribution and pension calculations, trustee documents, and PAYG obligations, we cover every detail required for seamless SMSF administration. Our approach is thorough, proactive, and tailored to your fund’s unique needs, allowing you to focus on achieving your financial and retirement aspirations with total peace of mind.
Managing an SMSF can be complex, especially when regulations evolve, and compliance requirements become more stringent. At Peregrine Accountants, we stay abreast of every legislative change and ATO requirement to ensure that your SMSF operates within the boundaries of the law — giving you the freedom to focus on making sound investment decisions for your future.
We understand that every SMSF is as unique as the members it serves. That’s why our approach is tailored to suit your individual circumstances. Whether you are establishing a new fund, looking to restructure an existing one, or seeking expert guidance on tax strategies, our team works closely with you to design a service and compliance plan that delivers value and precision every step of the way.
At Peregrine Accountants, our priority is making the administration of your SMSF as seamless and straightforward as possible. From ensuring accurate record‑keeping and meticulous preparation of annual returns to advising on contribution caps and the benefits of pension draw‑downs, we make sure your fund operates smoothly and efficiently throughout its lifecycle.
With a focus on precision, compliance, and long‑term growth, we help you maximise the benefits of your SMSF while providing peace of mind. Our team of highly skilled professionals is dedicated to supporting you with proactive strategies, ongoing education, and responsive service, making Peregrine Accountants the trusted choice for SMSF administration and advisory.

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Total Compliance

Stay Confident, Stay Compliant

At Peregrine Accountants, we understand that SMSF compliance can be complex and time‑consuming. Our team works diligently to ensure your fund meets every legal and regulatory requirement — providing you with total peace of mind and allowing you to focus on growing your retirement wealth.

Ensure Readiness

Stay updated with legislative changes and tailored recommendations for your SMSF.

Ensure Support

Receive dedicated, responsive guidance for every SMSF-related question or decision.

Ensure Accuracy

Maintain precise financial and member records for seamless audits and compliance.

An SMSF (Self‑Managed Super Fund) is a private superannuation fund you manage yourself, giving you direct control over investment and retirement planning.

While it’s not mandatory, an accountant ensures your SMSF meets compliance, tax, and reporting obligations — making the process seamless and stress‑free.

An SMSF must be audited every financial year by an independent, registered SMSF auditor to remain compliant.

An SMSF allows greater control over investments, tax planning, and retirement strategies tailored to your financial needs.

We can guide you through the establishment process, including creating a trust deed, registering the fund, and setting up bank and ATO connections.

Trustees must maintain accurate records, prepare annual returns, lodge documents with the ATO, and ensure the fund operates in line with the SIS Act and Regulations.

SMSFs can benefit from concessional tax rates on income, contributions, and capital gains, making them an effective tool for long‑term wealth accumulation.

Yes, SMSFs can borrow for investment in certain circumstances via a Limited Recourse Borrowing Arrangement (LRBA), subject to strict compliance rules.

Get in Touch

Campbellfield Office

Office 7/315 Barry Road, Campbellfield VIC 3061

Kew Office

Level 2, Suite 301/89 High St, Kew VIC 3101

Phone Number

03 9357 0024

Email

admin@pereacc.com.au

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