Self Managed Super Funds | SMSF | SMSF Accounting

Rogerson Kenny Business Accountants Melbourne have been providing Self Managed Super Fund (SMSF) services for over 20 years, offering Self Managed Super Fund administration (accounting) and Self Managed Super Fund audit services for all types of Self Managed Super Funds. We are a trusted partner of our Self Managed Super Fund clients who rely on our knowledge, experience and independence.

Rogerson Kenny Business Accountants Melbourne administer and audit approximately 110 Self Managed Super Funds, and can assist you with all aspects of Self Managed Super Funds including:

Establishment of Self Managed Super Funds (if you would like more information, please email Mark Rogerson or call him on 03 9802 2533)

Full administration of the fund (SMSF accounting)

Preparation of financial statements and regulatory returns

SMSF Auditing

Advice regarding compliance matters, investment restrictions and borrowing rules

Pension establishment - including transition to retirement and allocated pension establishment & advice

General SMSF advice & all other related accounting, taxation and registration matters applicable to Self Managed Super Funds.

Why do our clients trust Rogerson Kenny Business Accountants Melbourne to establish, administer and audit their Self Managed Super Fund?

Establishment of Self Managed Super Funds (if you would like more information, please email Mark Rogerson or call him on 03 9802 2533) Full administration of the fund (SMSF accounting) Preparation of financial statements and regulatory returns SMSF Auditing Advice regarding compliance matters, investment restrictions and borrowing rules Pension establishment - including transition to retirement and allocated pension establishment & advice General SMSF advice & all other related accounting, taxation and registration matters applicable to Self Managed Super Funds.

We Administer and Audit approximately 110 SMSF's - placing us in the top 4% of SMSF administration providers (as per ATO figures) - so we know what we are doing
We are fiercely independent from any other business. We accept no commissions and work on a fee for service basis for you. Please consider carefully paying fees in a funds under management arrangement and have a think about the independence of a one stop shop (that does the financial planning, accounting and audit). Ask yourself, are they really independent?
We have been administering and auditing SMSF's for over 15 years (since SMSF was available as a superannuation structure)
Our SMSF team undertake our required training each year to keep abreast of changes and likely updates
Brett Kenny (our controlling SMSF partner) is Chairman of the Victoria Chapter and an Accredited Specialist advisor of the Self Managed Super Fund Professionals' Association of Australia (SPAA) . Mark Rogerson (who controls the day to day SMSF administration processing under Brett Kenny) is also a SPAA member.
Communication with our clients is key - If legislation passes or is likely to pass that may impact you - we will let you know
We are down to earth people, who are easy to contact and talk with. We don't screen phone calls - so you can reach any one of the SMSF team easily
We are knowledgeable in all aspects relating to Self Managed Super Funds - including Borrowing to acquire an asset in your SMSF and strategies relating to Small Business (Selling) Capital Gains Tax (CGT) exemption strategies

Please feel free to contact Mark Rogerson of this office with any inquiries regarding our services, pricing structure or any other SMSF question.

If you already have a SMSF and would like to compare your fees, for a free and accurate quote for the accounting and audit requirements of your SMSF, please click here.

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Please click on one of the below for more information about Self Managed Super.