Self Managed Super Fund
BEST SELF MANAGED SUPER FUND ACCOUNTANT IN PERTH WA
We provide tax minimisation advisory services including setup, consultation, and ongoing management of self managed super funds (SMSFs) across Perth, Western Australia. Set up your SMSF with one of the most affordable and experienced tax accounting firms in Perth
Balance Tax Pty Ltd specialises in the set-up and management of self-managed super funds (SMSF) for efficient tax minimisation of personal and or family incomes of over $100,000 per year. We also offer tailored SMSF tax advice to help you structure your fund for long-term financial growth and compliance
Our self managed super fund accounts are based in Perth’s northern suburbs. Our SMSF accountants in Perth can advice for large and small self-managed super funds. We structure self managed super funds to maximise tax benefits.
Self managed super fund accountants in Perth are not permitted to do both management of self managed super funds and the auditing of SMSF but if you don’t have a self managed super fund auditor in Perth already, we can recommend self managed super fund auditors to you.
We are experienced, licensed SMSF financial advisors and self-managed super fund accountants who fully comply with Australia’s financial services advisory regulations.
Why Perth Families and Professionals Choose Balance Tax Pty Ltd for SMSF Setup Services
When it comes to securing your financial future, a self managed super fund offers unmatched control, flexibility, and tax efficiency. At Balance Tax Pty Ltd, we help Perth families and high-income earners take full advantage of SMSFs with tailored strategies that align with your long-term goals.
Whether you’re a professional in Karrinyup, a business owner in Balcatta, or a retiree in North Beach, our SMSF accountants in Perth deliver personalised advice that simplifies the process and maximises your benefits. We understand the nuances of WA regulations, ATO compliance, and investment structuring—so you don’t have to.
I specialise in Personal Tax Returns and Small Business, GST/BAS, Companies, Trusts, Partnerships, and SMSF Tax Returns.
What Is a Self Managed Super Fund?
A self managed super fund (SMSF) is a private superannuation fund that you manage yourself. Unlike retail or industry super funds, SMSFs give you full control over your investment decisions, including property, shares, and other assets. They’re ideal for individuals and families earning over $100,000 annually who want to build wealth strategically and minimise tax.
At Balance Tax Pty Ltd, we specialise in:
- SMSF setup and registration
- Investment strategy and compliance advice
- Tax minimisation and income structuring
- Ongoing SMSF management and reporting
- Auditor referrals and regulatory guidance
We also support SMSF audit services, ensuring your fund meets all regulatory requirements and passes annual audits with confidence. Our SMSF accountants in Perth ensure your fund is structured to deliver maximum returns while staying fully compliant with Australian financial services regulations.
SMSF Setup Made Simple
The price of Self Managed Super Fund setup starts from $1,695, depending on bookkeeping requirements.
Setting up a self managed super fund in Perth doesn’t have to be complicated. Our team handles every step—from trust deed creation and ATO registration to investment strategy development and member onboarding.
We offer:
- Complete documentation and legal setup
- Strategic planning for tax efficiency
- Ongoing support and compliance updates
- Secure digital recordkeeping and reporting
Whether you’re starting fresh or transitioning from another fund, we make the process smooth, transparent, and tailored to your needs.
Tax Benefits of SMSFs for Perth Clients
One of the biggest advantages of a self managed super fund is the ability to minimise tax on your retirement savings. With the right structure, SMSFs can reduce your taxable income, defer capital gains, and optimise investment returns. Our expert SMSF tax planning services help you make the most of these benefits while staying compliant.
Our SMSF tax strategies include:
- Contribution planning and timing
- Property investment through SMSF
- Dividend and capital gains management
- Business real property acquisition
- Pension phase tax planning
We work with Perth clients to ensure every dollar in your SMSF is working harder for your future.
Book a Free 15 Min Consultation Today!
Local Expertise You Can Trust
Balance Tax Pty Ltd is based in Perth’s northern suburbs and proudly serves clients across Scarborough, Innaloo, Gwelup, Carine, Hamersley and beyond. Our deep local knowledge means we understand the unique financial landscape of WA and tailor our SMSF services accordingly.
We’re not just accountants—we’re strategic partners who care about your outcomes. Our advice is grounded in real-world experience, and our commitment to compliance ensures peace of mind.
SMSF Management and Ongoing Support
Managing a self managed super fund requires regular reporting, compliance checks, and strategic reviews. At Balance Tax Pty Ltd, we offer ongoing SMSF management services that keep your fund on track and fully compliant.
Our services include:
- Annual financial statements and tax returns
- Member contribution tracking
- Investment performance reviews
- Liaison with auditors and regulators
- Strategic updates based on market trends
We help Perth clients stay ahead of changes in legislation and market conditions, ensuring your SMSF remains a powerful tool for wealth creation.
Auditor Referrals You Can Rely On
While SMSF accountants in Perth are not permitted to audit the same funds they manage, we maintain strong relationships with licensed SMSF auditors across WA. If you don’t already have an auditor, we’ll connect you with trusted professionals who meet ASIC standards and deliver timely, accurate reports.
This separation of duties ensures transparency, compliance, and peace of mind for every SMSF client.
Who Should Consider an SMSF?
If you’re based in Perth and want to explore whether an SMSF is right for you, our team is here to guide you through every step.
Ready to Take Control of Your Super?
If you’re searching for the best self managed super fund accountant in Perth WA, Balance Tax Pty Ltd is your trusted partner.
📞 Call us on 0417 942 460
📍 Visit us at 10 Ufton St, Gwelup WA 6018
🌐 www.balancetaxptyltd.com.au
Self managed super funds aren’t for everyone—but they’re ideal for:
- High-income earners ($100K+)
- Families looking to pool retirement savings
- Property investors seeking tax-efficient structures
- Business owners wanting to own commercial premises via SMSF
- Individuals seeking full control over their super investments
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