Yes, local SMSF accountants are well-equipped to support clients through ATO reviews, especially given Melbourne’s high concentration of self-managed super funds.

An experienced SMSF accountant in Melbourne will know how to:

• Identify common ATO red flags specific to local investment structures
• Help prepare thorough documentation ahead of audits
• Liaise with the ATO to resolve compliance concerns on your behalf

With the ATO increasing its focus on SMSF compliance, particularly in capital cities, choosing a Melbourne-based advisor gives you relevant, up-to-date support grounded in local precedent.

LRBAs are a popular strategy for property acquisition through SMSFs, and Melbourne accountants are highly familiar with their structure.

A qualified local SMSF accountant can:

• Help structure your LRBA to comply with SIS Act requirements
• Collaborate with lenders offering SMSF-specific products in Melbourne
• Monitor repayments and fund performance over time

Because property investment through SMSFs is common in Melbourne, local accountants often have close relationships with SMSF-friendly banks and brokers.

There are no location-specific laws that restrict SMSFs from investing in Melbourne commercial property, but local market conditions can influence strategy.

Melbourne-based SMSF accountants can help evaluate:

• Vacancy rates in targeted areas (e.g. inner-north, bayside)
• Property value trends based on your investment timeline
• SMSF compliance when leasing to related parties

Many SMSF investors in Melbourne pursue commercial property due to its potential for rental yield and long-term appreciation, but proper structuring is essential to avoid compliance breaches.

If you or other fund members move interstate or overseas, your Melbourne SMSF accountant can help manage the impact on residency requirements and compliance.

While an SMSF can remain valid with non-resident members, strict rules apply. Your accountant will assess:

• Whether the fund still meets central management and control tests
• Impacts on contribution limits or tax residency
• Any ATO notifications or changes to trustee structure

Melbourne SMSF accountants familiar with cross-border considerations can help protect your fund’s complying status.

Yes. Estate planning is a critical but often overlooked aspect of SMSF management, and Melbourne accountants with SMSF expertise are well-versed in this area.

They can support:

• Binding death benefit nominations that comply with SIS regulations
• Tax-effective distribution of SMSF assets to beneficiaries
• Integration of SMSF planning into broader estate plans

Given the number of intergenerational wealth transfers occurring in Melbourne’s eastern and bayside suburbs, local SMSF accountants are increasingly focused on succession.

Pricing varies, but most Melbourne SMSF accountants offer fixed annual packages or tiered fees based on fund complexity.

You can generally expect:

• A fixed yearly compliance and admin fee
• Hourly or project-based charges for strategic advice or tax planning
• Optional add-ons like audit coordination or property acquisition support

Reputable Melbourne firms will outline all costs upfront, helping you understand the value behind each service tier.