SMSF Administration

Gavin Ma & Co is an independent CPA practice that specializes in providing Self Managed Superannuation Fund (SMSF) services to a wide range of clients, including SMSF trustees, financial planners, investment advisers, and stockbrokers. Our SMSF services include:

  • SMSF establishment: We can help you establish a new SMSF when you decide to set up an SMSF. Please note we do not provide advice on setting up an SMSF, therefore you may need to conduct your own research or speak to a licensed financial planner to assess if an SMSF is suitable to your financial objectives.
  • SMSF accounting and administration: We provide all aspects of SMSF accounting and administration at fixed prices, including the preparation of income tax returns, BAS & IAS for SMSFs, and financial reports for SMSFs.
  • SMSF audits: We offer independent audits for SMSFs.
  • Pension setup and ongoing administration of SMSFs: We can assist you with setting up a pension for your SMSF and provide ongoing administration services.
  • SMSF outsourcing: We have a strong relationship with accountants, financial planners, stockbroking firms, and SMSF administrators. We charge a fixed and all-inclusive fee based on our outsourcing agreement, which is competitive and lower than most traditional accounting firms.

At Gavin Ma & Co, we understand the importance of having a local presence while also providing national-wide services. That’s why we’re proud to offer our services to businesses in Bentleigh and the surrounding suburbs, including Brighton, Moorabbin, McKinnon, Caulfield, and Oakleigh. In addition, we can assist clients with all their accounting needs across greater Melbourne.

Our team of SMSF specialists attends regular SMSF training workshops, superannuation schools, and webinars to keep their knowledge up-to-date. We use the most advanced SMSF accounting software on the market, such as BGL Simple Fund360  and Class Super, to ensure the accounting information is recorded accurately for our SMSF clients. Our SMSF accountants also work closely with auditors to ensure prompt SMSF compliance work.

Overall, our goal is to provide efficient and accurate SMSF services to our clients. Contact us today to find out how we can help you with your SMSF needs.