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Self-Managed Super Fund (SMSF) 

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Compliance and Financial Strategy – Supporting Your Retirement Investment in One Place

At Veliable Accounting, we assist clients in establishing, managing, and maintaining their Self-Managed Super Funds (SMSFs), helping you take control of your retirement savings and investment decisions.

For high-net-worth individuals, families, or small business owners, an SMSF offers a flexible way to manage retirement investments. However, with increased control comes added responsibility. Managing an SMSF involves strict compliance and ongoing obligations that require professional support.

We understand that SMSF is not just a tax structure – it's a long-term financial strategy platform. That’s why our team consists not only of experienced SMSF accountants, but also licensed financial planners who work collaboratively to deliver integrated solutions for your superannuation and retirement planning.

Our Services

 SMSF Establishment and Setup

  • Advice on fund structure (individual vs. corporate trustee)

  • Drafting trust deeds, registering ABN and TFN

  • Preparation of trustee declarations and member applications

Annual Accounting and Audit Support

  • Preparation of annual financial statements and SMSF tax returns

  • Liaison with independent auditors

  • Maintenance of minutes, member balances and regulatory documents

  • ATO lodgement and correspondence

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 Investment Transaction and Compliance Management

  • Record-keeping and compliance for all asset classes (property, shares, term deposits, crypto, etc.)

  • Ensuring all investments align with superannuation law

  • Management of Binding Death Benefit Nominations (BDBNs), pension phase allocations, and documentation

 Pension Payments and Retirement Phase Management

  • Set-up of retirement phase accounts and minimum pension requirements

  • Structuring tax-effective drawdowns

  • Managing member exits and fund wind-ups

Financial Planning Integration: Turn Compliance into Strategy

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Through our collaboration with licensed financial planners, we help clients transform their SMSF from a compliance obligation into a retirement optimisation tool:

  • Investment strategy advice: tailored asset allocation based on your goals and risk profile

  • Pension planning: efficient structuring of pre- and post-retirement withdrawals

  • Tax minimisation strategies: including concessional/non-concessional contributions, bring-forward rules, and transition-to-retirement strategies (TTR)

  • Wealth transfer planning: ensuring your super assets are structured for smooth succession and protection of family wealth

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We help clients move from “just doing tax returns” to strategic retirement asset management.

Is SMSF Right for You?

An SMSF may be suitable if you:

  • Have a sufficient super balance to make it cost-effective

  • Want greater control over investment decisions (e.g., property, direct shares, alternative assets)

  • Plan to manage the fund with family members

  • Are willing to take on trustee responsibilities with professional support

We can help assess whether an SMSF suits your situation and guide you through the decision-making process.

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Why Choose Veliable Accounting?

  • Years of experience in SMSF accounting, compliance and audit coordination

  • Advanced systems including BGL and Class Super for secure, transparent management

  • Bilingual service (English & Chinese) for clear communication

  • Integrated professional network: we collaborate with financial planners and legal advisors

  • Detail-oriented approach and strict compliance focus to protect your fund

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📞 Ready to Learn More?

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If you're unsure whether an SMSF is suitable, we offer a complimentary initial consultation to help you understand the obligations, opportunities, and structure options available.

✔️ Remote and in-person consultations available
✔️ Serving clients across Melbourne and Australia
✔️ Contact us via phone, email, or WeChat to speak with our team

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