SMSF Financial Advisors Melbourne

When it comes to self-managed super funds, you deserve an experienced SMSF specialist. As industry leading self-managed super fund accountants, PCR have all of your SMSF advisory, taxation and compliance needs covered.

Our SMSF financial advisors will assist you in understanding and managing the complexities of self-managed super funds and support you in making the right decisions for your financial future.

—— Self-Managed Super Funds, Simplified

Our SMSF financial advisors will provide you with:

Protect your retirement and safeguard your future a strategic approach to your SMSF advisory and accounting. Get your superannuation sorted today with our SMSF consultants in Melbourne so you can feel confident and in control.

Leading SMSF Solutions Melbourne

We provide administrative, compliance, accounting and taxation services for Self-Managed Superannuation Funds and can help you make sure your SMSF is set up in the best way.

Our services include:

  • Establishing a SMSF
  • Tax benefits
  • Contributions & transfers
  • Market value updates of investments
  • Financial reporting
  • Deeds
  • Compliance & administration
  • Accessing funds & wind-ups

Retire Comfortably

According to the September 2021 SMSF quarterly statistical report, there are 598,452 self-managed super funds and 1,123,949 SMSF members, all of which manage an estimated total of $747 billion in assets. With more and more Australians choosing SMSFs to help them meet their retirement aspirations, it is imperative that if you are managing your own super fund, you receive the right advice.

This will ensure your retirement is secure, your tax and processes are legal and that you make the most out of your hard-earned superannuation. When it comes to your self-managed super fund, you can’t go past PCR Accounting & Advisory, Melbourne. Our dedicated team of professional SMSF financial advisors work with you to help you make sure your tax and insurance is in order so you can save time and money and go into retirement worry-free.

Why choose PCR as your SMSF Advisory Firm?
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We are an honest, no nonsense SMSF advisory and coaching team who tell it like it is.
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We help you to manage your super fund legally, efficiently and effectively.
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We work with you to strategise a plan a comfortable retirement and protect your wealth.

SMSF’s are Great Estate Planning Tools

An advantage that SMSF’s have over traditional Superannuation accounts is that they can be used as a powerful estate planning tool to keep and distribute wealth to the next generation. To receive the correct advice and ensure that you get the most out of your SMSF and everything that it can offer, it is important to engage a Succession, Asset Protection & Estate Planning Accredited specialist.

Our SMSF advisory consultants can show you how these tools can establish an all-encompassing SMSF plan. Be sure to also ask about our estate planning and succession services so you can protect your property and keep your business in safe hands once you move on.

Don’t let your future down with a poor approach to your self-managed super fund. Simply get in touch with our team of SMSF financial advisors at PCR Accounting & Advisory and ask us how our SMSF services can safeguard your wealth and retirement.
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    PHONE:

    Melbourne: 03 9847 7516

    Morwell: 03 5134 1778

     

    ADDRESS:

    Suite 98, Level 27/101 Collins St, Melbourne VIC 3000

    26 Buckley Street, Morwell Vic 3840

     

    EMAIL:

    hello@pcr.accountants